Purchases and Sales Made in Q3 2023 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
142+ 4.6% |
$16.8K - $20K
|
3.23K
$409K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
137+ 7.33% |
$16.2K - $19.3K
|
2.01K
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
134+ 6.37% |
$15.9K - $18.9K
|
2.24K
$283K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
130+ 3.11% |
$15.4K - $18.4K
|
4.31K
$545K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
125+ 120.19% |
$14.8K - $17.6K
|
229
$29K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
124+ 3.24% |
$14.7K - $17.5K
|
3.95K
$499K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
112+ 1.9% |
$13.3K - $15.8K
|
6K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 3700.0% |
$13.1K - $15.7K
|
114
$14.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
108+ 0.22% |
$12.8K - $15.2K
|
48.1K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
101+ 9.82% |
$12K - $14.3K
|
1.13K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.32% |
$11.8K - $14.1K
|
31.6K
$4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 2.64% |
$11.4K - $13.6K
|
3.73K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
93+ 206.67% |
$11K - $13.1K
|
138
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
88New |
$10.4K - $12.4K
|
88
$11.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
85+ 5.15% |
$10.1K - $12K
|
1.74K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
81New |
$9.59K - $11.4K
|
81
$10.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 4.53% |
$9.47K - $11.3K
|
1.85K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
69+ 57.98% |
$8.17K - $9.74K
|
188
$23.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 13.52% |
$8.05K - $9.6K
|
571
$72.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
66+ 4.7% |
$7.81K - $9.32K
|
1.47K
$186K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
63+ 2.36% |
$7.46K - $8.89K
|
2.73K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 58.49% |
$7.34K - $8.75K
|
168
$21.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
62+ 1.59% |
$7.34K - $8.75K
|
3.96K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59+ 1.36% |
$6.98K - $8.33K
|
4.4K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
56+ 6.29% |
$6.63K - $7.91K
|
946
$120K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
48+ 42.48% |
$5.68K - $6.78K
|
161
$20.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47New |
$5.56K - $6.63K
|
47
$5.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 562.5% |
$5.33K - $6.35K
|
53
$6.7K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40New |
$4.73K - $5.65K
|
40
$5.06K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
30New |
$3.55K - $4.24K
|
30
$3.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28+ 5.5% |
$3.31K - $3.95K
|
537
$67.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
20+ 0.33% |
$2.37K - $2.82K
|
6.13K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
20+ 0.53% |
$2.37K - $2.82K
|
3.82K
$483K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 100.0% |
$2.37K - $2.82K
|
40
$5.06K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 6.76% |
$2.25K - $2.68K
|
300
$38K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19+ 0.56% |
$2.25K - $2.68K
|
3.42K
$433K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19New |
$2.25K - $2.68K
|
19
$2.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$2.01K - $2.4K
|
17
$2.15K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17+ 0.15% |
$2.01K - $2.4K
|
11.1K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17+ 3.06% |
$2.01K - $2.4K
|
573
$72.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
16+ 0.01% |
$1.89K - $2.26K
|
271K
$34.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 35.9% |
$1.66K - $1.98K
|
53
$6.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
13New |
$1.54K - $1.84K
|
13
$1.64K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10+ 3.62% |
$1.18K - $1.41K
|
286
$36.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 90.91% |
$1.18K - $1.41K
|
21
$2.66K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9+ 0.04% |
$1.07K - $1.27K
|
25.1K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 200.0% |
$947 - $1.13K
|
12
$1.52K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7+ 0.23% |
$828 - $988
|
3.06K
$387K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7+ 0.23% |
$828 - $988
|
3.06K
$387K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 6.9% |
$710 - $847
|
93
$11.8K
|