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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-500- 71.33% |
$21.7K - $25.6K
|
201
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-506- 5.17% |
$21.9K - $25.9K
|
9.28K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-586- 1.48% |
$25.4K - $30K
|
38.9K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-811- 5.45% |
$35.1K - $41.5K
|
14.1K
$725K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-967- 1.49% |
$41.9K - $49.5K
|
63.7K
$3.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-973- 14.11% |
$42.1K - $49.8K
|
5.92K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.03K- 8.49% |
$44.5K - $52.7K
|
11.1K
$571K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.19K- 3.62% |
$51.5K - $60.8K
|
31.7K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.2K- 20.17% |
$52K - $61.5K
|
4.75K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.41K- 9.19% |
$60.9K - $72K
|
13.9K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.41K- 54.62% |
$60.9K - $72.1K
|
1.17K
$60.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 70.81% |
$63.9K - $75.5K
|
608
$31.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 70.81% |
$63.9K - $75.5K
|
608
$31.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.55K- 0.79% |
$67.2K - $79.5K
|
196K
$10.1M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.77K- 15.23% |
$76.8K - $90.9K
|
9.88K
$508K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 30.53% |
$86.6K - $102K
|
4.55K
$234K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.2K- 0.88% |
$95.3K - $113K
|
248K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.39K- 0.44% |
$104K - $122K
|
546K
$28.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.45K- 9.65% |
$106K - $125K
|
22.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.73K- 36.03% |
$118K - $140K
|
4.85K
$250K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.14K- 36.22% |
$136K - $161K
|
5.53K
$284K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.71K- 9.14% |
$161K - $190K
|
36.9K
$1.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.01K- 18.24% |
$174K - $205K
|
18K
$926K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.39K- 2.54% |
$363K - $430K
|
321K
$16.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-17K- 39.04% |
$737K - $872K
|
26.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-18.2K- 41.2% |
$789K - $933K
|
26K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.8K- 74.07% |
$814K - $963K
|
6.58K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-29K- 69.96% |
$1.26M - $1.49M
|
12.5K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Blackstone Inc
New York, NY |
SELL
|
- |
-32.3K- 2.09% |
$1.4M - $1.65M
|
1.51M
$77.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-101K- 42.96% |
$4.39M - $5.19M
|
134K
$6.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-234K- 4.38% |
$10.1M - $12M
|
5.1M
$263M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-276K- 9.5% |
$11.9M - $14.1M
|
2.63M
$135M
|