Purchases and Sales Made in Q1 2024 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q1 2024. 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 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$6.17K - $6.8K
|
50
$6.33K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 78.13% |
$6.17K - $6.8K
|
114
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 3.31% |
$6.04K - $6.66K
|
1.53K
$193K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.91% |
$6.04K - $6.66K
|
5.43K
$687K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$5.92K - $6.53K
|
48
$6.07K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40New |
$4.93K - $5.44K
|
40
$5.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
35+ 0.43% |
$4.32K - $4.76K
|
8.26K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34New |
$4.19K - $4.62K
|
34
$4.3K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
33+ 0.1% |
$4.07K - $4.49K
|
34.2K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
33+ 0.87% |
$4.07K - $4.49K
|
3.84K
$486K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 70.45% |
$3.82K - $4.21K
|
75
$9.49K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30New |
$3.7K - $4.08K
|
30
$3.8K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
27+ 0.05% |
$3.33K - $3.67K
|
58.9K
$7.45M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 2300.0% |
$2.84K - $3.13K
|
24
$3.04K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.59K - $2.85K
|
21
$2.66K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 0.27% |
$1.6K - $1.77K
|
4.77K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10+ 0.25% |
$1.23K - $1.36K
|
4.03K
$510K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8New |
$987 - $1.09K
|
8
$1.01K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.2% |
$987 - $1.09K
|
4K
$506K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 3.02% |
$987 - $1.09K
|
273
$34.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.58% |
$863 - $952
|
1.22K
$154K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 33.33% |
$617 - $680
|
20
$2.53K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 1.8% |
$617 - $680
|
283
$35.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 2.86% |
$247 - $272
|
72
$9.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.3% |
$123 - $136
|
78
$9.87K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$123 - $136
|
3.03K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$123 - $136
|
1
$127
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 7.14% |
$123 - $136
|
15
$1.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$123 - $136
|
4
$506
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.31% |
$123 - $136
|
328
$41.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 0.56% |
$123 - $136
|
179
$22.6K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 20.0% |
$123 - $136
|
4
$506
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1Closed |
$123 - $136
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 3.09% |
$370 - $408
|
94
$11.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.47% |
$370 - $408
|
632
$79.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4- 0.32% |
$493 - $544
|
1.24K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-4- 0.25% |
$493 - $544
|
1.61K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6- -0.0% |
$740 - $816
|
546K
$69M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 18.75% |
$740 - $816
|
26
$3.29K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-9- 0.25% |
$1.11K - $1.22K
|
3.57K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 20.45% |
$1.11K - $1.22K
|
35
$4.43K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 0.41% |
$1.36K - $1.5K
|
2.69K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 14.95% |
$1.97K - $2.18K
|
91
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18- 21.69% |
$2.22K - $2.45K
|
65
$8.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23- 0.85% |
$2.84K - $3.13K
|
2.69K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24- 0.5% |
$2.96K - $3.26K
|
4.74K
$600K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.19% |
$3.08K - $3.4K
|
13.4K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-27- 3.63% |
$3.33K - $3.67K
|
716
$90.6K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29- 1.18% |
$3.58K - $3.94K
|
2.44K
$308K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35- 32.11% |
$4.32K - $4.76K
|
74
$9.36K
|