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 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 0.19% |
$1.56K - $1.81K
|
16.1K
$826K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.51K - $1.76K
|
12K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.3% |
$1.41K - $1.64K
|
9.35K
$480K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 3.1% |
$1.05K - $1.23K
|
698
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.64% |
$753 - $878
|
927
$47.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.2% |
$653 - $761
|
6.61K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.13% |
$502 - $585
|
7.55K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.42% |
$452 - $527
|
643
$33K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.09% |
$452 - $527
|
9.57K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.03% |
$251 - $293
|
15.4K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.83% |
$201 - $234
|
222
$11.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 1.52% |
$151 - $176
|
201
$10.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.85% |
$151 - $176
|
165
$8.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.27% |
$100 - $117
|
733
$37.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$50.2 - $58.5
|
24.1K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- 0.05% |
$201 - $234
|
8.88K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.31% |
$1.66K - $1.93K
|
10.6K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 20.5% |
$1.66K - $1.93K
|
128
$6.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-35- 0.76% |
$1.76K - $2.05K
|
4.58K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-78- 7.94% |
$3.92K - $4.57K
|
904
$46.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-105- 99.06% |
$5.27K - $6.15K
|
1
$51.3
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 1.79% |
$8.24K - $9.6K
|
9K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-169- 2.07% |
$8.49K - $9.89K
|
8K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-182- 15.94% |
$9.14K - $10.7K
|
960
$49.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.94% |
$10K - $11.7K
|
3.85K
$197K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 8.93% |
$10K - $11.7K
|
2.04K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$10K - $11.7K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-215- 3.43% |
$10.8K - $12.6K
|
6.05K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237- 0.81% |
$11.9K - $13.9K
|
29K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-241- 4.87% |
$12.1K - $14.1K
|
4.71K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-250- 2.6% |
$12.6K - $14.6K
|
9.36K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-264- 3.62% |
$13.3K - $15.5K
|
7.04K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-275- 3.54% |
$13.8K - $16.1K
|
7.5K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 82.35% |
$17.6K - $20.5K
|
75
$3.85K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-365- 2.68% |
$18.3K - $21.4K
|
13.3K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-379- 1.37% |
$19K - $22.2K
|
27.3K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-404- 60.66% |
$20.3K - $23.6K
|
262
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-450- 27.27% |
$22.6K - $26.3K
|
1.2K
$61.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-500- 1.52% |
$25.1K - $29.3K
|
32.4K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-505- 8.66% |
$25.4K - $29.6K
|
5.33K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-532- 2.87% |
$26.7K - $31.1K
|
18K
$923K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-545- 9.34% |
$27.4K - $31.9K
|
5.29K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-785- 6.63% |
$39.4K - $45.9K
|
11.1K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-800- 12.53% |
$40.2K - $46.8K
|
5.58K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-836- 5.5% |
$42K - $48.9K
|
14.4K
$737K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 16.44% |
$53.4K - $62.3K
|
5.41K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.18K- 7.68% |
$59.1K - $68.8K
|
14.1K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.25K- 4.31% |
$62.8K - $73.2K
|
27.8K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.38K- 0.57% |
$69.4K - $80.9K
|
241K
$12.4M
|