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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
35New |
$3.6K - $4.77K
|
35
$4.43K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
35+ 388.89% |
$3.6K - $4.77K
|
44
$5.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
34+ 261.54% |
$3.5K - $4.63K
|
47
$5.95K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 31.18% |
$2.99K - $3.95K
|
122
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
22+ 1.85% |
$2.27K - $3K
|
1.21K
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 0.97% |
$2.16K - $2.86K
|
2.19K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17New |
$1.75K - $2.32K
|
17
$2.15K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 29.63% |
$1.65K - $2.18K
|
70
$8.86K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.54K - $2.04K
|
15
$1.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.54K - $2.04K
|
15
$1.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 350.0% |
$1.44K - $1.91K
|
18
$2.28K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$1.34K - $1.77K
|
3.58K
$453K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13+ 1.43% |
$1.34K - $1.77K
|
920
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$1.03K - $1.36K
|
10
$1.27K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 25.0% |
$1.03K - $1.36K
|
50
$6.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$618 - $817
|
6
$759
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 28.57% |
$618 - $817
|
27
$3.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 4.9% |
$515 - $681
|
107
$13.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.15% |
$412 - $545
|
2.74K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 2.38% |
$412 - $545
|
172
$21.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$309 - $409
|
3
$380
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2+ 0.01% |
$206 - $272
|
17.8K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 5.71% |
$206 - $272
|
37
$4.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$103 - $136
|
1
$127
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-2- 0.04% |
$206 - $272
|
4.53K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 23.53% |
$412 - $545
|
13
$1.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-4- 2.9% |
$412 - $545
|
134
$17K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 38.46% |
$515 - $681
|
8
$1.01K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7- 1.22% |
$721 - $954
|
566
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 66.67% |
$824 - $1.09K
|
4
$506
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 16.98% |
$927 - $1.23K
|
44
$5.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-11- 0.29% |
$1.13K - $1.5K
|
3.81K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 2.64% |
$1.34K - $1.77K
|
480
$60.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 9.38% |
$1.54K - $2.04K
|
145
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-16- 0.85% |
$1.65K - $2.18K
|
1.87K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 50.0% |
$2.06K - $2.72K
|
20
$2.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 0.12% |
$2.88K - $3.81K
|
23.5K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-33- 2.65% |
$3.4K - $4.5K
|
1.21K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34- 2.66% |
$3.5K - $4.63K
|
1.24K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-34- 1.56% |
$3.5K - $4.63K
|
2.15K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-51- 2.54% |
$5.25K - $6.95K
|
1.95K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-58- 1.63% |
$5.97K - $7.9K
|
3.49K
$442K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62- 2.7% |
$6.38K - $8.45K
|
2.24K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-64- 39.75% |
$6.59K - $8.72K
|
97
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-66- 3.11% |
$6.8K - $8.99K
|
2.06K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-70- 47.95% |
$7.21K - $9.54K
|
76
$9.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-73- 3.95% |
$7.52K - $9.94K
|
1.77K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77- 7.91% |
$7.93K - $10.5K
|
897
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-78- 2.54% |
$8.03K - $10.6K
|
2.99K
$378K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-84- 68.29% |
$8.65K - $11.4K
|
39
$4.93K
|