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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
67+ 6.65% |
$8.08K - $9.14K
|
1.08K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
65+ 18.52% |
$7.83K - $8.87K
|
416
$52.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65+ 4.44% |
$7.83K - $8.87K
|
1.53K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
61+ 0.67% |
$7.35K - $8.32K
|
9.18K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
50New |
$6.03K - $6.82K
|
50
$6.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 4900.0% |
$5.91K - $6.69K
|
50
$6.3K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
46New |
$5.54K - $6.28K
|
46
$5.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 100.0% |
$5.54K - $6.28K
|
92
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
45+ 100.0% |
$5.42K - $6.14K
|
90
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
40+ 2.09% |
$4.82K - $5.46K
|
1.95K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35+ 437.5% |
$4.22K - $4.78K
|
43
$5.42K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32New |
$3.86K - $4.37K
|
32
$4.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29New |
$3.5K - $3.96K
|
29
$3.65K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
29New |
$3.5K - $3.96K
|
29
$3.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 8.0% |
$2.65K - $3K
|
297
$37.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
20+ 125.0% |
$2.41K - $2.73K
|
36
$4.53K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$2.17K - $2.46K
|
18
$2.27K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 29.09% |
$1.93K - $2.18K
|
71
$8.94K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
16+ 0.13% |
$1.93K - $2.18K
|
12.4K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16New |
$1.93K - $2.18K
|
16
$2.02K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 8.39% |
$1.57K - $1.77K
|
168
$21.2K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
12+ 0.67% |
$1.45K - $1.64K
|
1.8K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10+ 0.09% |
$1.21K - $1.36K
|
11.1K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 23.81% |
$1.21K - $1.36K
|
52
$6.55K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 52.63% |
$1.21K - $1.36K
|
29
$3.65K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.33% |
$964 - $1.09K
|
2.44K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$844 - $955
|
7
$882
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 1.5% |
$723 - $819
|
405
$51K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$723 - $819
|
6
$756
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$482 - $546
|
4
$504
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$482 - $546
|
4
$504
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 6.56% |
$482 - $546
|
65
$8.19K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$482 - $546
|
4
$504
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$482 - $546
|
4
$504
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 50.0% |
$362 - $409
|
9
$1.13K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.05% |
$362 - $409
|
5.69K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 7.5% |
$362 - $409
|
43
$5.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 42.86% |
$362 - $409
|
10
$1.26K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$241 - $273
|
2
$252
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.59% |
$241 - $273
|
339
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 200.0% |
$241 - $273
|
3
$378
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$121 - $136
|
1
$126
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 3.7% |
$121 - $136
|
28
$3.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$121 - $136
|
1
$126
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.3% |
$121 - $136
|
333
$41.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1- 0.03% |
$121 - $136
|
3.27K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.28% |
$121 - $136
|
77
$9.7K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1- 25.0% |
$121 - $136
|
3
$378
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.09% |
$121 - $136
|
1.1K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3- 0.16% |
$362 - $409
|
1.92K
$242K
|