Purchases and Sales Made in Q2 2025 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$688 - $794
|
6
$756
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 44.44% |
$458 - $529
|
13
$1.64K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4New |
$458 - $529
|
4
$504
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$458 - $529
|
4
$504
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$344 - $397
|
3
$378
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 2.59% |
$344 - $397
|
119
$15K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.1% |
$344 - $397
|
2.96K
$372K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.91% |
$344 - $397
|
333
$41.9K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$229 - $265
|
2
$252
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$229 - $265
|
2
$252
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.02% |
$229 - $265
|
12.4K
$1.57M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.13% |
$229 - $265
|
1.53K
$193K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$229 - $265
|
2
$252
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 100.0% |
$229 - $265
|
4
$504
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$115 - $132
|
1
$126
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 1.75% |
$115 - $132
|
56
$7.05K
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 3.57% |
$115 - $132
|
27
$3.4K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2- 1.38% |
$229 - $265
|
143
$18K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 11.43% |
$458 - $529
|
31
$3.9K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 38.46% |
$573 - $661
|
8
$1.01K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5- 27.78% |
$573 - $661
|
13
$1.64K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 4.17% |
$802 - $926
|
161
$20.3K
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 70.0% |
$802 - $926
|
3
$378
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 15.38% |
$917 - $1.06K
|
44
$5.54K
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-9- 0.5% |
$1.03K - $1.19K
|
1.79K
$225K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 69.23% |
$1.03K - $1.19K
|
4
$504
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 34.48% |
$1.15K - $1.32K
|
19
$2.39K
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-11- 0.45% |
$1.26K - $1.45K
|
2.44K
$307K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.49% |
$1.38K - $1.59K
|
2.43K
$305K
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 48.28% |
$1.6K - $1.85K
|
15
$1.89K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.23% |
$1.6K - $1.85K
|
6.17K
$777K
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-15- 0.53% |
$1.72K - $1.98K
|
2.83K
$356K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17- 0.26% |
$1.95K - $2.25K
|
6.56K
$826K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 48.57% |
$1.95K - $2.25K
|
18
$2.27K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 30.77% |
$2.29K - $2.65K
|
45
$5.67K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-21- 5.05% |
$2.41K - $2.78K
|
395
$49.7K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.47% |
$2.52K - $2.91K
|
4.7K
$592K
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-23- 1.21% |
$2.64K - $3.04K
|
1.88K
$236K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-23- 7.74% |
$2.64K - $3.04K
|
274
$34.5K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-24- 36.36% |
$2.75K - $3.17K
|
42
$5.29K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 4.78% |
$3.21K - $3.7K
|
558
$70.3K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 42.25% |
$3.44K - $3.97K
|
41
$5.16K
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-33- 0.98% |
$3.78K - $4.36K
|
3.34K
$421K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 81.4% |
$4.01K - $4.63K
|
8
$1.01K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-45- 0.4% |
$5.16K - $5.95K
|
11.2K
$1.41M
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-45- 50.0% |
$5.16K - $5.95K
|
45
$5.67K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 29.94% |
$5.73K - $6.61K
|
117
$14.7K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 15.72% |
$5.73K - $6.61K
|
268
$33.8K
|