Atria Wealth Solutions, Inc. Sun Communities Inc Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$102.97 - $136.22 $6,384 - $8,445	-62 Reduced 2.7%	2,238 $299,000
Q3 2023 Nov 08, 2023	BUY	$118.34 - $141.17 $17,514 - $20,893	148 Added 6.88%	2,300 $272,000
Q2 2023 Aug 03, 2023	SELL	$125.13 - $141.8 $26,902 - $30,487	-215 Reduced 9.08%	2,152 $280,000
Q1 2023 Aug 22, 2023	BUY	$129.45 - $163.01 $26,796 - $33,743	207 Added 9.62%	2,359 $332,000
Q1 2023 Jun 14, 2023	BUY	$129.45 - $163.01 $1,035 - $1,304	8 Added 0.34%	2,367 $333,000
Q1 2023 May 10, 2023	SELL	$129.45 - $163.01 $1,035 - $1,304	-8 Reduced 0.34%	2,359 $332,000
Q4 2022 Aug 30, 2023	BUY	$118.38 - $147.09 $25,451 - $31,624	215 Added 9.99%	2,367 $338,000
Q4 2022 Feb 13, 2023	SELL	$118.38 - $147.09 $2,249 - $2,794	-19 Reduced 0.8%	2,367 $338,000
Q3 2022 Nov 14, 2022	BUY	$134.09 - $171.69 $128,726 - $164,822	960 Added 67.32%	2,386 $325,000
Q2 2022 Aug 15, 2022	BUY	$150.91 - $191.53 $22,787 - $28,921	151 Added 11.84%	1,426 $229,000
Q1 2022 May 16, 2022	BUY	$170.97 - $207.64 $217,986 - $264,741	1,275 New	1,275 $225,000

Others Institutions Holding SUI

# of Institutions

549

Shares Held

107M

Call Options Held

365K

Put Options Held

120K

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.5B
Description
Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.

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