HoldingsChannel.com
SUNS Holdings Changes image
This page summarizes the SUNS holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2022 period, comparing share count change from 12/31/2021 to 3/31/2022. Share count is compared over these two periods to provide an indication of whether SUNS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2021
 Share Count 
3/31/2022
 Share Count 
Change% Change
13F Filers Increasing SUNS Share Count
Wedbush Securities Inc. 15,153 23,175 +8,022 +52.94%
Advisor Group Holdings Inc. 37,850 50,027 +12,177 +32.17%
Cambridge Investment Research Advisors Inc. 12,133 14,567 +2,434 +20.06%
Mackenzie Financial Corp 78,609 93,685 +15,076 +19.18%
Bank of America Corp DE 2,466 2,846 +380 +15.41%
JPMorgan Chase & Co. 816,250 844,086 +27,836 +3.41%
Morgan Stanley 29,812 30,755 +943 +3.16%
City State Bank 24,050 24,650 +600 +2.49%
Legal & General Group Plc 93,176 95,187 +2,011 +2.16%
First Republic Investment Management Inc. 311,578 313,778 +2,200 +0.71%
Confluence Investment Management LLC 25,788 25,957 +169 +0.66%
13F Filers Reporting New Positions In SUNS
Proequities Inc. 0 0 UNCH 100%
Stifel Financial Corp 0 19,800 +19,800 +100%
Citigroup Inc. 0 7 +7 +100%
Rivernorth Capital Management LLC 0 69,423 +69,423 +100%
Ergoteles LLC 0 11,894 +11,894 +100%
Yakira Capital Management Inc. 0 35,718 +35,718 +100%
13F Filers With Unchanged Share Count
Nisa Investment Advisors LLC 12,600 12,600 UNCH 0.00%
Smith Salley & Associates 10,500 10,500 UNCH 0.00%
Sfmg LLC 14,834 14,834 UNCH 0.00%
UBS Group AG 4,704 4,704 UNCH 0.00%
Future Financial Wealth Managment LLC 1,000 1,000 UNCH 0.00%
Polar Capital Holdings Plc 22,149 22,149 UNCH 0.00%
FourThought Financial LLC 387 387 UNCH 0.00%
13F Filers Decreasing SUNS Share Count
AllSquare Wealth Management LLC 11,200 1,900 -9,300 -83.04%
Tower Research Capital LLC TRC 3,726 697 -3,029 -81.29%
Two Sigma Investments LP 85,834 53,471 -32,363 -37.70%
Virtus ETF Advisers LLC 36,622 23,152 -13,470 -36.78%
Wells Fargo & Company MN 10,901 7,856 -3,045 -27.93%
Advisors Asset Management Inc. 120,395 100,847 -19,548 -16.24%
Two Sigma Advisers LP 88,196 74,396 -13,800 -15.65%
BlackRock Inc. 106,792 91,012 -15,780 -14.78%
Commonwealth Equity Services LLC 24,360 22,566 -1,794 -7.36%
Royal Bank of Canada 94,374 89,462 -4,912 -5.20%
13F Filers Exiting SUNS
Legacy Capital Wealth Partners LLC 78,121 0 -78,121 -100.00%
Susquehanna International Group LLP 10,686 0 -10,686 -100.00%
Citadel Advisors LLC 13,691 0 -13,691 -100.00%
Punch & Associates Investment Management Inc. 12,050 0 -12,050 -100.00%
Albion Financial Group UT 6,396 0 -6,396 -100.00%
Great West Life Assurance Co. Can 4,747 0 -4,747 -100.00%
Group One Trading L.P. 200 0 -200 -100.00%
Blair William & Co. IL 48,631 0 -48,631 -100.00%

See Summary: Institutional Holders of SUNS
See Details: Top 10 Hedge Funds Holding SUNS
Also See: SUNS Insider Buying

SUNS Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.