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 07, 2022
Q3 2022
|
American Financial Group Inc
|
BUY
|
- |
500+ 3.33% |
$18.1K - $21.1K
|
15.5K
$795K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
386+ 3.21% |
$13.9K - $16.3K
|
12.4K
$636K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
365+ 7.02% |
$13.2K - $15.4K
|
5.57K
$285K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
318+ 2.54% |
$11.5K - $13.4K
|
12.8K
$657K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
247+ 3.2% |
$8.92K - $10.4K
|
7.96K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
200+ 1.94% |
$7.22K - $8.46K
|
10.5K
$538K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
200New |
$7.22K - $8.46K
|
200
$10.3K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168+ 2.43% |
$6.07K - $7.1K
|
7.07K
$363K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
152+ 6.56% |
$5.49K - $6.43K
|
2.47K
$127K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 1.09% |
$2.71K - $3.17K
|
6.97K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
59+ 0.69% |
$2.13K - $2.49K
|
8.59K
$440K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47+ 0.4% |
$1.7K - $1.99K
|
11.9K
$608K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
41+ 2.11% |
$1.48K - $1.73K
|
1.98K
$102K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
31+ 0.09% |
$1.12K - $1.31K
|
34K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.47% |
$1.08K - $1.27K
|
6.44K
$330K
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.01% |
$903 - $1.06K
|
269K
$13.8M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.36% |
$759 - $888
|
5.9K
$303K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.4% |
$397 - $465
|
2.77K
$142K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.07% |
$217 - $254
|
9.13K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 2.05% |
$144 - $169
|
199
$10.2K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.8% |
$144 - $169
|
226
$11.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$72.2 - $84.6
|
2
$103
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.8% |
$72.2 - $84.6
|
113
$5.8K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 100.0% |
$36.1 - $42.3
|
2
$103
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-154Closed |
$5.56K - $6.51K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-166- 2.89% |
$6K - $7.02K
|
5.58K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-170- 0.14% |
$6.14K - $7.19K
|
119K
$6.11M
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-210- 0.42% |
$7.59K - $8.88K
|
49.3K
$2.53M
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-238- 1.18% |
$8.6K - $10.1K
|
20K
$1.02M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-355- 65.02% |
$12.8K - $15K
|
191
$9.8K
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-429- 7.41% |
$15.5K - $18.1K
|
5.36K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-600- 0.11% |
$21.7K - $25.4K
|
524K
$26.9M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-951- 3.79% |
$34.4K - $40.2K
|
24.1K
$1.24M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-975- 7.38% |
$35.2K - $41.2K
|
12.2K
$627K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-976- 0.38% |
$35.3K - $41.3K
|
253K
$13M
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 0.98% |
$36.1K - $42.3K
|
101K
$5.2M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 16.45% |
$40.1K - $47K
|
5.64K
$289K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 3.09% |
$44.6K - $52.3K
|
38.8K
$1.99M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24K- 17.7% |
$44.8K - $52.4K
|
5.76K
$295K
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-1.3K- 12.62% |
$47K - $55K
|
9K
$462K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 57.03% |
$49.7K - $58.1K
|
1.04K
$53.1K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.78K- 13.55% |
$64.3K - $75.2K
|
11.4K
$582K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.17K- 28.61% |
$78.5K - $91.9K
|
5.42K
$278K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3K- 28.58% |
$108K - $127K
|
7.5K
$384K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.3K- 24.63% |
$119K - $140K
|
10.1K
$518K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.92K- 67.48% |
$142K - $166K
|
1.89K
$96.8K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.26K- 95.65% |
$154K - $180K
|
194
$9.95K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.62K- 12.72% |
$167K - $195K
|
31.7K
$1.63M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5K- 46.29% |
$181K - $211K
|
5.8K
$298K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5.9K- 1.62% |
$213K - $250K
|
358K
$18.3M
|