SUNS NASDAQ
Sunrise Realty Trust, Inc.
1W: +2.1%
1M: +7.6%
3M: -12.6%
YTD: -11.5%
1Y: -20.7%
$8.30
+0.11 (+1.34%)
Weekly Expected Move ±5.7%
$7
$7
$8
$8
$9
Overview
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Income Statement
Cash Flow
Balance Sheet
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SUNS
87
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$27M
Total Invested
15
New Positions
16
Increased
40
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (91 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 899,828 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 645,488 | $$5M | -19,220 | -2.9% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 585,284 | $$5M | -3,270 | -0.6% | 6Q | SEC ↗ |
| 4 | GRATIA CAPITAL, LLC | 438,816 | $$4M | -15,000 | -3.3% | 5Q | SEC ↗ |
| 5 | WASATCH ADVISORS LP | 365,219 | $$3M | -228,609 | -38.5% | 7Q | SEC ↗ |
| 6 | Pacific Ridge Capital Partners, LLC | 352,092 | $$3M | -20,682 | -5.5% | 4Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 305,915 | $$3M | +53,204 | +21.1% | 7Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 168,709 | $$1M | -3,268 | -1.9% | 5Q | SEC ↗ |
| 9 | STATE STREET CORP | 147,540 | $$1M | -4,193 | -2.8% | 7Q | SEC ↗ |
| 10 | Penserra Capital Management LLC | 121,278 | $$1M | +3,429 | +2.9% | 2Q | SEC ↗ |
| 11 | MARSHALL WACE, LLP | 97,182 | $$807K | -15,664 | -13.9% | 5Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 80,010 | $$664K | +2,310 | +3.0% | 4Q | SEC ↗ |
| 13 | GatePass Capital, LLC NEW | 76,700 | $$637K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 76,043 | $$631K | +5,403 | +7.6% | 7Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO NEW | 63,587 | $$528K | — | +0.0% | 1Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 61,102 | $$507K | +4,610 | +8.2% | 7Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 58,621 | $$487K | — | +0.0% | 1Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC NEW | 51,951 | $$431K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Quantinno Capital Management LP | 50,951 | $$423K | +9,510 | +22.9% | 3Q | SEC ↗ |
| 20 | CORSAIR CAPITAL MANAGEMENT, L.P. | 50,704 | $$421K | +30,704 | +153.5% | 3Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 44,300 | $$368K | -2,700 | -5.7% | 6Q | SEC ↗ |
| 22 | PRELUDE CAPITAL MANAGEMENT, LLC NEW | 36,000 | $$299K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MORGAN STANLEY | 29,734 | $$247K | +2,615 | +9.6% | 6Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 29,722 | $$247K | -1,317 | -4.2% | 7Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 25,744 | $$214K | -2,343 | -8.3% | 7Q | SEC ↗ |
| 26 | Mariner, LLC | 18,909 | $$157K | -15,450 | -45.0% | 4Q | SEC ↗ |
| 27 | AQR CAPITAL MANAGEMENT LLC NEW | 17,789 | $$148K | — | +0.0% | 1Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 16,398 | $$136K | -549 | -3.2% | 7Q | SEC ↗ |
| 29 | ALLIANCEBERNSTEIN L.P. | 15,672 | $$130K | — | +0.0% | 3Q | SEC ↗ |
| 30 | BARCLAYS PLC | 15,228 | $$126K | -6,955 | -31.4% | 7Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 14,775 | $$123K | +2,925 | +24.7% | 3Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 14,703 | $$122K | -561 | -3.7% | 3Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP | 13,308 | $$110K | -7,104 | -34.8% | 4Q | SEC ↗ |
| 34 | RHUMBLINE ADVISERS | 12,932 | $$107K | +26 | +0.2% | 7Q | SEC ↗ |
| 35 | Curi Capital, LLC | 12,700 | $$105K | — | +0.0% | 4Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 12,450 | $$103K | -1,332 | -9.7% | 7Q | SEC ↗ |
| 37 | DEUTSCHE BANK AG | 12,193 | $$101K | +7,191 | +143.8% | 7Q | SEC ↗ |
| 38 | Register Financial Advisors LLC | 11,700 | $$97K | — | +0.0% | 4Q | SEC ↗ |
| 39 | HSBC HOLDINGS PLC NEW | 11,398 | $$95K | — | +0.0% | 1Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 11,394 | $$95K | +3,602 | +46.2% | 6Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 7,379 | $$61K | -7,241 | -49.5% | 7Q | SEC ↗ |
| 42 | Spire Wealth Management | 5,598 | $$46K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Vanguard Global Advisers, LLC NEW | 5,194 | $$43K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,920 | $$41K | +102 | +2.1% | 7Q | SEC ↗ |
