Institutional Ownership Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI). We have compiled data on the 549 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$4,954
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
39
shares
|
$4,830
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
38
shares
|
$4,707
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
37
shares
|
$4,583
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
34
shares
|
$4,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
27
shares
|
$3,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$3,220
0.0% of portfolio
|
Q2 2022
Reduced 81.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24
shares
|
$2,972
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
23
shares
|
$2,849
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
22
shares
|
$2,725
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19
shares
|
$2,353
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
19
shares
|
$2,353
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$2,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
18
shares
|
$2,229
0.0% of portfolio
|
Q3 2022
Reduced 10.0%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
17
shares
|
$2,105
0.0% of portfolio
|
Q3 2024
Reduced 63.04%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
14
shares
|
$1,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
13
shares
|
$1,610
0.0% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
13
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
Added 550.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$1,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$990
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
8
shares
|
$990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$743
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6
shares
|
$743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6
shares
|
$743
0.0% of portfolio
|
Q2 2024
New holding
|