Purchases and Sales Made in Q2 2024 in Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.7% |
$1.67K - $1.92K
|
570
$72.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 62.5% |
$1.67K - $1.92K
|
39
$4.93K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15New |
$1.67K - $1.92K
|
15
$1.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 19.44% |
$1.56K - $1.79K
|
86
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14New |
$1.56K - $1.79K
|
14
$1.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.56% |
$1.22K - $1.41K
|
1.98K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 50.0% |
$1.11K - $1.28K
|
30
$3.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 0.31% |
$1.11K - $1.28K
|
3.2K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$1K - $1.15K
|
9
$1.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$1K - $1.15K
|
9
$1.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9New |
$1K - $1.15K
|
9
$1.14K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 9.89% |
$1K - $1.15K
|
100
$12.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$891 - $1.03K
|
8
$1.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$891 - $1.03K
|
8
$1.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
6New |
$668 - $769
|
6
$759
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$557 - $641
|
5
$633
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 6.67% |
$557 - $641
|
80
$10.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 10.81% |
$445 - $513
|
41
$5.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.22% |
$445 - $513
|
332
$42K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
4+ 0.21% |
$445 - $513
|
1.87K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.33% |
$111 - $128
|
44
$5.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$111 - $128
|
1
$127
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 1.28% |
$111 - $128
|
77
$9.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.86% |
$111 - $128
|
115
$14.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 50.0% |
$223 - $256
|
2
$253
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.17% |
$223 - $256
|
1.16K
$147K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 13.56% |
$891 - $1.03K
|
51
$6.45K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-15- 0.61% |
$1.67K - $1.92K
|
2.46K
$311K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 88.89% |
$1.78K - $2.05K
|
2
$253
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 23.88% |
$1.78K - $2.05K
|
51
$6.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18- 10.0% |
$2K - $2.31K
|
162
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-21- 0.92% |
$2.34K - $2.69K
|
2.26K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 23.4% |
$2.45K - $2.82K
|
72
$9.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 33.33% |
$2.56K - $2.95K
|
46
$5.82K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 4.95% |
$2.78K - $3.2K
|
480
$60.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-34- 2.79% |
$3.78K - $4.36K
|
1.19K
$150K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-34- 10.24% |
$3.78K - $4.36K
|
298
$37.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-40- 0.36% |
$4.45K - $5.13K
|
11.2K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 17.22% |
$5.23K - $6.03K
|
226
$28.6K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48- 3.14% |
$5.34K - $6.15K
|
1.48K
$187K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 2.14% |
$5.57K - $6.41K
|
2.29K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51- 0.81% |
$5.68K - $6.54K
|
6.23K
$788K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-52- 0.15% |
$5.79K - $6.67K
|
34.2K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-53- 1.21% |
$5.9K - $6.79K
|
4.34K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-57- 1.81% |
$6.35K - $7.31K
|
3.09K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60- 1.98% |
$6.68K - $7.69K
|
2.97K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-71- 0.45% |
$7.9K - $9.1K
|
15.7K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-79- 1.23% |
$8.79K - $10.1K
|
6.34K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 2.86% |
$9.02K - $10.4K
|
2.75K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 97.87% |
$10.2K - $11.8K
|
2
$253
|