Purchases and Sales Made in Q3 2021 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.98MNew |
$69.4M - $76.8M
|
1.98M
$102M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
913KNew |
$32M - $35.4M
|
913K
$46.8M
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
129KNew |
$4.53M - $5.01M
|
129K
$6.62M
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
127K+ 56.42% |
$4.47M - $4.94M
|
353K
$18.1M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
122K+ 103.76% |
$4.29M - $4.75M
|
240K
$12.3M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.75M - $1.94M
|
50K
$2.56M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
48.3KNew |
$1.69M - $1.87M
|
48.3K
$2.48M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34.2KNew |
$1.2M - $1.33M
|
34.2K
$1.75M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32.5KNew |
$1.14M - $1.26M
|
32.5K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.9KNew |
$1.05M - $1.16M
|
29.9K
$1.53M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 4055.56% |
$768K - $850K
|
22.4K
$1.15M
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
BUY
|
- |
19.6KNew |
$689K - $762K
|
19.6K
$1.01M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
18K+ 120.0% |
$632K - $698K
|
33K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 60.29% |
$621K - $687K
|
47.1K
$2.41M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8K+ 19.68% |
$413K - $456K
|
71.5K
$3.67M
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
10.3KNew |
$361K - $400K
|
10.3K
$528K
|
|
Nov 15, 2021
Q3 2021
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
10K+ 14.97% |
$351K - $388K
|
76.8K
$3.94M
|
|
Nov 15, 2021
Q3 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
10K+ 1.69% |
$351K - $388K
|
600K
$30.8M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.8KNew |
$344K - $380K
|
9.8K
$503K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.36K+ 13.34% |
$329K - $363K
|
79.5K
$4.08M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.18KNew |
$322K - $356K
|
9.18K
$471K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.71KNew |
$305K - $338K
|
8.71K
$446K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.15KNew |
$286K - $316K
|
8.15K
$418K
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
7KNew |
$246K - $272K
|
7K
$359K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.66K+ 141.58% |
$199K - $220K
|
9.66K
$496K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.51KNew |
$193K - $214K
|
5.51K
$283K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.45K+ 6.03% |
$191K - $211K
|
95.8K
$4.91M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.36K+ 6.08% |
$188K - $208K
|
93.6K
$4.8M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.68K+ 85.53% |
$164K - $181K
|
10.1K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04K+ 9.19% |
$142K - $157K
|
48K
$2.46M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.41K+ 26.76% |
$120K - $132K
|
16.2K
$828K
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.85K+ 7.55% |
$100K - $111K
|
40.6K
$2.08M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 15.09% |
$70.2K - $77.6K
|
15.3K
$783K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.84K+ 136.17% |
$64.5K - $71.3K
|
3.19K
$163K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.83KNew |
$64K - $70.8K
|
1.83K
$93.6K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.66K+ 23.48% |
$58.1K - $64.2K
|
8.71K
$446K
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.63KNew |
$57.1K - $63.1K
|
1.63K
$83.4K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44K+ 1.07% |
$50.5K - $55.9K
|
137K
$7.01M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.34KNew |
$47K - $51.9K
|
1.34K
$68.6K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 8.39% |
$46.6K - $51.5K
|
17.1K
$879K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.3K+ 10.23% |
$45.7K - $50.6K
|
14K
$720K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 6.92% |
$38.5K - $42.6K
|
17K
$869K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.09K+ 19.32% |
$38.3K - $42.4K
|
6.74K
$346K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1KNew |
$35.1K - $38.8K
|
1K
$51.3K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$35.1K - $38.8K
|
1K
$51.3K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
946+ 180.19% |
$33.2K - $36.7K
|
1.47K
$75.4K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
893+ 3.16% |
$31.3K - $34.6K
|
29.1K
$1.49M
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
859+ 4.68% |
$30.1K - $33.3K
|
19.2K
$985K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
800+ 10.91% |
$28.1K - $31K
|
8.14K
$417K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
617+ 9.95% |
$21.7K - $23.9K
|
6.82K
$350K
|