Institutional Ownership Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI). We have compiled data on the 547 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
90
shares
|
$11,274
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
88
shares
|
$11,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
86
shares
|
$10,773
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
86
shares
|
$10,773
0.0% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
81
shares
|
$10,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
77
shares
|
$9,645
0.01% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
77
shares
|
$9,645
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
73
shares
|
$9,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
72
shares
|
$9,019
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
71
shares
|
$8,894
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
66
shares
|
$8,267
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
60
shares
|
$7,516
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58
shares
|
$7,265
0.0% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
55
shares
|
$6,889
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
51
shares
|
$6,388
0.0% of portfolio
|
Q2 2024
Reduced 23.88%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$6,388
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$6,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$6,012
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
47
shares
|
$5,887
0.0% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
46
shares
|
$5,762
0.0% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
45
shares
|
$5,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
44
shares
|
$5,511
0.0% of portfolio
|
Q3 2024
Added 2100.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
41
shares
|
$5,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$5,010
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
39
shares
|
$4,885
0.0% of portfolio
|
Q2 2024
Added 62.5%
|