Purchases and Sales Made in Q3 2022 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q3 2022. 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 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
157K+ 303.43% |
$5.65M - $6.62M
|
208K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99.6KNew |
$3.6M - $4.21M
|
99.6K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
81.5K+ 413.27% |
$2.94M - $3.45M
|
101K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
44.3KNew |
$1.6M - $1.87M
|
44.3K
$2.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
31KNew |
$1.12M - $1.31M
|
31K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21.6K+ 282.44% |
$779K - $912K
|
29.2K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 4.4% |
$664K - $777K
|
436K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
BUY
|
- |
14.9KNew |
$538K - $630K
|
14.9K
$767K
|
|
|
Nov 14, 2022
Q3 2022
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
14.6K+ 18.68% |
$526K - $615K
|
92.5K
$4.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 78.14% |
$403K - $472K
|
25.4K
$1.31M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4KNew |
$377K - $441K
|
10.4K
$537K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.37K+ 45.63% |
$302K - $354K
|
26.7K
$1.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.52KNew |
$272K - $318K
|
7.52K
$387K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.26K+ 29.01% |
$262K - $307K
|
32.3K
$1.66M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.05KNew |
$255K - $298K
|
7.05K
$363K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.02KNew |
$254K - $297K
|
7.02K
$361K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.85K+ 115.44% |
$247K - $290K
|
12.8K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.68K+ 10.73% |
$241K - $283K
|
69K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.33KNew |
$229K - $268K
|
6.33K
$326K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
6.09KNew |
$220K - $257K
|
6.09K
$313K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.03KNew |
$218K - $255K
|
6.03K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
6.02KNew |
$218K - $255K
|
6.02K
$310K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.98K+ 149.45% |
$216K - $253K
|
9.98K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78KNew |
$209K - $244K
|
5.78K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.51KNew |
$199K - $233K
|
5.51K
$284K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4K+ 40.6% |
$195K - $228K
|
18.7K
$963K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$189K - $221K
|
5.23K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.82K+ 5.48% |
$174K - $204K
|
92.7K
$4.77M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.6KNew |
$166K - $194K
|
4.6K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.53KNew |
$164K - $192K
|
4.53K
$233K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
3.34K+ 16.93% |
$121K - $141K
|
23.1K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.72K+ 9.46% |
$98.2K - $115K
|
31.5K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.7K+ 45.18% |
$97.3K - $114K
|
8.66K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.09K+ 5.46% |
$75.3K - $88.2K
|
40.3K
$2.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94K+ 0.93% |
$70K - $82K
|
211K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.93K+ 57.74% |
$69.7K - $81.6K
|
5.27K
$271K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.93K+ 2.27% |
$69.6K - $81.5K
|
86.9K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 11.44% |
$65.5K - $76.7K
|
17.7K
$910K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 11.38% |
$53.6K - $62.8K
|
14.5K
$748K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.46K+ 10.73% |
$52.8K - $61.9K
|
15.1K
$777K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.35K+ 23.68% |
$48.8K - $57.1K
|
7.05K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.14K+ 6.78% |
$41.1K - $48.1K
|
17.9K
$922K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 2.88% |
$40.8K - $47.8K
|
40.4K
$2.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 12.51% |
$37.8K - $44.3K
|
9.41K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
909+ 1.78% |
$32.8K - $38.4K
|
51.9K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
909+ 1.78% |
$32.8K - $38.4K
|
51.9K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
714+ 5.97% |
$25.8K - $30.2K
|
12.7K
$652K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
623+ 1.66% |
$22.5K - $26.3K
|
38.1K
$1.96M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
575+ 6.37% |
$20.8K - $24.3K
|
9.6K
$494K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
510New |
$18.4K - $21.6K
|
510
$26.3K
|