Latest Institutional Transactions on Sunoco LP (SUN)
This table provides information on the latest institutional transactions involving Sunoco LP (SUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-83- 1.19% |
$4.22K - $4.72K
|
6.87K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
279+ 27900.0% |
$14.2K - $15.9K
|
280
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 112.51% |
$65.8K - $73.6K
|
2.45K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-51- 1.11% |
$2.59K - $2.9K
|
4.53K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
191KNew |
$9.7M - $10.8M
|
191K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
355K+ 223.67% |
$18M - $20.2M
|
514K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1- 0.02% |
$50.8 - $56.8
|
4.71K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-466- 1.59% |
$23.7K - $26.5K
|
28.9K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11K- 37.85% |
$557K - $623K
|
18K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.98KNew |
$253K - $283K
|
4.98K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-586- 11.45% |
$29.8K - $33.3K
|
4.53K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-235- 4.41% |
$11.9K - $13.4K
|
5.09K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18K+ 18.65% |
$913K - $1.02M
|
114K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 6891.67% |
$126K - $141K
|
2.52K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.73% |
$813 - $909
|
943
$55.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.03% |
$203 - $227
|
15.4K
$911K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
788+ 93.25% |
$40K - $44.8K
|
1.63K
$96.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
137+ 0.26% |
$6.96K - $7.78K
|
52.3K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-715- 8.2% |
$36.3K - $40.6K
|
8.01K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.15% |
$559 - $625
|
7.56K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
819+ 90.6% |
$41.6K - $46.5K
|
1.72K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-194- 27.79% |
$9.86K - $11K
|
504
$29.8K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
200+ 3.23% |
$10.2K - $11.4K
|
6.4K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$403K - $451K
|
7.94K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.82% |
$152 - $170
|
168
$9.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
457+ 2.84% |
$23.2K - $26K
|
16.6K
$979K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-341- 33.07% |
$17.3K - $19.4K
|
690
$40.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-204- 2.9% |
$10.4K - $11.6K
|
6.84K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.03K+ 58.79% |
$154K - $172K
|
8.19K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
8.78K+ 41.14% |
$446K - $499K
|
30.1K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
251+ 2.72% |
$12.8K - $14.3K
|
9.46K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.64K- 10.54% |
$236K - $264K
|
39.4K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.3K+ 0.9% |
$269K - $301K
|
595K
$35.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
247+ 6.16% |
$12.5K - $14K
|
4.26K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-992- 9.96% |
$50.4K - $56.4K
|
8.97K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-14.1K- 51.01% |
$714K - $799K
|
13.5K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103+ 7.44% |
$5.23K - $5.85K
|
1.49K
$88K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
74+ 1.66% |
$3.76K - $4.2K
|
4.52K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
SELL
|
- |
-120K- 17.83% |
$6.09M - $6.81M
|
553K
$32.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-914- 16.5% |
$46.4K - $51.9K
|
4.63K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.6KNew |
$3.33M - $3.73M
|
65.6K
$3.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-277- 2.17% |
$14.1K - $15.7K
|
12.5K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.02KNew |
$51.9K - $58.1K
|
1.02K
$60.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.41KNew |
$376K - $421K
|
7.41K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.1KNew |
$562K - $629K
|
11.1K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-11.1K- 52.34% |
$565K - $632K
|
10.1K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-49K- 40.83% |
$2.49M - $2.78M
|
71K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.83% |
$2.24K - $2.5K
|
5.33K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.96KNew |
$201K - $225K
|
3.96K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.58% |
$1.93K - $2.16K
|
6.65K
$393K
|