Purchases and Sales Made in Q2 2023 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
26New |
$3.25K - $3.69K
|
26
$3.29K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25+ 1.54% |
$3.13K - $3.55K
|
1.65K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20New |
$2.5K - $2.84K
|
20
$2.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
18New |
$2.25K - $2.55K
|
18
$2.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14+ 0.24% |
$1.75K - $1.99K
|
5.89K
$745K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13+ 0.38% |
$1.63K - $1.84K
|
3.42K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10New |
$1.25K - $1.42K
|
10
$1.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9+ 0.06% |
$1.13K - $1.28K
|
14.1K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.08% |
$1K - $1.13K
|
9.83K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 14.81% |
$1K - $1.13K
|
62
$7.84K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$751 - $851
|
6
$759
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$626 - $709
|
5
$633
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.3% |
$501 - $567
|
1.36K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 66.67% |
$501 - $567
|
10
$1.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 400.0% |
$501 - $567
|
5
$633
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.19% |
$375 - $425
|
1.56K
$197K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$375 - $425
|
3
$380
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3+ 0.07% |
$375 - $425
|
4.18K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 33.33% |
$250 - $284
|
8
$1.01K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$125 - $142
|
1
$127
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$125 - $142
|
1
$127
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.09% |
$125 - $142
|
1.09K
$138K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 1.98% |
$250 - $284
|
99
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.71% |
$250 - $284
|
281
$35.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4- 66.67% |
$501 - $567
|
2
$253
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4- 1.71% |
$501 - $567
|
230
$29.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.25% |
$751 - $851
|
2.37K
$300K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 35.29% |
$751 - $851
|
11
$1.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 3.16% |
$751 - $851
|
184
$23.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7- 0.43% |
$876 - $993
|
1.63K
$206K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 5.56% |
$1.13K - $1.28K
|
153
$19.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-10- 0.57% |
$1.25K - $1.42K
|
1.73K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-11- 0.14% |
$1.38K - $1.56K
|
7.58K
$959K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 29.55% |
$1.63K - $1.84K
|
31
$3.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-19- 0.5% |
$2.38K - $2.69K
|
3.8K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-21- 20.19% |
$2.63K - $2.98K
|
83
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 84.62% |
$2.75K - $3.12K
|
4
$506
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22- 0.44% |
$2.75K - $3.12K
|
5.02K
$635K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 4.32% |
$2.88K - $3.26K
|
509
$64.4K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25Closed |
$3.13K - $3.55K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26- 0.11% |
$3.25K - $3.69K
|
23.3K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-26- 0.51% |
$3.25K - $3.69K
|
5.05K
$638K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31- 26.27% |
$3.88K - $4.4K
|
87
$11K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-32- 1.28% |
$4K - $4.54K
|
2.47K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- 0.96% |
$4.13K - $4.68K
|
3.4K
$430K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-36- 16.44% |
$4.5K - $5.1K
|
183
$23.1K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-36- 16.44% |
$4.5K - $5.1K
|
183
$23.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36- 25.35% |
$4.5K - $5.1K
|
106
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-39- 1.38% |
$4.88K - $5.53K
|
2.79K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-39- 0.52% |
$4.88K - $5.53K
|
7.48K
$946K
|