Sunlight Financial Ownership 2024 | Who Owns Sunlight Financial Now?

Overview ForecastFinancials Chart

Institutional Ownership

0.22%

Insider Ownership

19.00%

Retail Ownership

80.78%

Institutional Holders

1.00

Sunlight Financial Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALLIANCEBERNSTEIN L.P.	12.37%	0.00%	10,525,617	2,359,782	28.90%	3,052,429	Jun 30, 2023
APOLLO MANAGEMENT HOLDINGS, L.P.	8.62%	0.02%	7,337,241	-	-	2,127,800	Jun 30, 2023
ECP CONTROLCO, LLC	4.88%	0.24%	4,155,380	-	-	1,205,060	Jun 30, 2023
ARES MANAGEMENT LLC	3.45%	0.02%	2,932,978	-	-	850,564	Jun 30, 2023
VANGUARD GROUP INC	2.48%	-	2,106,834	-96,909	-4.40%	610,981	Jun 30, 2023
DECADE RENEWABLE PARTNERS LP	2.20%	0.25%	1,876,500	-	-	544,185	Jun 30, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	1.05%	0.07%	889,771	-1,796,247	-66.87%	258,000	Jun 30, 2023
VERITION FUND MANAGEMENT LLC	0.88%	0.00%	750,000	750,000	100.00%	217,500	Jun 30, 2023
MSD PARTNERS, L.P.	0.69%	0.02%	590,000	-	-	171,100	Jun 30, 2023
BLACKROCK INC.	0.66%	-	562,333	-1,576,478	-73.71%	163,076	Jun 30, 2023
GSA CAPITAL PARTNERS LLP	0.60%	0.01%	511,268	193,903	61.10%	148,000	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.40%	-	339,843	-249,978	-42.38%	98,554	Jun 30, 2023
Y-INTERCEPT (HONG KONG) LTD	0.38%	0.01%	322,525	322,525	100.00%	93,532	Jun 30, 2023
SHAY CAPITAL LLC	0.32%	0.01%	271,425	271,425	100.00%	78,713	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	206,600	57,200	38.29%	60,000	Jun 30, 2023
ARENA CAPITAL ADVISORS, LLC- CA	0.23%	0.19%	198,696	-	-	57,622	Jun 30, 2023
QUARRY LP	0.23%	0.02%	196,830	-26,383	-11.82%	57,081	Jun 30, 2023
FNY INVESTMENT ADVISERS, LLC	0.23%	0.07%	194,250	194,250	100.00%	56,000	Jun 30, 2023
STATE STREET CORP	0.14%	-	119,911	-277,735	-69.84%	34,774	Jun 30, 2023
CITADEL ADVISORS LLC	0.11%	-	96,900	-64,800	-40.07%	28,101	Jun 30, 2023

Sunlight Financial's largest institutional shareholder is ALLIANCEBERNSTEIN L.P., holding 12.37% of the company's total share outstanding, currently valued at $3.05M. The top 10 institutional shareholders own together 37.27% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DECADE RENEWABLE PARTNERS LP	2.20%	0.25%	1,876,500	-	-	544,185	Jun 30, 2023
ECP CONTROLCO, LLC	4.88%	0.24%	4,155,380	-	-	1,205,060	Jun 30, 2023
ARENA CAPITAL ADVISORS, LLC- CA	0.23%	0.19%	198,696	-	-	57,622	Jun 30, 2023
FNY INVESTMENT ADVISERS, LLC	0.23%	0.07%	194,250	194,250	100.00%	56,000	Jun 30, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	1.05%	0.07%	889,771	-1,796,247	-66.87%	258,000	Jun 30, 2023
QUARRY LP	0.23%	0.02%	196,830	-26,383	-11.82%	57,081	Jun 30, 2023
APOLLO MANAGEMENT HOLDINGS, L.P.	8.62%	0.02%	7,337,241	-	-	2,127,800	Jun 30, 2023
ARES MANAGEMENT LLC	3.45%	0.02%	2,932,978	-	-	850,564	Jun 30, 2023
MSD PARTNERS, L.P.	0.69%	0.02%	590,000	-	-	171,100	Jun 30, 2023
GSA CAPITAL PARTNERS LLP	0.60%	0.01%	511,268	193,903	61.10%	148,000	Jun 30, 2023
SHAY CAPITAL LLC	0.32%	0.01%	271,425	271,425	100.00%	78,713	Jun 30, 2023
Y-INTERCEPT (HONG KONG) LTD	0.38%	0.01%	322,525	322,525	100.00%	93,532	Jun 30, 2023
VERITION FUND MANAGEMENT LLC	0.88%	0.00%	750,000	750,000	100.00%	217,500	Jun 30, 2023
ALLIANCEBERNSTEIN L.P.	12.37%	0.00%	10,525,617	2,359,782	28.90%	3,052,429	Jun 30, 2023
VIRTU FINANCIAL LLC	0.03%	0.00%	28,604	28,604	100.00%	8,000	Jun 30, 2023
OLD MISSION CAPITAL LLC	0.05%	0.00%	41,828	41,828	100.00%	12,130,000	Jun 30, 2023
ARCHER INVESTMENT CORP	0.00%	0.00%	2,500	-	-	725	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	206,600	57,200	38.29%	60,000	Jun 30, 2023
INTEGRATED WEALTH CONCEPTS LLC	0.01%	0.00%	11,200	-	-	3,248	Jun 30, 2023
J. GOLDMAN & CO LP	0.07%	-	60,000	-	-	1,272	Jun 30, 2023

