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 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
550+ 6.14% |
$19.3K - $21.3K
|
9.51K
$540K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
526+ 48.26% |
$18.5K - $20.4K
|
1.62K
$91.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
453+ 3.48% |
$15.9K - $17.6K
|
13.5K
$764K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 3.36% |
$14K - $15.5K
|
12.3K
$698K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
328New |
$11.5K - $12.7K
|
328
$18.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
323+ 1.05% |
$11.3K - $12.5K
|
31.1K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
319+ 1.59% |
$11.2K - $12.4K
|
20.3K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
301+ 5.09% |
$10.6K - $11.7K
|
6.21K
$352K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
300+ 9.5% |
$10.5K - $11.6K
|
3.46K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
288+ 5.18% |
$10.1K - $11.2K
|
5.85K
$332K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
250New |
$8.77K - $9.7K
|
250
$14.2K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
208+ 0.84% |
$7.3K - $8.07K
|
24.9K
$1.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
196+ 54.75% |
$6.88K - $7.6K
|
554
$31.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
150New |
$5.26K - $5.82K
|
150
$8.51K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127+ 2.25% |
$4.46K - $4.93K
|
5.77K
$328K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
100+ 0.12% |
$3.51K - $3.88K
|
80.6K
$4.57M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95+ 1.2% |
$3.33K - $3.69K
|
8.03K
$455K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
61+ 1.05% |
$2.14K - $2.37K
|
5.85K
$332K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
7+ 0.75% |
$246 - $272
|
936
$53.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 2.45% |
$175 - $194
|
209
$11.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.1% |
$140 - $155
|
3.95K
$224K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 2.22% |
$140 - $155
|
184
$10.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.94% |
$105 - $116
|
105
$5.96K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-76Closed |
$2.67K - $2.95K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-93- 65.03% |
$3.26K - $3.61K
|
50
$2.84K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-100- 27.32% |
$3.51K - $3.88K
|
266
$15.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-133- 0.04% |
$4.67K - $5.16K
|
300K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 14.02% |
$5.26K - $5.82K
|
920
$52.2K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-200- 4.35% |
$7.02K - $7.76K
|
4.4K
$250K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-250Closed |
$8.77K - $9.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-250Closed |
$8.77K - $9.7K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-403- 3.24% |
$14.1K - $15.6K
|
12K
$684K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-608- 5.45% |
$21.3K - $23.6K
|
10.5K
$598K
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-727- 8.76% |
$25.5K - $28.2K
|
7.57K
$430K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-751- 4.66% |
$26.4K - $29.1K
|
15.4K
$871K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-941- 2.79% |
$33K - $36.5K
|
32.8K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-965- 11.91% |
$33.9K - $37.4K
|
7.14K
$405K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.16K- 9.43% |
$40.8K - $45.1K
|
11.2K
$634K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.38KClosed |
$48.4K - $53.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.5K- 2.33% |
$52.6K - $58.2K
|
63K
$3.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.71K- 3.98% |
$60.1K - $66.5K
|
41.4K
$2.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.1KClosed |
$109K - $120K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31KClosed |
$116K - $128K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.27K- 27.57% |
$150K - $166K
|
11.2K
$637K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.97K- 23.97% |
$174K - $193K
|
15.8K
$894K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.11K- 31.35% |
$179K - $198K
|
11.2K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.33K- 2.65% |
$187K - $207K
|
195K
$11.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.5KClosed |
$193K - $213K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.39K- 66.78% |
$224K - $248K
|
3.18K
$180K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7KClosed |
$246K - $272K
|
0
$0
|