Purchases and Sales Made in Q4 2024 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 7.18% |
$163K - $182K
|
47.9K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.03K+ 58.79% |
$154K - $172K
|
8.19K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.95K+ 12.36% |
$150K - $168K
|
26.8K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.5KNew |
$127K - $142K
|
2.5K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 6891.67% |
$126K - $141K
|
2.52K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.1K+ 3.09% |
$107K - $119K
|
70.1K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 37.51% |
$103K - $115K
|
7.44K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.99KNew |
$101K - $113K
|
1.99K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.75KNew |
$88.9K - $99.4K
|
1.75K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.45K+ 440.3% |
$73.8K - $82.6K
|
1.78K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.43K+ 31.57% |
$72.4K - $81K
|
5.94K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 15.43% |
$69.6K - $77.9K
|
10.3K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.35K+ 5.92% |
$68.4K - $76.5K
|
24.1K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 112.51% |
$65.8K - $73.6K
|
2.45K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.13K+ 10.51% |
$57.5K - $64.3K
|
11.9K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 9.48% |
$53.2K - $59.5K
|
12.1K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.02KNew |
$51.9K - $58.1K
|
1.02K
$59.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
932+ 8.68% |
$47.3K - $53K
|
11.7K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
921+ 3.06% |
$46.8K - $52.3K
|
31K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
916+ 2.8% |
$46.5K - $52K
|
33.6K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
819+ 90.6% |
$41.6K - $46.5K
|
1.72K
$99.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
788+ 93.25% |
$40K - $44.8K
|
1.63K
$94.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
761+ 362.38% |
$38.7K - $43.2K
|
971
$56.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$35.6K - $39.8K
|
700
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
602New |
$30.6K - $34.2K
|
602
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
600+ 4.4% |
$30.5K - $34.1K
|
14.2K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
457+ 2.84% |
$23.2K - $26K
|
16.6K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
448+ 4.65% |
$22.8K - $25.5K
|
10.1K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
393+ 14.95% |
$20K - $22.3K
|
3.02K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
282+ 6.05% |
$14.3K - $16K
|
4.94K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
279+ 27900.0% |
$14.2K - $15.9K
|
280
$16.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
251+ 2.72% |
$12.8K - $14.3K
|
9.46K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
247+ 6.16% |
$12.5K - $14K
|
4.26K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
200+ 3.23% |
$10.2K - $11.4K
|
6.4K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 17.12% |
$9.25K - $10.3K
|
1.25K
$72.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
137+ 0.26% |
$6.96K - $7.78K
|
52.3K
$3.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
105+ 2.55% |
$5.33K - $5.97K
|
4.22K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103+ 7.44% |
$5.23K - $5.85K
|
1.49K
$86.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 2.28% |
$5.08K - $5.68K
|
4.49K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.08K - $5.68K
|
100
$5.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $5.68K
|
100
$5.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
75+ 1.64% |
$3.81K - $4.26K
|
4.64K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
74+ 1.66% |
$3.76K - $4.2K
|
4.52K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62+ 3.77% |
$3.15K - $3.52K
|
1.71K
$98.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
55+ 0.57% |
$2.79K - $3.13K
|
9.73K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.83% |
$2.24K - $2.5K
|
5.33K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.58% |
$1.93K - $2.16K
|
6.65K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33New |
$1.68K - $1.88K
|
33
$1.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.73% |
$813 - $909
|
943
$54.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.15% |
$559 - $625
|
7.56K
$438K
|