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 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.1% |
$423 - $562
|
8.84K
$455K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-73- 1.37% |
$3.43K - $4.56K
|
5.24K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-77- 1.83% |
$3.62K - $4.81K
|
4.13K
$213K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-98- 48.76% |
$4.61K - $6.12K
|
103
$5.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-118- 0.85% |
$5.55K - $7.37K
|
13.8K
$709K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-146- 2.46% |
$6.87K - $9.12K
|
5.78K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-150- 10.71% |
$7.05K - $9.37K
|
1.25K
$64.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-248- 3.43% |
$11.7K - $15.5K
|
6.99K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-250- 5.44% |
$11.8K - $15.6K
|
4.34K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-265- 5.99% |
$12.5K - $16.5K
|
4.16K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-304- 50.33% |
$14.3K - $19K
|
300
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-335- 5.1% |
$15.8K - $20.9K
|
6.23K
$321K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-498- 5.04% |
$23.4K - $31.1K
|
9.38K
$483K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-572- 12.55% |
$26.9K - $35.7K
|
3.99K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-811- 2.96% |
$38.1K - $50.6K
|
26.6K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-842- 72.03% |
$39.6K - $52.6K
|
327
$16.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-860- 8.15% |
$40.4K - $53.7K
|
9.69K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-990- 20.84% |
$46.6K - $61.8K
|
3.76K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-999- 8.81% |
$47K - $62.4K
|
10.3K
$532K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.39K- 87.38% |
$65.1K - $86.5K
|
200
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 1.65% |
$69.5K - $92.3K
|
88.2K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.75K- 10.5% |
$82.4K - $109K
|
14.9K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 6.85% |
$85.6K - $114K
|
24.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.96K- 40.47% |
$92.3K - $123K
|
2.89K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-2K- 12.35% |
$94.1K - $125K
|
14.2K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 8.11% |
$121K - $161K
|
29.1K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.59K- 32.62% |
$122K - $162K
|
5.36K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.75K- 26.13% |
$129K - $172K
|
7.78K
$400K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.02K- 1.54% |
$142K - $189K
|
193K
$9.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.15K- 38.65% |
$148K - $197K
|
5K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.3K- 18.25% |
$155K - $206K
|
14.8K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.4K- 15.35% |
$160K - $212K
|
18.7K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3.61K- 15.78% |
$170K - $226K
|
19.3K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.31K- 15.1% |
$249K - $331K
|
29.8K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.31K- 85.7% |
$297K - $394K
|
1.05K
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7K- 4.59% |
$329K - $437K
|
145K
$7.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.18K- 47.92% |
$338K - $448K
|
7.8K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-9.78K- 15.35% |
$460K - $611K
|
54K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 26.8% |
$490K - $651K
|
28.5K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.5K- 74.87% |
$496K - $658K
|
3.54K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 41.56% |
$508K - $675K
|
15.2K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-11K- 4.44% |
$517K - $687K
|
237K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12K- 19.81% |
$562K - $747K
|
48.4K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 57.71% |
$623K - $827K
|
9.71K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 24.46% |
$1.16M - $1.54M
|
76.2K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-26.8K- 52.49% |
$1.26M - $1.67M
|
24.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.9K- 54.42% |
$1.55M - $2.06M
|
27.6K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.5K- 31.37% |
$2.23M - $2.97M
|
104K
$5.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-53.5K- 9.81% |
$2.52M - $3.34M
|
492K
$25.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-76.9K- 73.63% |
$3.62M - $4.8M
|
27.6K
$1.42M
|