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 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.47K- 4.2% |
$73.9K - $86.1K
|
33.5K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.55K- 15.91% |
$77.8K - $90.6K
|
8.18K
$420K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 6.29% |
$80.5K - $93.8K
|
23.9K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-1.68K- 0.12% |
$84.4K - $98.4K
|
1.35M
$69.2M
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.85K- 3.5% |
$92.9K - $108K
|
51K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.47K- 25.93% |
$124K - $144K
|
7.04K
$361K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.56K- 33.3% |
$128K - $150K
|
5.12K
$262K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 10.73% |
$137K - $160K
|
22.7K
$1.17M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3K- 23.08% |
$151K - $176K
|
10K
$513K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.54K- 7.34% |
$178K - $207K
|
44.7K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.77K- 5.4% |
$189K - $221K
|
66K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.06K- 97.41% |
$204K - $237K
|
108
$5.54K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.42K- 5.59% |
$222K - $259K
|
74.7K
$3.83M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.85K- 18.56% |
$243K - $284K
|
21.3K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.86K- 69.15% |
$244K - $284K
|
2.17K
$111K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.95K- 40.58% |
$248K - $289K
|
7.24K
$371K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 1.81% |
$251K - $293K
|
272K
$13.9M
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5.96K- 28.56% |
$299K - $349K
|
14.9K
$764K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$336K - $392K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.19K- 12.27% |
$361K - $421K
|
51.4K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.27K- 80.15% |
$416K - $484K
|
2.05K
$105K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.37K- 5.64% |
$421K - $490K
|
140K
$7.18M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.68K- 3.08% |
$486K - $567K
|
305K
$15.6M
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-10.1K- 51.69% |
$507K - $591K
|
9.43K
$484K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-15K- 41.21% |
$752K - $876K
|
21.3K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.16% |
$820K - $956K
|
1.4M
$71.6M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34K- 14.96% |
$1.71M - $1.99M
|
193K
$9.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.7K- 17.29% |
$4.31M - $5.02M
|
410K
$21M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-96.6K- 22.15% |
$4.85M - $5.65M
|
339K
$17.4M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-114K- 60.16% |
$5.71M - $6.66M
|
75.3K
$3.86M
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-177K- 11.01% |
$8.88M - $10.3M
|
1.43M
$73.3M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236K- 45.53% |
$11.9M - $13.8M
|
282K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.62M- 39.49% |
$81.3M - $94.7M
|
2.48M
$127M
|