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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-182- 15.94% |
$9.14K - $10.7K
|
960
$55.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-450- 27.27% |
$22.6K - $26.3K
|
1.2K
$69.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 97.82% |
$65.3K - $76.1K
|
2.63K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.55K- 15.91% |
$77.8K - $90.6K
|
8.18K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.18K- 7.68% |
$59.1K - $68.8K
|
14.1K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.99KNew |
$250K - $292K
|
4.99K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$10K - $11.7K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
321K+ 1.71% |
$16.1M - $18.8M
|
19.1M
$1.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
288KNew |
$14.5M - $16.8M
|
288K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
456+ 1.47% |
$22.9K - $26.7K
|
31.5K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
189+ 1.79% |
$9.49K - $11.1K
|
10.7K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.82K+ 19.47% |
$342K - $399K
|
41.8K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
14.8K+ 178.87% |
$742K - $865K
|
23K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34K- 14.96% |
$1.71M - $1.99M
|
193K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.56KNew |
$229K - $267K
|
4.56K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.28K+ 10.34% |
$64.1K - $74.7K
|
13.6K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.54K- 7.34% |
$178K - $207K
|
44.7K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-404- 60.66% |
$20.3K - $23.6K
|
262
$15.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-264- 3.62% |
$13.3K - $15.5K
|
7.04K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
754+ 16.32% |
$37.9K - $44.1K
|
5.38K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-10.1K- 51.69% |
$507K - $591K
|
9.43K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-379- 1.37% |
$19K - $22.2K
|
27.3K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
337New |
$16.9K - $19.7K
|
337
$19.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
180New |
$9.04K - $10.5K
|
180
$10.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.65KNew |
$82.6K - $96.3K
|
1.65K
$94.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.85K- 3.5% |
$92.9K - $108K
|
51K
$2.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-35- 0.76% |
$1.76K - $2.05K
|
4.58K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-800- 12.53% |
$40.2K - $46.8K
|
5.58K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.27% |
$100 - $117
|
733
$42.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 16.44% |
$53.4K - $62.3K
|
5.41K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3K- 23.08% |
$151K - $176K
|
10K
$577K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-169- 2.07% |
$8.49K - $9.89K
|
8K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-215- 3.43% |
$10.8K - $12.6K
|
6.05K
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$795K - $927K
|
15.8K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 1.79% |
$8.24K - $9.6K
|
9K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4KNew |
$201K - $234K
|
4K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$248K - $289K
|
4.93K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.3K+ 128.93% |
$619K - $721K
|
21.9K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.83KNew |
$92.1K - $107K
|
1.83K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 10.73% |
$137K - $160K
|
22.7K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.51K - $1.76K
|
12K
$694K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
200+ 5.4% |
$10K - $11.7K
|
3.91K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.24K+ 95.36% |
$213K - $248K
|
8.68K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.94% |
$10K - $11.7K
|
3.85K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$10K - $11.7K
|
200
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
44+ 0.03% |
$2.21K - $2.58K
|
154K
$8.89M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.3% |
$1.41K - $1.64K
|
9.35K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 82.35% |
$17.6K - $20.5K
|
75
$4.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 1.81% |
$251K - $293K
|
272K
$15.7M
|