Purchases and Sales Made in Q4 2023 in Suncor Energy Inc (SU)
This table provides information about the institutional ownership of Suncor Energy Inc (SU) during Q4 2023. The information is specifically focused on institutions that hold shares of SUNCOR ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.77% |
$1.66K - $1.93K
|
7.37K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
50New |
$1.48K - $1.73K
|
50
$1.96K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
50+ 125.0% |
$1.48K - $1.73K
|
90
$3.53K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
50+ 125.0% |
$1.48K - $1.73K
|
90
$3.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37New |
$1.09K - $1.28K
|
37
$1.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 2.43% |
$1.07K - $1.24K
|
1.52K
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34New |
$1.01K - $1.17K
|
34
$1.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
33+ 2.7% |
$976 - $1.14K
|
1.26K
$49.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
32+ 0.39% |
$947 - $1.1K
|
8.31K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 33.78% |
$740 - $863
|
99
$3.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24+ 0.29% |
$710 - $829
|
8.22K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$207 - $242
|
6.41K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.88% |
$148 - $173
|
572
$22.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.96% |
$148 - $173
|
527
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 5.0% |
$59.2 - $69.1
|
42
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$59.2 - $69.1
|
3.43K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.78% |
$59.2 - $69.1
|
257
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1New |
$29.6 - $34.5
|
1
$39.2
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 2.86% |
$29.6 - $34.5
|
34
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12- 0.1% |
$355 - $414
|
11.7K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13- 0.09% |
$385 - $449
|
13.7K
$538K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 0.13% |
$414 - $483
|
10.5K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 0.8% |
$503 - $587
|
2.11K
$82.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21- 0.8% |
$621 - $725
|
2.6K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-23- 0.2% |
$681 - $794
|
11.2K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.12% |
$740 - $863
|
20.3K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33- 0.14% |
$976 - $1.14K
|
23.6K
$926K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 30.83% |
$1.09K - $1.28K
|
83
$3.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-37- 0.37% |
$1.09K - $1.28K
|
9.83K
$386K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-51- 26.42% |
$1.51K - $1.76K
|
142
$5.57K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-62- 4.4% |
$1.83K - $2.14K
|
1.35K
$52.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-64- 1.83% |
$1.89K - $2.21K
|
3.43K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-73- 57.94% |
$2.16K - $2.52K
|
53
$2.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-79- 15.13% |
$2.34K - $2.73K
|
443
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-84- 0.78% |
$2.49K - $2.9K
|
10.7K
$421K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-84- 29.58% |
$2.49K - $2.9K
|
200
$7.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-84- 29.58% |
$2.49K - $2.9K
|
200
$7.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-87- 4.51% |
$2.57K - $3K
|
1.84K
$72.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-88- 2.62% |
$2.6K - $3.04K
|
3.27K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-94- 0.77% |
$2.78K - $3.25K
|
12.2K
$478K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-98- 0.95% |
$2.9K - $3.38K
|
10.2K
$401K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-111- 8.98% |
$3.28K - $3.83K
|
1.13K
$44.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-121- 1.2% |
$3.58K - $4.18K
|
10K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-121- 1.63% |
$3.58K - $4.18K
|
7.31K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-132- 1.42% |
$3.91K - $4.56K
|
9.14K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-132- 0.7% |
$3.91K - $4.56K
|
18.7K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-144- 0.04% |
$4.26K - $4.97K
|
402K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-146- 2.11% |
$4.32K - $5.04K
|
6.77K
$266K
|