Purchases and Sales Made in Q1 2023 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 10.07% |
$3.62K - $4.56K
|
306
$38.7K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25New |
$3.24K - $4.08K
|
25
$3.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 2.06% |
$2.85K - $3.59K
|
1.09K
$138K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21New |
$2.72K - $3.42K
|
21
$2.66K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
20+ 0.34% |
$2.59K - $3.26K
|
5.98K
$756K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$2.2K - $2.77K
|
17
$2.15K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 466.67% |
$1.81K - $2.28K
|
17
$2.15K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$1.68K - $2.12K
|
13
$1.64K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13+ 14.29% |
$1.68K - $2.12K
|
104
$13.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 3.12% |
$1.68K - $2.12K
|
430
$54.4K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.68% |
$1.29K - $1.63K
|
1.48K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.04K - $1.3K
|
8
$1.01K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 4.4% |
$1.04K - $1.3K
|
190
$24K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 9.76% |
$1.04K - $1.3K
|
90
$11.4K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.34% |
$1.04K - $1.3K
|
2.37K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$777 - $978
|
6
$759
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$777 - $978
|
6
$759
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.31% |
$777 - $978
|
1.97K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5+ 0.2% |
$647 - $815
|
2.52K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4+ 0.08% |
$518 - $652
|
5.07K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 13.04% |
$388 - $489
|
26
$3.29K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 1.33% |
$259 - $326
|
152
$19.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 50.0% |
$259 - $326
|
6
$759
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$129 - $163
|
1
$127
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$129 - $163
|
1
$127
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.43% |
$129 - $163
|
234
$29.6K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$129 - $163
|
3.64K
$460K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2- 0.09% |
$259 - $326
|
2.27K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 0.05% |
$259 - $326
|
3.65K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.21% |
$388 - $489
|
1.45K
$184K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 2.48% |
$388 - $489
|
118
$14.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 5.26% |
$388 - $489
|
54
$6.83K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 3.81% |
$518 - $652
|
101
$12.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 77.78% |
$906 - $1.14K
|
2
$253
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.34% |
$1.04K - $1.3K
|
2.36K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 23.26% |
$1.29K - $1.63K
|
33
$4.17K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.45% |
$1.55K - $1.96K
|
2.66K
$336K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 0.98% |
$1.94K - $2.45K
|
1.52K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-16- 0.42% |
$2.07K - $2.61K
|
3.82K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 5.98% |
$2.33K - $2.93K
|
283
$35.8K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-22- 0.85% |
$2.85K - $3.59K
|
2.56K
$324K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-22- 0.78% |
$2.85K - $3.59K
|
2.81K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 5.49% |
$3.24K - $4.08K
|
430
$54.4K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 40.0% |
$3.37K - $4.24K
|
39
$4.93K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.75% |
$3.37K - $4.24K
|
3.43K
$434K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-26- 2.08% |
$3.37K - $4.24K
|
1.23K
$155K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-30- 0.02% |
$3.88K - $4.89K
|
151K
$19.1M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-30- 0.02% |
$3.88K - $4.89K
|
151K
$19.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-37- 1.22% |
$4.79K - $6.03K
|
2.99K
$378K
|