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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.42K- 5.59% |
$222K - $259K
|
74.7K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 6.29% |
$80.5K - $93.8K
|
23.9K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.2KNew |
$915K - $1.07M
|
18.2K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.63K+ 17.8% |
$233K - $271K
|
30.7K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$5.77K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.31% |
$1.66K - $1.93K
|
10.6K
$613K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
305New |
$15.2K - $18.3K
|
305
$17.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650New |
$32.3K - $39.1K
|
650
$37.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 80.0% |
$29.8K - $36.1K
|
1.35K
$77.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 22.7% |
$9.95K - $12K
|
1.08K
$62.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.83KNew |
$190K - $230K
|
3.83K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
447K+ 176.6% |
$22.2M - $26.9M
|
700K
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$1.86M - $2.25M
|
37.5K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.1K+ 217.82% |
$2.59M - $3.13M
|
76.1K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
21.6KNew |
$1.07M - $1.3M
|
21.6K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146New |
$7.26K - $8.78K
|
146
$8.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.63K+ 152.66% |
$330K - $399K
|
11K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60KNew |
$2.98M - $3.61M
|
60K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$262K - $317K
|
5.27K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.1K+ 39.08% |
$105K - $126K
|
7.48K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5KNew |
$249K - $301K
|
5K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.15M - $6.22M
|
104K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8K- 50.0% |
$398K - $481K
|
8K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.94% |
$14.9K - $18K
|
1.88K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
35.2KNew |
$1.75M - $2.11M
|
35.2K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
33.4KNew |
$1.66M - $2.01M
|
33.4K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$828K - $1M
|
16.7K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.3K+ 50.92% |
$809K - $978K
|
48.2K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.93KNew |
$245K - $296K
|
4.93K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.7KNew |
$782K - $946K
|
15.7K
$908K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
490+ 6.76% |
$24.4K - $29.5K
|
7.74K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.5K+ 207.41% |
$373K - $451K
|
11.1K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.23KNew |
$310K - $375K
|
6.23K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.38M - $1.67M
|
27.8K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
810New |
$40.3K - $48.7K
|
810
$46.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47KNew |
$73K - $88.2K
|
1.47K
$84.6K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.78% |
$3.33K - $4.03K
|
8.56K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial Group Inc
|
BUY
|
- |
4K+ 25.81% |
$199K - $241K
|
19.5K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 37.74% |
$9.95K - $12K
|
330
$19K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
574New |
$28.5K - $34.5K
|
574
$33.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$733K - $886K
|
14.7K
$850K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-79- 39.7% |
$3.93K - $4.75K
|
120
$6.92K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40New |
$1.99K - $2.41K
|
40
$2.31K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.95KNew |
$346K - $418K
|
6.95K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.99KNew |
$447K - $541K
|
8.99K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
901New |
$44.8K - $54.2K
|
901
$52K
|
|