Purchases and Sales Made in Q3 2024 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562K+ 5437.31% |
$28.3M - $32.9M
|
573K
$29.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455K+ 26.23% |
$22.9M - $26.7M
|
2.19M
$112M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455K+ 26.23% |
$22.9M - $26.7M
|
2.19M
$112M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
436K+ 908833.31% |
$21.9M - $25.5M
|
436K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
321K+ 1.71% |
$16.1M - $18.8M
|
19.1M
$981M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
288KNew |
$14.5M - $16.8M
|
288K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
235K+ 3.51% |
$11.8M - $13.8M
|
6.94M
$356M
|
|
|
Nov 14, 2024
Q3 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
196K+ 29.25% |
$9.82M - $11.4M
|
864K
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
170K+ 2.0% |
$8.52M - $9.93M
|
8.67M
$445M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
159KNew |
$7.97M - $9.29M
|
159K
$8.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
96.4KNew |
$4.84M - $5.64M
|
96.4K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
82.1K+ 8.43% |
$4.13M - $4.81M
|
1.06M
$54.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
76.7K+ 405.21% |
$3.85M - $4.49M
|
95.7K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
71.2KNew |
$3.58M - $4.17M
|
71.2K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
70K+ 140.0% |
$3.52M - $4.1M
|
120K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60K+ 101.68% |
$3.01M - $3.51M
|
119K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.9K+ 18.44% |
$2.45M - $2.86M
|
314K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.19M - $2.55M
|
43.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
32.2K+ 3.06% |
$1.62M - $1.89M
|
1.09M
$55.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25.1KNew |
$1.26M - $1.47M
|
25.1K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.2KNew |
$915K - $1.07M
|
18.2K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17K+ 115.35% |
$856K - $998K
|
31.8K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$795K - $927K
|
15.8K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
14.8K+ 178.87% |
$742K - $865K
|
23K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.6KNew |
$733K - $854K
|
14.6K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.8KNew |
$642K - $748K
|
12.8K
$656K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.3K+ 128.93% |
$619K - $721K
|
21.9K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.76KNew |
$490K - $571K
|
9.76K
$501K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.49K+ 7.1% |
$427K - $497K
|
128K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.27K+ 403.81% |
$416K - $484K
|
10.3K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8K+ 41.03% |
$402K - $468K
|
27.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.94K+ 0.81% |
$399K - $465K
|
986K
$50.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.74KNew |
$389K - $453K
|
7.74K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.82K+ 19.47% |
$342K - $399K
|
41.8K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
6.44K+ 1.1% |
$323K - $377K
|
590K
$30.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$318K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5.8K+ 10.07% |
$291K - $339K
|
63.4K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.69K+ 68.61% |
$286K - $333K
|
14K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.54KNew |
$278K - $324K
|
5.54K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.99KNew |
$250K - $292K
|
4.99K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$248K - $289K
|
4.93K
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.63K+ 17.8% |
$233K - $271K
|
30.7K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.56KNew |
$229K - $267K
|
4.56K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.51KNew |
$227K - $264K
|
4.51K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.24K+ 95.36% |
$213K - $248K
|
8.68K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4KNew |
$201K - $234K
|
4K
$205K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.08KNew |
$155K - $180K
|
3.08K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.02K+ 11.16% |
$152K - $177K
|
30.1K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.3K+ 3.5% |
$116K - $135K
|
68K
$3.49M
|