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 |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
14+ 3.7% |
$705 - $828
|
392
$20.2K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11New |
$554 - $650
|
11
$566
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.14% |
$504 - $591
|
7.21K
$371K
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$504 - $591
|
9.22K
$474K
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 0.22% |
$504 - $591
|
4.51K
$232K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.36% |
$453 - $532
|
671
$34.5K
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.2% |
$353 - $414
|
3.44K
$177K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 2.93% |
$302 - $355
|
211
$10.9K
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.03% |
$202 - $237
|
15.5K
$797K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.76% |
$151 - $177
|
173
$8.9K
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$101 - $118
|
154K
$7.92M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.0% |
$50.4 - $59.1
|
93.2K
$4.79M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$50.4 - $59.1
|
4.62K
$238K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-47- 0.68% |
$2.37K - $2.78K
|
6.88K
$354K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-79- 1.15% |
$3.98K - $4.67K
|
6.79K
$349K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-81- 0.84% |
$4.08K - $4.79K
|
9.56K
$492K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-96- 0.49% |
$4.84K - $5.68K
|
19.5K
$1M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-139- 2.78% |
$7K - $8.22K
|
4.86K
$250K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-167- 0.1% |
$8.41K - $9.87K
|
159K
$8.18M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-191- 1.48% |
$9.62K - $11.3K
|
12.7K
$654K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 1.7% |
$9.62K - $11.3K
|
11.1K
$569K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 79.79% |
$11.3K - $13.3K
|
57
$2.93K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-226- 5.02% |
$11.4K - $13.4K
|
4.28K
$220K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-229- 1.88% |
$11.5K - $13.5K
|
11.9K
$614K
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-236- 0.11% |
$11.9K - $14K
|
207K
$10.6M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-247- 5.7% |
$12.4K - $14.6K
|
4.09K
$210K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 6.25% |
$15.1K - $17.7K
|
4.5K
$231K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-356- 2.14% |
$17.9K - $21.1K
|
16.3K
$837K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-405- 5.88% |
$20.4K - $23.9K
|
6.48K
$333K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-449- 1.06% |
$22.6K - $26.5K
|
41.8K
$2.15M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-559- 44.94% |
$28.2K - $33.1K
|
685
$35.2K
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-600- 2.36% |
$30.2K - $35.5K
|
24.9K
$1.28M
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-659- 9.93% |
$33.2K - $39K
|
5.98K
$307K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-809- 3.21% |
$40.8K - $47.8K
|
24.4K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-809- 78.09% |
$40.8K - $47.8K
|
227
$11.7K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-851- 29.7% |
$42.9K - $50.3K
|
2.01K
$104K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-968- 9.26% |
$48.8K - $57.2K
|
9.48K
$488K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-987- 14.82% |
$49.7K - $58.4K
|
5.67K
$292K
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1K- 10.24% |
$50.5K - $59.2K
|
8.79K
$452K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.05K- 13.75% |
$52.7K - $61.9K
|
6.57K
$338K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 4.4% |
$57K - $66.9K
|
24.6K
$1.26M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34K- 4.1% |
$67.4K - $79.1K
|
31.3K
$1.61M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 9.5% |
$74K - $86.8K
|
14K
$719K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.72K- 15.75% |
$86.9K - $102K
|
9.22K
$474K
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.74K- 31.69% |
$87.4K - $103K
|
3.74K
$192K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.83K- 14.9% |
$92.2K - $108K
|
10.5K
$538K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 2.82% |
$92.4K - $108K
|
63.3K
$3.26M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2K- 10.9% |
$101K - $118K
|
16.3K
$839K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 12.19% |
$133K - $156K
|
19K
$976K
|