Sun Communities Inc

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Sun Communities Inc

$SUI

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NewIncreasedMaintainedDecreasedLiquidated
56656
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Canandaigua National Corp03-31-2021Com1,503Decreased-8.740.04226,000.00-9.60150.37Form 13
Carroll Financial Associates, Inc.03-31-2021Reit168New!0.000.0025,000.000.00148.81Form 13
Somerset Trust Co03-31-2021Common Stock2,061Decreased-2.230.13309,000.00-3.44149.93Form 13
Valeo Financial Advisors, Llc03-31-2021Reit23Maintained0.000.003,000.000.00130.43Form 13
Private Capital Group, Llc03-31-2021Common Stock283Decreased-38.740.0143,000.00-39.44151.94Form 13
Paragon Advisors, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Phoenix Wealth Advisors03-31-2021Com14,393Increased1.351.712,199,000.001.90152.78Form 13
Huntington National Bank03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Norway Savings Bank03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Redpoint Investment Management Pty Ltd03-31-2021Com9,586Increased10.530.121,438,000.009.10150.01Form 13
Royal London Asset Management Ltd03-31-2021Com40,818Increased4.070.036,124,000.002.80150.03Form 13
Gateway Investment Advisers Llc03-31-2021Com66,022Decreased-0.700.119,906,000.00-1.95150.04Form 13
Farmers & Merchants Investments Inc03-31-2021Com31Maintained0.000.005,000.000.00161.29Form 13
Adams Asset Advisors, Llc03-31-2021Com48,480Maintained0.001.577,273,000.000.00150.02Form 13
Advisornet Financial, Inc03-31-2021Reit2,596Increased6.130.03390,000.004.84150.23Form 13
Fdx Advisors, Inc.03-31-2021Common Stock4,447Increased566.720.03667,000.00-85.00149.99Form 13
Canton Hathaway, Llc03-31-2021Com53New!0.000.008,000.000.00150.94Form 13
Tsfg, Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Cva Family Office, Llc03-31-2021Com20New!0.000.003,000.000.00150.00Form 13
Optimum Investment Advisors03-31-2021Com775Maintained0.000.03116,000.00-1.69149.68Form 13
Spirit Of America Management Corp/ny03-31-2021Stock31,264Decreased-1.261.114,691,000.00-2.49449.92Form 13
Dnb Asset Management As03-31-2021Common11,693New!0.009.991,754,418,000.000.00150,040.02Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Reit1,884New!0.000.08283,000.000.00150.21Form 13
Cx Institutional03-31-2021Reit29Maintained0.000.004,000.000.00137.93Form 13
First Financial Corp /in/03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
City Holding Co03-31-2021Reit0Liquidated!-100.000.000.000.000.00Form 13
Trust Co Of Vermont03-31-2021Com73Maintained0.000.0011,000.000.00150.68Form 13
Next Financial Group, Inc03-31-2021Com1,311Increased3.550.02198,000.002.06317.56Form 13