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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6New |
$710 - $847
|
6
$751
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 6.9% |
$710 - $847
|
93
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5+ 0.26% |
$592 - $706
|
1.91K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 62.5% |
$592 - $706
|
13
$1.63K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 12.9% |
$473 - $565
|
35
$4.38K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 40.0% |
$473 - $565
|
14
$1.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 3.03% |
$355 - $424
|
102
$12.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.96% |
$355 - $424
|
156
$19.5K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.06% |
$237 - $282
|
3.55K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.06% |
$237 - $282
|
3.55K
$444K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 100.0% |
$237 - $282
|
4
$500
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 3.33% |
$118 - $141
|
31
$3.88K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-3- 0.67% |
$355 - $424
|
446
$55.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5- 0.92% |
$592 - $706
|
538
$67.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 12.9% |
$947 - $1.13K
|
54
$6.76K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 0.06% |
$1.07K - $1.27K
|
14.1K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 39.39% |
$1.54K - $1.84K
|
20
$2.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-14- 0.04% |
$1.66K - $1.98K
|
33.9K
$4.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-20- 0.88% |
$2.37K - $2.82K
|
2.26K
$282K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-21- 1.21% |
$2.49K - $2.96K
|
1.71K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23- 0.33% |
$2.72K - $3.25K
|
6.85K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26- 1.91% |
$3.08K - $3.67K
|
1.33K
$167K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30Closed |
$3.55K - $4.24K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-33- 1.18% |
$3.91K - $4.66K
|
2.76K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-38- 20.65% |
$4.5K - $5.36K
|
146
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-39- 0.11% |
$4.62K - $5.51K
|
36.3K
$4.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-46- 3.56% |
$5.44K - $6.49K
|
1.25K
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.27% |
$5.92K - $7.06K
|
3.89K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-53- 0.07% |
$6.27K - $7.48K
|
75K
$9.39M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-54- 15.47% |
$6.39K - $7.62K
|
295
$36.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-54- 15.47% |
$6.39K - $7.62K
|
295
$36.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 2.6% |
$6.86K - $8.19K
|
2.18K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-58- 0.48% |
$6.86K - $8.19K
|
12.1K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-60- 32.79% |
$7.1K - $8.47K
|
123
$15.4K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-60- 32.79% |
$7.1K - $8.47K
|
123
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64- 4.0% |
$7.57K - $9.03K
|
1.54K
$192K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-65- 0.19% |
$7.69K - $9.18K
|
34.8K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-66- 0.67% |
$7.81K - $9.32K
|
9.76K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-69- 1.9% |
$8.17K - $9.74K
|
3.57K
$446K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-72- 1.2% |
$8.52K - $10.2K
|
5.95K
$744K
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-77- 0.18% |
$9.11K - $10.9K
|
43.8K
$5.48M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-78- 5.76% |
$9.23K - $11K
|
1.28K
$160K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-98- 8.99% |
$11.6K - $13.8K
|
992
$124K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-100- 0.43% |
$11.8K - $14.1K
|
23.1K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-108- 5.54% |
$12.8K - $15.2K
|
1.84K
$231K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-113- 1.78% |
$13.4K - $16K
|
6.25K
$782K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-125- 5.46% |
$14.8K - $17.6K
|
2.17K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-125- 3.83% |
$14.8K - $17.6K
|
3.14K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-125- 3.95% |
$14.8K - $17.6K
|
3.04K
$380K
|