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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 8.33% |
$39 - $44.9
|
13
$667
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-58- 0.95% |
$2.26K - $2.6K
|
6.03K
$309K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-83- 0.88% |
$3.23K - $3.72K
|
9.33K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-122- 16.27% |
$4.75K - $5.47K
|
628
$32.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-150- 1.44% |
$5.85K - $6.73K
|
10.3K
$527K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-350- 33.78% |
$13.6K - $15.7K
|
686
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-432- 7.66% |
$16.8K - $19.4K
|
5.21K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-478Closed |
$18.6K - $21.4K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-749- 6.04% |
$29.2K - $33.6K
|
11.7K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-880- 0.87% |
$34.3K - $39.5K
|
99.8K
$5.12M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-920- 3.81% |
$35.9K - $41.3K
|
23.2K
$1.19M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-972- 5.08% |
$37.9K - $43.6K
|
18.2K
$931K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-980- 7.64% |
$38.2K - $44K
|
11.8K
$607K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-988- 3.06% |
$38.5K - $44.3K
|
31.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.05K- 42.59% |
$41K - $47.2K
|
1.42K
$72.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.2K- 2.99% |
$46.9K - $54K
|
39.1K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.26K- 4.7% |
$48.9K - $56.3K
|
25.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.37K- 13.06% |
$53.4K - $61.4K
|
9.12K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.38K- 21.74% |
$53.7K - $61.8K
|
4.96K
$254K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 22.7% |
$62.4K - $71.8K
|
5.45K
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.97K- 16.07% |
$76.6K - $88.1K
|
10.3K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.8K- 36.38% |
$109K - $125K
|
4.89K
$251K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.8K- 68.28% |
$148K - $170K
|
1.77K
$90.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-5.3K- 7.63% |
$207K - $238K
|
64.2K
$3.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-5.41K- 27.1% |
$211K - $243K
|
14.6K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.46K- 47.31% |
$252K - $290K
|
7.2K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-9.3K- 3.45% |
$362K - $417K
|
260K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.68K- 10.44% |
$377K - $434K
|
83K
$4.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13K- 40.63% |
$507K - $583K
|
19K
$975K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.9K- 8.5% |
$698K - $803K
|
193K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20.3KClosed |
$791K - $911K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-27.8K- 7.76% |
$1.08M - $1.25M
|
331K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34.9K- 0.46% |
$1.36M - $1.56M
|
7.54M
$387M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-60.1K- 91.82% |
$2.34M - $2.7M
|
5.36K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-303K- 69.35% |
$11.8M - $13.6M
|
134K
$6.86M
|