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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 0.26% |
$726 - $830
|
5.69K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.35% |
$1.16K - $1.33K
|
6.81K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
209+ 5.17% |
$10.1K - $11.6K
|
4.25K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-66- 4.79% |
$3.2K - $3.65K
|
1.31K
$68.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
625New |
$30.3K - $34.6K
|
625
$32.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53+ 0.72% |
$2.57K - $2.93K
|
7.45K
$391K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 7.66% |
$968 - $1.11K
|
281
$14.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-600- 2.41% |
$29.1K - $33.2K
|
24.3K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4KNew |
$194K - $221K
|
4K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12+ 0.17% |
$581 - $664
|
7.23K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$206K - $235K
|
4.25K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
690New |
$33.4K - $38.2K
|
690
$36.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.25K- 19.04% |
$158K - $180K
|
13.8K
$726K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
3.78K+ 0.55% |
$183K - $209K
|
695K
$36.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-943- 94.3% |
$45.7K - $52.2K
|
57
$2.99K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.73K+ 132.97% |
$423K - $483K
|
15.3K
$803K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
626New |
$30.3K - $34.6K
|
626
$32.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1- 0.01% |
$48.4 - $55.3
|
7.74K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.35% |
$96.8 - $111
|
575
$30.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.72% |
$194 - $221
|
237
$12.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.68KNew |
$227K - $259K
|
4.68K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$96.8 - $111
|
154K
$8.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 16.28% |
$266K - $304K
|
28.3K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.39K- 19.1% |
$67.1K - $76.7K
|
5.87K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-282- 3.06% |
$13.7K - $15.6K
|
8.94K
$469K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-12.3K- 7.37% |
$596K - $680K
|
155K
$8.11M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
38+ 0.81% |
$1.84K - $2.1K
|
4.71K
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-767- 2.8% |
$37.1K - $42.4K
|
26.6K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-453- 7.75% |
$21.9K - $25.1K
|
5.39K
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-30- 0.25% |
$1.45K - $1.66K
|
12K
$630K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272New |
$13.2K - $15K
|
272
$14.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-80- 1.78% |
$3.87K - $4.42K
|
4.42K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
25+ 0.55% |
$1.21K - $1.38K
|
4.54K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 3.7% |
$24.2K - $27.7K
|
13K
$683K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19+ 4.85% |
$920 - $1.05K
|
411
$21.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
41+ 0.3% |
$1.99K - $2.27K
|
13.6K
$715K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.08% |
$242 - $277
|
6.22K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.26K- 5.46% |
$303K - $346K
|
109K
$5.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5K- 13.2% |
$72.6K - $83K
|
9.86K
$518K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
31+ 0.31% |
$1.5K - $1.71K
|
10K
$526K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
779+ 16.04% |
$37.7K - $43.1K
|
5.64K
$296K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-167- 0.1% |
$8.41K - $9.87K
|
159K
$8.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22New |
$1.11K - $1.3K
|
22
$1.16K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.08KNew |
$105K - $123K
|
2.08K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.5KNew |
$277K - $325K
|
5.5K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.05KNew |
$103K - $121K
|
2.05K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.68KNew |
$286K - $336K
|
5.68K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-64.3K- 64.49% |
$3.24M - $3.8M
|
35.4K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
400New |
$20.2K - $23.7K
|
400
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
43.4KNew |
$2.19M - $2.57M
|
43.4K
$2.28M
|
|