Purchases and Sales Made in Q3 2024 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q3 2024. 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, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27New |
$3.17K - $3.99K
|
27
$3.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.53% |
$3.05K - $3.84K
|
4.98K
$618K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 119.05% |
$2.94K - $3.69K
|
46
$5.72K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
24+ 4.12% |
$2.82K - $3.54K
|
606
$75.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21+ 6.58% |
$2.47K - $3.1K
|
340
$42.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 2.76% |
$2.47K - $3.1K
|
783
$97.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
18New |
$2.11K - $2.66K
|
18
$2.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.27% |
$1.88K - $2.36K
|
5.95K
$739K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 31.82% |
$1.64K - $2.07K
|
58
$7.21K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 4.94% |
$1.41K - $1.77K
|
255
$31.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 550.0% |
$1.29K - $1.62K
|
13
$1.62K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.4% |
$1.29K - $1.62K
|
2.78K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.45% |
$1.29K - $1.62K
|
2.45K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 30.56% |
$1.29K - $1.62K
|
47
$5.84K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11+ 0.07% |
$1.29K - $1.62K
|
15.8K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 1.58% |
$1.06K - $1.33K
|
579
$71.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9New |
$1.06K - $1.33K
|
9
$1.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$1.06K - $1.33K
|
9
$1.12K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$940 - $1.18K
|
8
$994
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.28% |
$940 - $1.18K
|
2.87K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.59% |
$822 - $1.03K
|
1.19K
$148K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 7.0% |
$822 - $1.03K
|
107
$13.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 7.5% |
$705 - $886
|
86
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5+ 14.29% |
$587 - $738
|
40
$4.97K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5New |
$587 - $738
|
5
$621
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.25% |
$587 - $738
|
1.97K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 100.0% |
$470 - $590
|
8
$994
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
4New |
$470 - $590
|
4
$497
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$470 - $590
|
4
$497
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.33% |
$352 - $443
|
229
$28.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$352 - $443
|
3
$373
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 4.35% |
$352 - $443
|
72
$8.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2New |
$235 - $295
|
2
$248
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.6% |
$235 - $295
|
334
$41.5K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 1.43% |
$117 - $148
|
71
$8.82K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.07% |
$117 - $148
|
1.48K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.1% |
$117 - $148
|
1.03K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$117 - $148
|
1
$124
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$117 - $148
|
3
$373
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.87% |
$117 - $148
|
114
$14.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 4.17% |
$117 - $148
|
23
$2.86K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.53% |
$235 - $295
|
77
$9.57K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 9.76% |
$470 - $590
|
37
$4.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5- 3.25% |
$587 - $738
|
149
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9- 0.46% |
$1.06K - $1.33K
|
1.95K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 9.09% |
$1.06K - $1.33K
|
90
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
SELL
|
- |
-9- 0.19% |
$1.06K - $1.33K
|
4.69K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 16.67% |
$1.41K - $1.77K
|
60
$7.45K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 24.0% |
$1.41K - $1.77K
|
38
$4.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12- 0.35% |
$1.41K - $1.77K
|
3.45K
$428K
|