Purchases and Sales Made in Q4 2023 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
336+ 6.02% |
$34.6K - $45.8K
|
5.92K
$748K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
327New |
$33.7K - $44.5K
|
327
$41.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
300+ 0.25% |
$30.9K - $40.9K
|
118K
$15M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
290+ 64.02% |
$29.9K - $39.5K
|
743
$94K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
253+ 0.75% |
$26.1K - $34.5K
|
34.2K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
240+ 7.85% |
$24.7K - $32.7K
|
3.3K
$417K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
240New |
$24.7K - $32.7K
|
240
$30.4K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
224+ 11.23% |
$23.1K - $30.5K
|
2.22K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
219+ 3.2% |
$22.6K - $29.8K
|
7.07K
$894K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
216+ 2.67% |
$22.2K - $29.4K
|
8.32K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
201+ 0.44% |
$20.7K - $27.4K
|
45.8K
$5.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
185+ 5.73% |
$19K - $25.2K
|
3.42K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
180New |
$18.5K - $24.5K
|
180
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
159+ 6.27% |
$16.4K - $21.7K
|
2.7K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
152+ 3.86% |
$15.7K - $20.7K
|
4.09K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
147+ 5.27% |
$15.1K - $20K
|
2.94K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 10.95% |
$15K - $19.9K
|
1.48K
$187K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
145+ 12.84% |
$14.9K - $19.8K
|
1.27K
$161K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
138+ 4.92% |
$14.2K - $18.8K
|
2.94K
$372K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
119+ 7.75% |
$12.3K - $16.2K
|
1.65K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
119+ 0.99% |
$12.3K - $16.2K
|
12.1K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
116New |
$11.9K - $15.8K
|
116
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
107+ 0.52% |
$11K - $14.6K
|
20.5K
$2.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
105+ 1.71% |
$10.8K - $14.3K
|
6.24K
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
101New |
$10.4K - $13.8K
|
101
$12.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
100New |
$10.3K - $13.6K
|
100
$12.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
97+ 6.3% |
$9.99K - $13.2K
|
1.64K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
90+ 47.87% |
$9.27K - $12.3K
|
278
$35.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
78+ 9.19% |
$8.03K - $10.6K
|
927
$117K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
77New |
$7.93K - $10.5K
|
77
$9.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 67.54% |
$7.93K - $10.5K
|
191
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
76+ 1.93% |
$7.83K - $10.4K
|
4.02K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75+ 0.85% |
$7.72K - $10.2K
|
8.94K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$7.21K - $9.54K
|
70
$8.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
67New |
$6.9K - $9.13K
|
67
$8.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
66New |
$6.8K - $8.99K
|
66
$8.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
65New |
$6.69K - $8.85K
|
65
$8.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 11.21% |
$6.59K - $8.72K
|
635
$80.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
55+ 0.67% |
$5.66K - $7.49K
|
8.22K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55+ 3.17% |
$5.66K - $7.49K
|
1.79K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
54+ 1.45% |
$5.56K - $7.36K
|
3.79K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 17.63% |
$5.35K - $7.08K
|
347
$43.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 16.33% |
$5.05K - $6.67K
|
349
$44.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
48New |
$4.94K - $6.54K
|
48
$6.07K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43New |
$4.43K - $5.86K
|
43
$5.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
42+ 0.43% |
$4.32K - $5.72K
|
9.8K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 2.14% |
$4.12K - $5.45K
|
1.91K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
40+ 8.6% |
$4.12K - $5.45K
|
505
$63.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
37New |
$3.81K - $5.04K
|
37
$4.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 15.72% |
$3.71K - $4.9K
|
265
$33.5K
|