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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.63K- 15.11% |
$235K - $263K
|
26K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-449- 5.91% |
$22.8K - $25.5K
|
7.15K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.4K- 17.85% |
$683K - $764K
|
61.9K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
74.3KNew |
$3.77M - $4.22M
|
74.3K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
128K+ 5.16% |
$6.5M - $7.28M
|
2.61M
$143M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
10.7K+ 44.39% |
$543K - $608K
|
34.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 37.51% |
$103K - $115K
|
7.44K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29.7K+ 6.81% |
$1.51M - $1.69M
|
466K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.9KNew |
$198K - $221K
|
3.9K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-70K- 5.18% |
$3.55M - $3.97M
|
1.28M
$70.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.1K+ 3.09% |
$107K - $119K
|
70.1K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
55+ 0.57% |
$2.79K - $3.13K
|
9.73K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$520K - $581K
|
10.2K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
199K+ 2.29% |
$10.1M - $11.3M
|
8.87M
$487M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.47M+ 7.68% |
$74.7M - $83.5M
|
20.6M
$1.13B
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.6K- 77.39% |
$1.25M - $1.4M
|
7.2K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-717- 47.39% |
$36.4K - $40.7K
|
796
$43.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
36KNew |
$1.83M - $2.05M
|
36K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-499- 4.23% |
$25.3K - $28.4K
|
11.3K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
193K+ 63.45% |
$9.82M - $11M
|
498K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-181- 88.73% |
$9.19K - $10.3K
|
23
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
916+ 2.8% |
$46.5K - $52K
|
33.6K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.58K- 39.92% |
$284K - $317K
|
8.4K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
5.4KNew |
$274K - $307K
|
5.4K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.75KNew |
$88.9K - $99.4K
|
1.75K
$96K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.1K+ 154.76% |
$1.99M - $2.22M
|
64.3K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 9.14% |
$170K - $190K
|
39.9K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 7.41% |
$406 - $455
|
100
$5.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1K- 13.33% |
$50.8K - $56.8K
|
6.5K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$35.6K - $39.8K
|
700
$38.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.14% |
$152 - $170
|
2.17K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
921+ 3.06% |
$46.8K - $52.3K
|
31K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21K+ 33.7% |
$1.07M - $1.19M
|
83.2K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.05K+ 115.79% |
$358K - $400K
|
13.1K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.9K- 1.86% |
$2.08M - $2.32M
|
2.15M
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
16K+ 16.69% |
$811K - $907K
|
112K
$6.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-195K- 57.59% |
$9.93M - $11.1M
|
144K
$7.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
231K+ 32166.53% |
$11.7M - $13.1M
|
231K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-50- 0.9% |
$2.54K - $2.84K
|
5.53K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-14.8K- 2.11% |
$752K - $841K
|
685K
$37.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.5K+ 12.82% |
$178K - $199K
|
30.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
932+ 8.68% |
$47.3K - $53K
|
11.7K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.3K- 11.43% |
$1.64M - $1.83M
|
250K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.45K+ 440.3% |
$73.8K - $82.6K
|
1.78K
$97.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.21K+ 7.32% |
$265K - $296K
|
76.4K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 10.0% |
$50.8 - $56.8
|
11
$604
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
72KNew |
$3.66M - $4.09M
|
72K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25.1K- 10.41% |
$1.27M - $1.42M
|
216K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.65KNew |
$236K - $264K
|
4.65K
$255K
|