Purchases and Sales Made in Q4 2023 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q4 2023. 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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.55KNew |
$120K - $159K
|
2.55K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.53K+ 26.01% |
$119K - $158K
|
12.2K
$630K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.44K+ 44.07% |
$115K - $152K
|
7.96K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.25KNew |
$106K - $141K
|
2.25K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.98K+ 9.74% |
$93K - $123K
|
22.3K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.72K+ 27.75% |
$80.9K - $107K
|
7.92K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68K+ 9.37% |
$79.2K - $105K
|
19.7K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 3.49% |
$63.8K - $84.7K
|
40.2K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 6.63% |
$56K - $74.4K
|
19.1K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
851+ 10.41% |
$40K - $53.1K
|
9.03K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
536+ 6.77% |
$25.2K - $33.5K
|
8.45K
$435K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$25.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
500+ 250.0% |
$23.5K - $31.2K
|
700
$36K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$25.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
471+ 5.13% |
$22.2K - $29.4K
|
9.66K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448New |
$21.1K - $28K
|
448
$23.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
402New |
$18.9K - $25.1K
|
402
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
376+ 2.68% |
$17.7K - $23.5K
|
14.4K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
329+ 1.35% |
$15.5K - $20.5K
|
24.8K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
280New |
$13.2K - $17.5K
|
280
$14.4K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
200New |
$9.41K - $12.5K
|
200
$10.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
184+ 1.87% |
$8.65K - $11.5K
|
10K
$515K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
166+ 2.07% |
$7.81K - $10.4K
|
8.17K
$421K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
157New |
$7.38K - $9.8K
|
157
$8.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
150+ 0.85% |
$7.05K - $9.37K
|
17.8K
$918K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
135New |
$6.35K - $8.43K
|
135
$6.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
132+ 2.04% |
$6.21K - $8.24K
|
6.6K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
128+ 0.07% |
$6.02K - $7.99K
|
184K
$9.49M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
121+ 12.45% |
$5.69K - $7.56K
|
1.09K
$56.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
101+ 0.91% |
$4.75K - $6.31K
|
11.2K
$576K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 186.0% |
$4.37K - $5.81K
|
143
$7.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$3.72K - $4.93K
|
79
$4.07K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
78+ 1.55% |
$3.67K - $4.87K
|
5.1K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71+ 1.11% |
$3.34K - $4.43K
|
6.47K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
68+ 0.18% |
$3.2K - $4.25K
|
37K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
59+ 0.64% |
$2.77K - $3.68K
|
9.34K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
45+ 90.0% |
$2.12K - $2.81K
|
95
$4.89K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26+ 0.21% |
$1.22K - $1.62K
|
12.5K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.27% |
$800 - $1.06K
|
6.42K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 1.58% |
$800 - $1.06K
|
1.09K
$56.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.21% |
$564 - $749
|
5.77K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.13% |
$470 - $625
|
7.52K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$423 - $562
|
617
$31.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.34% |
$141 - $187
|
885
$45.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.44% |
$141 - $187
|
212
$10.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.8% |
$141 - $187
|
378
$19.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.0% |
$94.1 - $125
|
102
$5.25K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 7.69% |
$47 - $62.5
|
14
$721
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2- 0.02% |
$94.1 - $125
|
10.8K
$554K
|