Purchases and Sales Made in Q1 2025 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q1 2025. 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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
512+ 8.29% |
$61.7K - $69.9K
|
6.69K
$846K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
507New |
$61.1K - $69.2K
|
507
$64.1K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
500+ 2.09% |
$60.3K - $68.2K
|
24.4K
$3.08M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
498+ 4.02% |
$60K - $67.9K
|
12.9K
$1.63M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
490+ 510.42% |
$59.1K - $66.9K
|
586
$74.1K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
472+ 5.9% |
$56.9K - $64.4K
|
8.48K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
465+ 12.14% |
$56K - $63.4K
|
4.3K
$543K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
462+ 7.34% |
$55.7K - $63K
|
6.76K
$854K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
460+ 1.04% |
$55.4K - $62.8K
|
44.6K
$5.65M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
431+ 12.72% |
$51.9K - $58.8K
|
3.82K
$483K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
423+ 5.17% |
$51K - $57.7K
|
8.6K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
409+ 9.3% |
$49.3K - $55.8K
|
4.81K
$608K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
373+ 18.89% |
$45K - $50.9K
|
2.35K
$297K
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
371+ 1.35% |
$44.7K - $50.6K
|
27.9K
$3.52M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
365+ 9.93% |
$44K - $49.8K
|
4.04K
$511K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
345+ 1.33% |
$41.6K - $47.1K
|
26.3K
$3.33M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
345+ 4.08% |
$41.6K - $47.1K
|
8.79K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
330New |
$39.8K - $45K
|
330
$41.7K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$39.8K - $45K
|
330
$41.7K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
308+ 28.81% |
$37.1K - $42K
|
1.38K
$174K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
301+ 4.32% |
$36.3K - $41.1K
|
7.26K
$919K
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
288+ 1.4% |
$34.7K - $39.3K
|
20.8K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
280+ 5.59% |
$33.7K - $38.2K
|
5.29K
$669K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
263+ 4.17% |
$31.7K - $35.9K
|
6.58K
$832K
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
263+ 5.73% |
$31.7K - $35.9K
|
4.85K
$614K
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
239New |
$28.8K - $32.6K
|
239
$30.2K
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
235+ 4.39% |
$28.3K - $32.1K
|
5.59K
$707K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
227New |
$27.4K - $31K
|
227
$28.7K
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
226New |
$27.2K - $30.8K
|
226
$28.6K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
201+ 0.22% |
$24.2K - $27.4K
|
92.8K
$11.7M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 66.43% |
$22.9K - $25.9K
|
476
$60.2K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
184+ 1.42% |
$22.2K - $25.1K
|
13.2K
$1.66M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
178+ 3.43% |
$21.5K - $24.3K
|
5.36K
$678K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
177New |
$21.3K - $24.1K
|
177
$22.4K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
155+ 2.08% |
$18.7K - $21.1K
|
7.61K
$963K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
154+ 0.77% |
$18.6K - $21K
|
20.1K
$2.54M
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
148+ 6.53% |
$17.8K - $20.2K
|
2.41K
$305K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
145New |
$17.5K - $19.8K
|
145
$18.3K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
142+ 1.56% |
$17.1K - $19.4K
|
9.22K
$1.17M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120+ 11.62% |
$14.5K - $16.4K
|
1.15K
$146K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
118+ 6.4% |
$14.2K - $16.1K
|
1.96K
$248K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
115+ 0.88% |
$13.9K - $15.7K
|
13.2K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112+ 3.09% |
$13.5K - $15.3K
|
3.74K
$473K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
102+ 4.25% |
$12.3K - $13.9K
|
2.5K
$317K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 0.96% |
$12.1K - $13.6K
|
10.5K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.37% |
$12.1K - $13.6K
|
27.1K
$3.43M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 33.47% |
$10K - $11.3K
|
331
$41.9K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
77+ 9.14% |
$9.28K - $10.5K
|
919
$116K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
67+ 6.65% |
$8.08K - $9.14K
|
1.08K
$136K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
65+ 18.52% |
$7.83K - $8.87K
|
416
$52.6K
|