Purchases and Sales Made in Q1 2023 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q1 2023. The information is specifically focused on institutions that hold shares of SUN COMMUNITIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-41- 2.1% |
$5.31K - $6.68K
|
1.92K
$240K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 21.83% |
$5.57K - $7.01K
|
154
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 86.27% |
$5.7K - $7.17K
|
7
$876
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45- 1.34% |
$5.83K - $7.34K
|
3.32K
$415K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-50- 2.86% |
$6.47K - $8.15K
|
1.7K
$213K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-70- 7.48% |
$9.06K - $11.4K
|
866
$108K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-72- 2.8% |
$9.32K - $11.7K
|
2.5K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77- 0.51% |
$9.97K - $12.6K
|
15.1K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-86- 3.14% |
$11.1K - $14K
|
2.66K
$332K
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-91- 1.18% |
$11.8K - $14.8K
|
7.59K
$950K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-95- 3.18% |
$12.3K - $15.5K
|
2.89K
$361K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-96- 0.27% |
$12.4K - $15.6K
|
35.5K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-98- 1.29% |
$12.7K - $16K
|
7.52K
$941K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.41% |
$12.9K - $16.3K
|
4.05K
$506K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 95.24% |
$12.9K - $16.3K
|
5
$626
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 0.46% |
$13.9K - $17.4K
|
23.3K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 6.62% |
$14.2K - $17.9K
|
1.55K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-117- 22.63% |
$15.1K - $19.1K
|
400
$50K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-124- 21.2% |
$16.1K - $20.2K
|
461
$57.7K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-124- 21.2% |
$16.1K - $20.2K
|
461
$57.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-131- 1.99% |
$17K - $21.4K
|
6.44K
$805K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-133- 0.68% |
$17.2K - $21.7K
|
19.5K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-146- 1.27% |
$18.9K - $23.8K
|
11.3K
$1.42M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-177- 9.22% |
$22.9K - $28.9K
|
1.74K
$218K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-186- 1.01% |
$24.1K - $30.3K
|
18.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-202- 1.27% |
$26.1K - $32.9K
|
15.7K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-205Closed |
$26.5K - $33.4K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
SELL
|
- |
-241- 11.04% |
$31.2K - $39.3K
|
1.94K
$243K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-253- 1.18% |
$32.8K - $41.2K
|
21.2K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-266- 13.85% |
$34.4K - $43.4K
|
1.66K
$207K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-296- 10.21% |
$38.3K - $48.3K
|
2.6K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-308- 8.98% |
$39.9K - $50.2K
|
3.12K
$390K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-313- 0.33% |
$40.5K - $51K
|
93.2K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-313- 0.17% |
$40.5K - $51K
|
188K
$23.5M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-317- 47.24% |
$41K - $51.7K
|
354
$44.3K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-334- 4.53% |
$43.2K - $54.4K
|
7.04K
$880K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-353- 3.14% |
$45.7K - $57.5K
|
10.9K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-373- 96.88% |
$48.3K - $60.8K
|
12
$1.5K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-380- 2.37% |
$49.2K - $61.9K
|
15.7K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-398- 42.3% |
$51.5K - $64.9K
|
543
$67.9K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 50.0% |
$51.8K - $65.2K
|
400
$50K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-430- 0.57% |
$55.7K - $70.1K
|
74.6K
$9.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-433- 37.78% |
$56.1K - $70.6K
|
713
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-448- 15.86% |
$58K - $73K
|
2.38K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-484- 9.96% |
$62.7K - $78.9K
|
4.37K
$547K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-507- 13.89% |
$65.6K - $82.6K
|
3.14K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-551- 53.97% |
$71.3K - $89.8K
|
470
$58.8K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-590- 16.14% |
$76.4K - $96.2K
|
3.07K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-619- 0.97% |
$80.1K - $101K
|
63.3K
$7.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-621- 4.89% |
$80.4K - $101K
|
12.1K
$1.51M
|