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 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3K- 97.4% |
$151K - $177K
|
80
$4.11K
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3.4K- 13.4% |
$171K - $201K
|
22K
$1.13M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.61K- 3.05% |
$182K - $214K
|
115K
$5.91M
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.64K- 46.74% |
$183K - $215K
|
4.14K
$213K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.79K- 36.59% |
$191K - $224K
|
6.57K
$338K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.38K- 7.65% |
$271K - $318K
|
64.9K
$3.34M
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.44K- 59.59% |
$475K - $558K
|
6.4K
$329K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.7K- 29.99% |
$590K - $693K
|
27.3K
$1.41M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.4K- 42.12% |
$776K - $910K
|
21.2K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.7K- 0.29% |
$940K - $1.1M
|
6.5M
$335M
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-20.1K- 57.05% |
$1.01M - $1.19M
|
15.1K
$777K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-21.8K- 30.24% |
$1.1M - $1.29M
|
50.4K
$2.59M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.4K- 36.65% |
$1.13M - $1.33M
|
38.8K
$2M
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-22.5K- 3.28% |
$1.13M - $1.33M
|
663K
$34.1M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.3K- 14.94% |
$1.43M - $1.68M
|
161K
$8.3M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34.1K- 42.73% |
$1.72M - $2.02M
|
45.8K
$2.35M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.2K- 4.57% |
$2.68M - $3.15M
|
1.11M
$57.1M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62.8K- 66.14% |
$3.17M - $3.71M
|
32.2K
$1.65M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-64.3K- 64.49% |
$3.24M - $3.8M
|
35.4K
$1.82M
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-85.2K- 0.93% |
$4.29M - $5.04M
|
9.08M
$467M
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
SELL
|
- |
-92.9K- 33.66% |
$4.68M - $5.49M
|
183K
$9.42M
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-158K- 51.95% |
$7.97M - $9.35M
|
146K
$7.52M
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-173K- 5.81% |
$8.72M - $10.2M
|
2.81M
$144M
|