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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
249+ 5.7% |
$12.4K - $15K
|
4.62K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $220K
|
3.65K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$694K - $839K
|
14K
$779K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-100- 1.59% |
$4.97K - $6.01K
|
6.2K
$346K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
90New |
$4.48K - $5.41K
|
90
$5.02K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.38KNew |
$218K - $264K
|
4.38K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
932+ 24.63% |
$46.3K - $56K
|
4.72K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.95K - $12K
|
200
$11.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
845New |
$42K - $50.8K
|
845
$47.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.12KNew |
$304K - $368K
|
6.12K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
261New |
$13K - $15.7K
|
261
$14.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.79K - $2.16K
|
36
$2.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11K- 64.71% |
$547K - $661K
|
6K
$335K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.72K+ 86.26% |
$235K - $284K
|
10.2K
$569K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.64% |
$746 - $902
|
928
$51.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
860+ 8.19% |
$42.8K - $51.7K
|
11.4K
$634K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$929K - $1.12M
|
18.7K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.99KNew |
$298K - $360K
|
5.99K
$335K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
40+ 75.47% |
$1.99K - $2.41K
|
93
$5.19K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$4.97K - $6.01K
|
100
$5.58K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
258K+ 82.35% |
$12.8M - $15.5M
|
572K
$31.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
80New |
$3.98K - $4.81K
|
80
$4.46K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
184+ 21.72% |
$9.15K - $11.1K
|
1.03K
$57.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$673K - $814K
|
13.5K
$756K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-47.5K- 77.36% |
$2.61M - $3.05M
|
13.9K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.57% |
$1.37K - $1.6K
|
4.44K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$76.8K - $89.9K
|
1.4K
$78.1K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
7KNew |
$384K - $449K
|
7K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1K- 25.0% |
$54.9K - $64.2K
|
3K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$11K - $12.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$274K - $321K
|
5K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 29.83% |
$158K - $185K
|
12.5K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.06K+ 110.06% |
$223K - $260K
|
7.75K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-35- 0.89% |
$1.92K - $2.25K
|
3.92K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
900New |
$49.4K - $57.8K
|
900
$50.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$2.74M - $3.21M
|
50K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.32% |
$603 - $706
|
3.5K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 21.56% |
$867K - $1.02M
|
57.5K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$549 - $642
|
10
$558
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$320K - $375K
|
5.84K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
679New |
$37.2K - $43.6K
|
679
$37.9K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$208K - $243K
|
3.79K
$212K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$27.4K - $32.1K
|
500
$27.9K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-53.9K- 20.99% |
$2.96M - $3.46M
|
203K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
6.95KNew |
$381K - $446K
|
6.95K
$388K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.2KNew |
$1.33M - $1.55M
|
24.2K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.2KNew |
$667K - $780K
|
12.2K
$678K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-200- 23.53% |
$11K - $12.8K
|
650
$36.3K
|
|