Security key
83416M105
- Security type / class
- Equity / COM
- Total 13F shares
- 3,093,976
- Total 13F value
- $54,956,656
- Share change
- -121,162
- SEC-reported price per share
- $17.76
- Number of holders
- 36
- Value change
- -$2,098,787
- Number of buys
- 14
- Number of sells
- 17
Report period
Q3 2019
Institutions
36
Top holders
10
SUNS full security history
Ownership snapshot
Full 13F holder table
Sunrise Realty Trust, Inc. SEC filings
Sunrise Realty Trust, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of SUNS - SOLAR SR CAP LTD - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
JPMORGAN CHASE & CO
Disclosed value leader
JPMORGAN CHASE & CO
Comparable rows
0/15
Latest evidence
30 Jun 2019
13F
Highest disclosed value: $12,276,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
JPMORGAN CHASE & CO has the largest disclosed position value at $12.28M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens JPMORGAN CHASE & CO's linked filing trail.
Disclosed position value
Top 5
JPMORGAN CHASE & CO
$12.28M
West Family Investments, Inc.
$7.9M
UBS Group AG
$4.38M
B. Riley Wealth Management, Inc.
$4.3M
Advisors Asset Management, Inc.
$3.48M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO |
13F
Company
|
—
denominator unverified
|
$12,276,000
767,765 shares
|
— | 30 Jun 2019 |
| West Family Investments, Inc. |
13F
Company
|
—
denominator unverified
|
$7,895,000
495,609 shares
|
— | 30 Jun 2019 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$4,380,000
275,279 shares
|
— | 30 Jun 2019 |
| B. Riley Wealth Management, Inc. |
13F
Company
|
—
denominator unverified
|
$4,296,000
270,028 shares
|
— | 30 Jun 2019 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
denominator unverified
|
$3,475,524
218,449 shares
|
— | 30 Jun 2019 |
| VIRTUS ADVISERS, LLC |
13F
Company
|
—
denominator unverified
|
$2,984,000
187,524 shares
|
— | 30 Jun 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
36
Shares
3,093,976
Rows available
36
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2019 vs Q2 2019 Across Filers
Q2 2019 holders
38
Q3 2019 holders
36
Holder diff
-2
| Investor | Q2 2019 Shares | Q3 2019 Shares | Share Diff | Share Chg % | Q2 2019 value | Q3 2019 value | Value change | Value Chg % |
|---|