Security key
83416M105
- Security type / class
- Equity / COM
- Total 13F shares
- 3,290,924
- Total 13F value
- $31,958,000
- Share change
- -132,915
- SEC-reported price per share
- $9.71
- Number of holders
- 37
- Value change
- -$1,973,518
- Number of buys
- 22
- Number of sells
- 16
Report period
Q1 2020
Institutions
37
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
31 Dec 2019
13F
Highest disclosed value: $11,714,000
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 $11.71M.
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
$11.71M
B. Riley Wealth Management, Inc.
$10.33M
West Family Investments, Inc.
$8.39M
UBS Group AG
$4.45M
Advisors Asset Management, Inc.
$3.59M
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
|
$11,714,000
665,533 shares
|
— | 31 Dec 2019 |
| B. Riley Wealth Management, Inc. |
13F
Company
|
—
denominator unverified
|
$10,332,000
265,222 shares
|
— | 31 Dec 2019 |
| West Family Investments, Inc. |
13F
Company
|
—
denominator unverified
|
$8,389,000
476,059 shares
|
— | 31 Dec 2019 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$4,449,000
252,819 shares
|
— | 31 Dec 2019 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
denominator unverified
|
$3,590,699
204,017 shares
|
— | 31 Dec 2019 |
| VIRTUS ADVISERS, LLC |
13F
Company
|
—
denominator unverified
|
$3,563,000
202,470 shares
|
— | 31 Dec 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 Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
37
Shares
3,290,924
Rows available
37
| 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 Q1 2020 vs Q1 2020 Across Filers
Q1 2020 holders
37
Q1 2020 holders
37
Holder diff
0
| Investor | Q1 2020 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q1 2020 value | Value change | Value Chg % |
|---|