Purchases and Sales Made in Q4 2025 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q4 2025. The information is specifically focused on institutions that hold shares of Sunoco LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.1K+ 16.69% |
$887K - $988K
|
127K
$6.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.66KNew |
$277K - $308K
|
5.66K
$297K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
3.16KNew |
$155K - $172K
|
3.16K
$166K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3K+ 150.0% |
$147K - $164K
|
5K
$263K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.7KNew |
$132K - $147K
|
2.7K
$142K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.91KNew |
$93.4K - $104K
|
1.91K
$100K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 24.94% |
$53.5K - $59.6K
|
5.48K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 10.96% |
$53.5K - $59.6K
|
11.1K
$581K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.05K+ 2.78% |
$51.1K - $57K
|
38.7K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
541+ 3.97% |
$26.5K - $29.5K
|
14.2K
$743K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
101+ 116.09% |
$4.94K - $5.5K
|
188
$9.87K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32+ 0.32% |
$1.57K - $1.74K
|
10.1K
$528K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$343 - $382
|
4.26K
$223K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 1.4% |
$147 - $164
|
218
$11.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3+ 0.07% |
$147 - $164
|
4.54K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 1.47% |
$196 - $218
|
268
$14.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-173- 1.85% |
$8.46K - $9.43K
|
9.18K
$482K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-204- 4.33% |
$9.98K - $11.1K
|
4.51K
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-529- 9.18% |
$25.9K - $28.8K
|
5.23K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-901- 4.58% |
$44.1K - $49.1K
|
18.8K
$986K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1.02K- 11.24% |
$49.7K - $55.4K
|
8.02K
$421K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 2.75% |
$55.1K - $61.4K
|
39.8K
$2.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.13K- 0.5% |
$55.3K - $61.6K
|
227K
$11.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.18K- 19.12% |
$57.6K - $64.2K
|
4.98K
$262K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 32.61% |
$99.2K - $111K
|
4.19K
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 34.62% |
$220K - $245K
|
8.5K
$446K
|
|