Purchases and Sales Made in Q4 2022 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89K+ 11.0% |
$73.5K - $84.6K
|
19K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81KNew |
$70.7K - $81.3K
|
1.81K
$101K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$70K - $80.6K
|
1.8K
$100K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.71K+ 14.42% |
$66.6K - $76.7K
|
13.6K
$757K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 1.07% |
$52.8K - $60.8K
|
128K
$7.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.3K+ 46.9% |
$50.6K - $58.3K
|
4.07K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.3K+ 24.84% |
$50.6K - $58.2K
|
6.52K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29K+ 18.41% |
$50.3K - $57.9K
|
8.31K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.22K+ 21.85% |
$47.5K - $54.7K
|
6.8K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$42.2K - $48.6K
|
1.08K
$60.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 5.88% |
$40.5K - $46.6K
|
18.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$39K - $44.9K
|
1K
$55.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$39K - $44.9K
|
1K
$55.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
857+ 9.38% |
$33.4K - $38.4K
|
9.99K
$557K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
780+ 8.13% |
$30.4K - $35K
|
10.4K
$579K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$23.4K - $26.9K
|
600
$33.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
594+ 5.23% |
$23.1K - $26.6K
|
11.9K
$667K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
541+ 9.98% |
$21.1K - $24.3K
|
5.96K
$333K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500New |
$19.5K - $22.4K
|
500
$27.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$19.5K - $22.4K
|
500
$27.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
401+ 2.26% |
$15.6K - $18K
|
18.2K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
365New |
$14.2K - $16.4K
|
365
$20.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 6.13% |
$13.8K - $15.8K
|
6.11K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
300New |
$11.7K - $13.5K
|
300
$16.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
276+ 1.09% |
$10.8K - $12.4K
|
25.7K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
222New |
$8.65K - $9.96K
|
222
$12.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
208+ 54.03% |
$8.11K - $9.33K
|
593
$33.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$7.79K - $8.97K
|
200
$11.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120New |
$4.68K - $5.38K
|
120
$6.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
119+ 0.66% |
$4.64K - $5.34K
|
18K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
105+ 0.33% |
$4.09K - $4.71K
|
31.8K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Blackstone Inc
New York, NY |
BUY
|
- |
100+ 0.67% |
$3.9K - $4.49K
|
15K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.9K - $4.49K
|
100
$5.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$3.7K - $4.26K
|
95
$5.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
73+ 1.05% |
$2.84K - $3.27K
|
7.04K
$393K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
69+ 0.17% |
$2.69K - $3.09K
|
40.4K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 0.66% |
$2.22K - $2.56K
|
8.64K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.91% |
$2.14K - $2.47K
|
6.08K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.53% |
$1.32K - $1.52K
|
6.48K
$361K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33New |
$1.29K - $1.48K
|
33
$1.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
33+ 0.22% |
$1.29K - $1.48K
|
15.1K
$845K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29+ 0.09% |
$1.13K - $1.3K
|
34.1K
$1.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.34% |
$779 - $897
|
5.92K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14+ 0.04% |
$546 - $628
|
38.1K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$351 - $404
|
2.65K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6New |
$234 - $269
|
6
$335
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 2.06% |
$156 - $179
|
198
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.65% |
$117 - $135
|
116
$6.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$77.9 - $89.7
|
5.78K
$323K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.6% |
$77.9 - $89.7
|
127
$7.09K
|