Purchases and Sales Made in Q3 2023 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q3 2023. 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, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 4.36% |
$70.3K - $83.2K
|
38.9K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
1.5K+ 25.0% |
$65K - $76.8K
|
7.5K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
1.3K+ 8.72% |
$56.3K - $66.6K
|
16.2K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 11.1% |
$49K - $58K
|
11.3K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 12.33% |
$46.2K - $54.6K
|
9.71K
$500K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 16.08% |
$43.4K - $51.3K
|
7.23K
$372K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
764+ 8.43% |
$33.1K - $39.1K
|
9.83K
$506K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
721+ 1.02% |
$31.2K - $36.9K
|
71.7K
$3.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
520+ 2.41% |
$22.5K - $26.6K
|
22.1K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474+ 6.31% |
$20.5K - $24.3K
|
7.98K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
444+ 23.08% |
$19.2K - $22.7K
|
2.37K
$122K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
383+ 2.61% |
$16.6K - $19.6K
|
15K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
351+ 4.13% |
$15.2K - $18K
|
8.85K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300+ 60.0% |
$13K - $15.4K
|
800
$41.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
165+ 0.61% |
$7.15K - $8.45K
|
27.4K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
150+ 2.64% |
$6.5K - $7.68K
|
5.84K
$301K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
139+ 1.77% |
$6.02K - $7.12K
|
8.01K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
100New |
$4.33K - $5.12K
|
100
$5.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
93+ 1.89% |
$4.03K - $4.76K
|
5.02K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 1.06% |
$2.9K - $3.43K
|
6.4K
$330K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66+ 0.71% |
$2.86K - $3.38K
|
9.3K
$479K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
59+ 0.33% |
$2.56K - $3.02K
|
18.1K
$932K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.17K - $2.56K
|
50
$2.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20+ 0.31% |
$866 - $1.02K
|
6.47K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.8% |
$823 - $973
|
1.08K
$55.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.85% |
$693 - $820
|
882
$45.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.24% |
$606 - $717
|
5.76K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8+ 0.07% |
$346 - $410
|
10.8K
$554K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.17% |
$260 - $307
|
3.49K
$180K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.95% |
$173 - $205
|
209
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.67% |
$173 - $205
|
604
$31.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.81% |
$130 - $154
|
375
$19.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.31% |
$130 - $154
|
972
$50K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 2.04% |
$43.3 - $51.2
|
50
$2.57K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-66- 0.57% |
$2.86K - $3.38K
|
11.5K
$593K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-129- 0.52% |
$5.59K - $6.61K
|
24.5K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 2.41% |
$7.02K - $8.3K
|
6.57K
$338K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 10.2% |
$7.8K - $9.22K
|
1.59K
$81.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-184- 2.79% |
$7.97K - $9.42K
|
6.41K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200Closed |
$8.66K - $10.2K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-268- 0.44% |
$11.6K - $13.7K
|
60.4K
$3.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-275- 2.54% |
$11.9K - $14.1K
|
10.5K
$543K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-315- 6.46% |
$13.6K - $16.1K
|
4.56K
$235K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 31.23% |
$17.3K - $20.5K
|
881
$45.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-426- 8.07% |
$18.5K - $21.8K
|
4.85K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-457- 5.74% |
$19.8K - $23.4K
|
7.5K
$386K
|