Purchases and Sales Made in Q4 2021 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$3.71K - $4.21K
|
20
$2.5K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
19+ 0.32% |
$3.52K - $4K
|
5.94K
$743K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
18+ 100.0% |
$3.34K - $3.79K
|
36
$4.51K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15+ 1.36% |
$2.78K - $3.16K
|
1.12K
$140K
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
15+ 0.74% |
$2.78K - $3.16K
|
2.03K
$254K
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
14+ 1.14% |
$2.6K - $2.95K
|
1.25K
$156K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$2.22K - $2.52K
|
12
$1.5K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 10.48% |
$2.04K - $2.31K
|
116
$14.5K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.74% |
$1.48K - $1.68K
|
1.09K
$136K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8+ 66.67% |
$1.48K - $1.68K
|
20
$2.5K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8+ 0.15% |
$1.48K - $1.68K
|
5.46K
$683K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$1.3K - $1.47K
|
7
$876
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7New |
$1.3K - $1.47K
|
7
$876
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
6+ 10.17% |
$1.11K - $1.26K
|
65
$8.14K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.24% |
$1.11K - $1.26K
|
2.54K
$317K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
5+ 0.15% |
$927 - $1.05K
|
3.28K
$410K
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.22% |
$927 - $1.05K
|
2.29K
$287K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 5.48% |
$741 - $842
|
77
$9.64K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
4+ 0.32% |
$741 - $842
|
1.24K
$155K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.06% |
$741 - $842
|
7.13K
$893K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 12.5% |
$371 - $421
|
18
$2.25K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2New |
$371 - $421
|
2
$250
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$185 - $210
|
1
$125
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.0% |
$185 - $210
|
80.2K
$10M
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 1.85% |
$185 - $210
|
53
$6.63K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 0.68% |
$371 - $421
|
291
$36.4K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 5.71% |
$371 - $421
|
33
$4.13K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3- 0.03% |
$556 - $631
|
10.4K
$1.31M
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-6Closed |
$1.11K - $1.26K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7- 0.22% |
$1.3K - $1.47K
|
3.14K
$393K
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.67K - $1.89K
|
4.92K
$616K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9Closed |
$1.67K - $1.89K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10- 0.09% |
$1.85K - $2.1K
|
11.5K
$1.44M
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-13- 1.1% |
$2.41K - $2.74K
|
1.17K
$146K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-15- 0.07% |
$2.78K - $3.16K
|
20.7K
$2.59M
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-17- 1.47% |
$3.15K - $3.58K
|
1.14K
$143K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18Closed |
$3.34K - $3.79K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-26- 0.24% |
$4.82K - $5.47K
|
10.8K
$1.36M
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-26- 1.8% |
$4.82K - $5.47K
|
1.42K
$178K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-29Closed |
$5.38K - $6.1K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-35Closed |
$6.49K - $7.36K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-40Closed |
$7.41K - $8.42K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-42Closed |
$7.79K - $8.84K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-42- 3.22% |
$7.79K - $8.84K
|
1.26K
$158K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-44- 6.37% |
$8.16K - $9.26K
|
647
$81K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-45- 52.94% |
$8.34K - $9.47K
|
40
$5.01K
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 3.53% |
$8.34K - $9.47K
|
1.23K
$154K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-48- 7.84% |
$8.9K - $10.1K
|
564
$70.6K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-55Closed |
$10.2K - $11.6K
|
0
$0
|