Purchases and Sales Made in Q3 2022 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18+ 0.8% |
$2.41K - $3.09K
|
2.26K
$285K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
16+ 6.32% |
$2.15K - $2.75K
|
269
$34K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
16New |
$2.15K - $2.75K
|
16
$2.02K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
16+ 0.42% |
$2.15K - $2.75K
|
3.84K
$485K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15+ 0.33% |
$2.01K - $2.58K
|
4.56K
$577K
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14+ 0.27% |
$1.88K - $2.4K
|
5.18K
$656K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.05% |
$1.61K - $2.06K
|
23.4K
$2.96M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 100.0% |
$1.21K - $1.55K
|
18
$2.28K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$1.07K - $1.37K
|
3.23K
$408K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
8New |
$1.07K - $1.37K
|
8
$1.01K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 7.79% |
$805 - $1.03K
|
83
$10.5K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.26% |
$670 - $858
|
1.96K
$248K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.53% |
$670 - $858
|
941
$119K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 2.35% |
$536 - $687
|
174
$22K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$402 - $515
|
3
$379
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 4.17% |
$402 - $515
|
75
$9.49K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$134 - $172
|
1
$126
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 2.78% |
$134 - $172
|
37
$4.68K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1- 0.01% |
$134 - $172
|
14.3K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 10.0% |
$268 - $343
|
18
$2.28K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2- -0.0% |
$268 - $343
|
156K
$19.8M
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3- 0.13% |
$402 - $515
|
2.3K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.28% |
$805 - $1.03K
|
2.11K
$267K
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-6- 0.31% |
$805 - $1.03K
|
1.94K
$245K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 56.25% |
$1.21K - $1.55K
|
7
$885
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9- 1.59% |
$1.21K - $1.55K
|
557
$70.5K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-10Closed |
$1.34K - $1.72K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12- 0.09% |
$1.61K - $2.06K
|
13.6K
$1.72M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 2.49% |
$1.74K - $2.23K
|
509
$64.4K
|
|
Dec 01, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-14- 0.6% |
$1.88K - $2.4K
|
2.32K
$293K
|
|
Oct 26, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-14- 0.6% |
$1.88K - $2.4K
|
2.32K
$293K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-15- 37.5% |
$2.01K - $2.58K
|
25
$3.16K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-17- 0.67% |
$2.28K - $2.92K
|
2.5K
$317K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18- 66.67% |
$2.41K - $3.09K
|
9
$1.14K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18- 0.46% |
$2.41K - $3.09K
|
3.89K
$492K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18Closed |
$2.41K - $3.09K
|
0
$0
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.63% |
$2.55K - $3.26K
|
2.99K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25- 0.99% |
$3.35K - $4.29K
|
2.5K
$317K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25- 8.06% |
$3.35K - $4.29K
|
285
$36K
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25- 0.99% |
$3.35K - $4.29K
|
2.5K
$317K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-25- 1.12% |
$3.35K - $4.29K
|
2.21K
$279K
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25- 0.99% |
$3.35K - $4.29K
|
2.5K
$317K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-27- 24.11% |
$3.62K - $4.64K
|
85
$10.8K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-32- 0.47% |
$4.29K - $5.49K
|
6.8K
$860K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-33- 23.74% |
$4.42K - $5.67K
|
106
$13.4K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-33- 23.74% |
$4.42K - $5.67K
|
106
$13.4K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-36- 34.29% |
$4.83K - $6.18K
|
69
$8.73K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42- 1.19% |
$5.63K - $7.21K
|
3.49K
$442K
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-48- 0.16% |
$6.44K - $8.24K
|
29.1K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49- 6.85% |
$6.57K - $8.41K
|
666
$84.2K
|