Latest Institutional Purchases of Sunoco LP (SUN)
This list provides information on the latest institutional transactions involving Sunoco LP (SUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.58% |
$1.93K - $2.16K
|
6.65K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33New |
$1.68K - $1.88K
|
33
$1.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.73% |
$813 - $909
|
943
$54.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.15% |
$559 - $625
|
7.56K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.4% |
$457 - $511
|
652
$37.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.03% |
$203 - $227
|
15.4K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.8% |
$203 - $227
|
226
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.99% |
$203 - $227
|
205
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.14% |
$152 - $170
|
2.17K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.82% |
$152 - $170
|
168
$9.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 10.0% |
$50.8 - $56.8
|
11
$638
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.19M - $2.55M
|
43.5K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25.1KNew |
$1.26M - $1.47M
|
25.1K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$795K - $927K
|
15.8K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.6KNew |
$733K - $854K
|
14.6K
$846K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.3K+ 128.93% |
$619K - $721K
|
21.9K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.76KNew |
$490K - $571K
|
9.76K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.74KNew |
$389K - $453K
|
7.74K
$449K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
5.4K+ 110.2% |
$271K - $316K
|
10.3K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.99KNew |
$250K - $292K
|
4.99K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$248K - $289K
|
4.93K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.24K+ 95.36% |
$213K - $248K
|
8.68K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4KNew |
$201K - $234K
|
4K
$232K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.08KNew |
$155K - $180K
|
3.08K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.83KNew |
$92.1K - $107K
|
1.83K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
800New |
$40.2K - $46.8K
|
800
$46.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
800+ 16.39% |
$40.2K - $46.8K
|
5.68K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
337New |
$16.9K - $19.7K
|
337
$19.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 5.56% |
$10K - $11.7K
|
3.8K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
200+ 5.4% |
$10K - $11.7K
|
3.91K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$10K - $11.7K
|
200
$11.6K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
190+ 1.82% |
$9.54K - $11.1K
|
10.6K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
180New |
$9.04K - $10.5K
|
180
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 0.6% |
$5.73K - $6.67K
|
19K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$5.8K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
45New |
$2.26K - $2.63K
|
45
$2.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
44+ 0.03% |
$2.21K - $2.58K
|
154K
$8.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.51K - $1.76K
|
12K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.3% |
$1.41K - $1.64K
|
9.35K
$542K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
258K+ 82.35% |
$12.8M - $15.5M
|
572K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.15M - $6.22M
|
104K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60KNew |
$2.98M - $3.61M
|
60K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
35.2KNew |
$1.75M - $2.11M
|
35.2K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
33.4KNew |
$1.66M - $2.01M
|
33.4K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.38M - $1.67M
|
27.8K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
21.6KNew |
$1.07M - $1.3M
|
21.6K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$929K - $1.12M
|
18.7K
$1.08M
|
|