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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.87K- 4.35% |
$146K - $163K
|
63.1K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.53K- 24.53% |
$179K - $200K
|
10.8K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.63K- 15.11% |
$235K - $263K
|
26K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.64K- 10.54% |
$236K - $264K
|
39.4K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.81K- 14.34% |
$244K - $273K
|
28.7K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.58K- 39.92% |
$284K - $317K
|
8.4K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.78K- 25.11% |
$294K - $329K
|
17.2K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.46K- 23.66% |
$379K - $424K
|
24.1K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.12K- 7.11% |
$463K - $518K
|
119K
$6.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11K- 37.85% |
$557K - $623K
|
18K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-11.1K- 52.34% |
$565K - $632K
|
10.1K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.4K- 17.85% |
$683K - $764K
|
61.9K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-14.1K- 51.01% |
$714K - $799K
|
13.5K
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-14.8K- 2.11% |
$752K - $841K
|
685K
$39.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.1K- 7.82% |
$767K - $858K
|
178K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.6K- 77.39% |
$1.25M - $1.4M
|
7.2K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25.1K- 10.41% |
$1.27M - $1.42M
|
216K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.3K- 11.43% |
$1.64M - $1.83M
|
250K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.9K- 1.86% |
$2.08M - $2.32M
|
2.15M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40.9K- 97.79% |
$2.08M - $2.32M
|
925
$53.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-49K- 40.83% |
$2.49M - $2.78M
|
71K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-70K- 5.18% |
$3.55M - $3.97M
|
1.28M
$74.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-79.7K- 5.57% |
$4.05M - $4.53M
|
1.35M
$78.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-98.2K- 82.51% |
$4.99M - $5.58M
|
20.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-101K- 32.07% |
$5.11M - $5.72M
|
213K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-120K- 17.83% |
$6.09M - $6.81M
|
553K
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-158K- 38.65% |
$8.05M - $9.01M
|
252K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-195K- 57.59% |
$9.93M - $11.1M
|
144K
$8.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-200K- 2.89% |
$10.2M - $11.4M
|
6.73M
$390M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-245K- 85.23% |
$12.5M - $13.9M
|
42.5K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-562K- 98.07% |
$28.5M - $31.9M
|
11K
$640K
|