Purchases and Sales Made in Q2 2025 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q2 2025. The information is specifically focused on institutions that hold shares of Sunoco LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 6.02% |
$96.5K - $113K
|
33.8K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 10.64% |
$93.1K - $109K
|
19.2K
$987K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.84KNew |
$92.4K - $109K
|
1.84K
$94.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.8KNew |
$90.7K - $106K
|
1.8K
$92.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 13.14% |
$87.6K - $103K
|
15K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66K+ 17.04% |
$83.7K - $98.3K
|
11.4K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.43K+ 1.92% |
$72.1K - $84.6K
|
76K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 22.34% |
$63.5K - $74.5K
|
6.9K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 25.7% |
$61.7K - $72.4K
|
5.99K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.2K+ 10.95% |
$60.5K - $71K
|
12.2K
$626K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.11K+ 13.57% |
$55.7K - $65.4K
|
9.25K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.05K+ 23.16% |
$52.9K - $62.1K
|
5.58K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.01K+ 2.03% |
$50.6K - $59.4K
|
50.5K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
909New |
$45.8K - $53.7K
|
909
$46.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
869+ 30.31% |
$43.8K - $51.4K
|
3.74K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
859+ 2.68% |
$43.3K - $50.8K
|
32.9K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
823+ 163.29% |
$41.5K - $48.7K
|
1.33K
$68.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
762New |
$38.4K - $45.1K
|
762
$39.2K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
729+ 7.87% |
$36.7K - $43.1K
|
10K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
724+ 0.08% |
$36.5K - $42.8K
|
934K
$48M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
675+ 95.88% |
$34K - $39.9K
|
1.38K
$70.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
642+ 12.33% |
$32.3K - $38K
|
5.85K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
614+ 8.21% |
$30.9K - $36.3K
|
8.09K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
536+ 4.11% |
$27K - $31.7K
|
13.6K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
400New |
$20.2K - $23.7K
|
400
$20.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400+ 41.67% |
$20.2K - $23.7K
|
1.36K
$69.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
394+ 19.23% |
$19.8K - $23.3K
|
2.44K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$15.1K - $17.7K
|
300
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
296+ 3.45% |
$14.9K - $17.5K
|
8.89K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
295+ 4.15% |
$14.9K - $17.4K
|
7.4K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225+ 5.07% |
$11.3K - $13.3K
|
4.67K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
212+ 2.1% |
$10.7K - $12.5K
|
10.3K
$530K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$10.1K - $11.8K
|
200
$10.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
193+ 3.86% |
$9.72K - $11.4K
|
5.19K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166+ 166.0% |
$8.36K - $9.82K
|
266
$13.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
164+ 2.05% |
$8.26K - $9.7K
|
8.15K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131+ 0.74% |
$6.6K - $7.75K
|
17.8K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109+ 162.69% |
$5.49K - $6.45K
|
176
$9.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.95% |
$5.04K - $5.91K
|
5.23K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 2.21% |
$5.04K - $5.91K
|
4.63K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
95+ 0.36% |
$4.79K - $5.62K
|
26.2K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
90+ 90.0% |
$4.53K - $5.32K
|
190
$9.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
74New |
$3.73K - $4.38K
|
74
$3.81K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 0.56% |
$2.82K - $3.31K
|
10.1K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 0.57% |
$2.82K - $3.31K
|
9.84K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55+ 0.58% |
$2.77K - $3.25K
|
9.58K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40+ 0.11% |
$2.02K - $2.37K
|
36.6K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
34+ 0.47% |
$1.71K - $2.01K
|
7.26K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
34+ 0.73% |
$1.71K - $2.01K
|
4.67K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.67% |
$806 - $946
|
973
$50K
|