| 45 | CITIGROUP INC | 4,262 | $$35K | +4,145 | +3542.7% | 6Q | SEC ↗ |
| 46 | Police & Firemen's Retirement System o | 3,528 | $$29K | — | +0.0% | 6Q | SEC ↗ |
| 47 | Tower Research Capital LLC (TRC) | 3,145 | $$26K | +2,046 | +186.2% | 7Q | SEC ↗ |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND | 2,233 | $$19K | — | +0.0% | 7Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 2,223 | $$18K | -129 | -5.5% | 7Q | SEC ↗ |
| 50 | EverSource Wealth Advisors, LLC | 2,211 | $$18K | +2,206 | +44120.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 899,828 | $$7M |
| GatePass Capital, LLC | 76,700 | $$637K |
| VANGUARD FIDUCIARY TRUST CO | 63,587 | $$528K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 58,621 | $$487K |
| AMERIPRISE FINANCIAL INC | 51,951 | $$431K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 36,000 | $$299K |
| AQR CAPITAL MANAGEMENT LLC | 17,789 | $$148K |
| HSBC HOLDINGS PLC | 11,398 | $$95K |
| Vanguard Global Advisers, LLC | 5,194 | $$43K |
| Advisory Services Network, LLC | 333 | $$3K |
| Ascentis Independent Advisors | 285 | $$2K |
| Transamerica Financial Advisors, LL | 23 | $$0K |
| ROTHSCHILD INVESTMENT LLC | 7 | $$0K |
| MAI Capital Management | 1 | $$0K |
| Farther Finance Advisors, LLC | 1 | $$0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Philadelphia Financial Management o | 440,628 | $$4M |
| ACADIAN ASSET MANAGEMENT LLC | 46,066 | $$382K |
| LPL Financial LLC | 31,791 | $$264K |
| Empirical Finance, LLC | 24,732 | $$205K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 14,878 | $$123K |
| Nuveen, LLC | 13,527 | $$112K |
| Invesco Ltd. | 11,706 | $$97K |
| Cetera Investment Advisers | 10,154 | $$84K |
| Catalyst Capital Advisors LLC | 8,666 | $$72K |
| BANK OF AMERICA CORP /DE | 7,303 | $$61K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 625 | $$5K |
| AMALGAMATED BANK | 319 | $$3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 149 | $$1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | +53,204 | +21.1% | 305,915 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | +30,704 | +153.5% | 50,704 |
| Quantinno Capital Management LP | +9,510 | +22.9% | 50,951 |
| DEUTSCHE BANK AG | +7,191 | +143.8% | 12,193 |
| NORTHERN TRUST CORP | +5,403 | +7.6% | 76,043 |
| GOLDMAN SACHS GROUP INC | +4,610 | +8.2% | 61,102 |
| CITIGROUP INC | +4,145 | +3542.7% | 4,262 |
| WELLS FARGO & COMPANY/MN | +3,602 | +46.2% | 11,394 |
| Penserra Capital Management LLC | +3,429 | +2.9% | 121,278 |
| JONES FINANCIAL COMPANIES LLLP | +2,925 | +24.7% | 14,775 |
| MORGAN STANLEY | +2,615 | +9.6% | 29,734 |
| STIFEL FINANCIAL CORP | +2,310 | +3.0% | 80,010 |
| EverSource Wealth Advisors, LLC | +2,206 | +44120.0% | 2,211 |
| Tower Research Capital LLC (TRC) | +2,046 | +186.2% | 3,145 |
| CWM, LLC | +698 | +228.1% | 1,004 |
| Versant Capital Management, Inc | +164 | +51.4% | 483 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +102 | +2.1% | 4,920 |
| Essential Partners LLC | +48 | +800.0% | 54 |
| Allworth Financial LP | +27 | +900.0% | 30 |
| RHUMBLINE ADVISERS | +26 | +0.2% | 12,932 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -228,609 | -38.5% | 365,219 |
| Pacific Ridge Capital Partners, LLC | -20,682 | -5.5% | 352,092 |
| BlackRock, Inc. | -19,220 | -2.9% | 645,488 |
| MARSHALL WACE, LLP | -15,664 | -13.9% | 97,182 |
| Mariner, LLC | -15,450 | -45.0% | 18,909 |
| GRATIA CAPITAL, LLC | -15,000 | -3.3% | 438,816 |
| JPMORGAN CHASE & CO | -7,241 | -49.5% | 7,379 |
| TWO SIGMA INVESTMENTS, LP | -7,104 | -34.8% | 13,308 |
| BARCLAYS PLC | -6,955 | -31.4% | 15,228 |
| STATE STREET CORP | -4,193 | -2.8% | 147,540 |
| VANGUARD GROUP INC | -3,270 | -0.6% | 585,284 |
| RAYMOND JAMES FINANCIAL INC | -3,268 | -1.9% | 168,709 |
| RENAISSANCE TECHNOLOGIES LLC | -2,700 | -5.7% | 44,300 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -2,343 | -8.3% | 25,744 |
| NATIONAL BANK OF CANADA /FI | -2,100 | -68.3% | 975 |
| ROYAL BANK OF CANADA | -1,332 | -9.7% | 12,450 |
| Bank of New York Mellon Corp | -1,317 | -4.2% | 29,722 |
| NISA INVESTMENT ADVISORS, LLC | -614 | -35.3% | 1,125 |
| CITADEL ADVISORS LLC | -561 | -3.7% | 14,703 |
| GAMMA Investing LLC | -558 | -73.8% | 198 |