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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$29K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300+ 60.0% |
$13K - $15.4K
|
800
$46.4K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$458K - $493K
|
10.7K
$621K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.11KNew |
$346K - $373K
|
8.11K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.04KNew |
$87K - $93.8K
|
2.04K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.75K+ 20.68% |
$74.5K - $80.3K
|
10.2K
$590K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$19.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$19.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
250New |
$10.7K - $11.5K
|
250
$14.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 1.91% |
$5.76K - $6.21K
|
7.2K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$2.86K - $3.08K
|
67
$3.88K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33New |
$1.41K - $1.52K
|
33
$1.91K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.69% |
$85.4 - $92.1
|
120
$6.96K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99.6KNew |
$4.13M - $4.79M
|
99.6K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.74KNew |
$238K - $276K
|
5.74K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$82.9K - $96.2K
|
2K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.2KNew |
$49.7K - $57.7K
|
1.2K
$69.6K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
642+ 31.72% |
$26.6K - $30.9K
|
2.67K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
383+ 21.13% |
$15.9K - $18.4K
|
2.2K
$127K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 1.77% |
$4.35K - $5.05K
|
6.05K
$351K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.6KNew |
$296K - $341K
|
7.6K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.78KNew |
$264K - $304K
|
6.78K
$393K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.79KNew |
$226K - $260K
|
5.79K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$195K - $224K
|
5K
$290K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.88KNew |
$190K - $219K
|
4.88K
$283K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$70K - $80.6K
|
1.8K
$104K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$19.5K - $22.4K
|
500
$29K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
300New |
$11.7K - $13.5K
|
300
$17.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$7.79K - $8.97K
|
200
$11.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120New |
$4.68K - $5.38K
|
120
$6.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.9K - $4.49K
|
100
$5.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.91% |
$2.14K - $2.47K
|
6.08K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33New |
$1.29K - $1.48K
|
33
$1.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6New |
$234 - $269
|
6
$348
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.6% |
$77.9 - $89.7
|
127
$7.36K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.52KNew |
$272K - $318K
|
7.52K
$436K
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
6.02KNew |
$218K - $255K
|
6.02K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
909+ 1.78% |
$32.8K - $38.4K
|
51.9K
$3.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
PUT |
500New |
$18.1K - $21.1K
|
500
$29K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
41+ 2.11% |
$1.48K - $1.73K
|
1.98K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 2.05% |
$144 - $169
|
199
$11.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$72.2 - $84.6
|
2
$116
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Park Circle CO
|
BUY
|
- |
11.6K+ 46.87% |
$413K - $514K
|
36.4K
$2.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.6KNew |
$271K - $337K
|
7.6K
$441K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.81KNew |
$242K - $302K
|
6.81K
$395K
|
|
|
Aug 10, 2022
Q2 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
5.89KNew |
$210K - $261K
|
5.89K
$341K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2KNew |
$71.2K - $88.7K
|
2K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
424New |
$15.1K - $18.8K
|
424
$24.6K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
450New |
$18K - $21K
|
450
$26.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$360 - $420
|
9
$522
|
|