The largest Sunlight Financial shareholder by % of total assets is DECADE RENEWABLE PARTNERS LP. The company owns 1.88M shares of Sunlight Financial (SUNL), representing 0.25% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALLIANCEBERNSTEIN L.P.	12.37%	0.00%	10,525,617	2,359,782	28.90%	3,052,429	Jun 30, 2023
VERITION FUND MANAGEMENT LLC	0.88%	0.00%	750,000	750,000	100.00%	217,500	Jun 30, 2023
Y-INTERCEPT (HONG KONG) LTD	0.38%	0.01%	322,525	322,525	100.00%	93,532	Jun 30, 2023
SHAY CAPITAL LLC	0.32%	0.01%	271,425	271,425	100.00%	78,713	Jun 30, 2023
FNY INVESTMENT ADVISERS, LLC	0.23%	0.07%	194,250	194,250	100.00%	56,000	Jun 30, 2023
GSA CAPITAL PARTNERS LLP	0.60%	0.01%	511,268	193,903	61.10%	148,000	Jun 30, 2023
BANK OF AMERICA CORP /DE/	0.11%	-	96,007	67,203	233.31%	27,842	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	206,600	57,200	38.29%	60,000	Jun 30, 2023
OLD MISSION CAPITAL LLC	0.05%	0.00%	41,828	41,828	100.00%	12,130,000	Jun 30, 2023
VIRTU FINANCIAL LLC	0.03%	0.00%	28,604	28,604	100.00%	8,000	Jun 30, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	-	21,663	21,663	100.00%	6,282	Jun 30, 2023
SQUAREPOINT OPS LLC	0.02%	-	16,690	16,690	100.00%	4,840	Jun 30, 2023
UBS GROUP AG	0.03%	-	21,669	13,961	181.12%	6,284	Jun 30, 2023
MORGAN STANLEY	0.11%	-	92,335	2,132	2.36%	26,777	Jun 30, 2023
FMR LLC	0.00%	-	3,340	1,824	120.32%	969	Jun 30, 2023
CITIGROUP INC	0.00%	-	2,552	1,780	230.57%	740	Jun 30, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	4,670	1,150	32.67%	1,353	Jun 30, 2023
TWO SIGMA ADVISERS, LP	0.02%	-	16,400	800	5.13%	4,756	Jun 30, 2023
GROUP ONE TRADING, L.P.	0.01%	-	11,903	200	1.71%	3,452,000	Jun 30, 2023
NEWEDGE ADVISORS, LLC	0.00%	-	200	-	-	58	Jun 30, 2023

As of Jun 30 2023, Sunlight Financial's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 2.36M stocks of SUNL, valued at $3.05M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NEUBERGER BERMAN GROUP LLC	0.03%	-	24,579	-2,495,421	-99.02%	7,128	Jun 30, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	1.05%	0.07%	889,771	-1,796,247	-66.87%	258,000	Jun 30, 2023
BLACKROCK INC.	0.66%	-	562,333	-1,576,478	-73.71%	163,076	Jun 30, 2023
STATE STREET CORP	0.14%	-	119,911	-277,735	-69.84%	34,774	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.40%	-	339,843	-249,978	-42.38%	98,554	Jun 30, 2023
HRT FINANCIAL LP	-	-	-	-201,173	-100.00%	-	Jun 30, 2023
MILLENNIUM MANAGEMENT LLC	-	-	-	-188,124	-100.00%	-	Jun 30, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-183,000	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	0.07%	-	62,016	-150,663	-70.84%	17,985	Jun 30, 2023
JANE STREET GROUP, LLC	0.03%	-	25,499	-136,768	-84.29%	7,395	Jun 30, 2023
GOLDMAN SACHS GROUP INC	0.06%	-	48,371	-122,200	-71.64%	14,028	Jun 30, 2023
VANGUARD GROUP INC	2.48%	-	2,106,834	-96,909	-4.40%	610,981	Jun 30, 2023
D. E. SHAW & CO., INC.	-	-	-	-85,261	-100.00%	-	Jun 30, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	-	-	-	-70,186	-100.00%	-	Jun 30, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-65,273	-100.00%	-	Jun 30, 2023
CITADEL ADVISORS LLC	0.11%	-	96,900	-64,800	-40.07%	28,101	Jun 30, 2023
JPMORGAN CHASE & CO	-	-	-	-63,038	-100.00%	-	Jun 30, 2023
NUVEEN ASSET MANAGEMENT, LLC	-	-	-	-58,422	-100.00%	-	Jun 30, 2023
BANK OF NEW YORK MELLON CORP	0.07%	-	58,405	-55,266	-48.62%	16,938	Jun 30, 2023
QUARRY LP	0.23%	0.02%	196,830	-26,383	-11.82%	57,081	Jun 30, 2023

As of Jun 30 2023, Sunlight Financial's biggest institutional seller is NEUBERGER BERMAN GROUP LLC. The company sold -2.50M shares of SUNL, valued at $7.13K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VERITION FUND MANAGEMENT LLC	0.88%	0.00%	750,000	750,000	100.00%	217,500	Jun 30, 2023
Y-INTERCEPT (HONG KONG) LTD	0.38%	0.01%	322,525	322,525	100.00%	93,532	Jun 30, 2023
SHAY CAPITAL LLC	0.32%	0.01%	271,425	271,425	100.00%	78,713	Jun 30, 2023
FNY INVESTMENT ADVISERS, LLC	0.23%	0.07%	194,250	194,250	100.00%	56,000	Jun 30, 2023
OLD MISSION CAPITAL LLC	0.05%	0.00%	41,828	41,828	100.00%	12,130,000	Jun 30, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	-	21,663	21,663	100.00%	6,282	Jun 30, 2023
SQUAREPOINT OPS LLC	0.02%	-	16,690	16,690	100.00%	4,840	Jun 30, 2023

Sunlight Financial's largest new institutional shareholder by number of shares is VERITION FUND MANAGEMENT LLC, purchased 750.00K shares, valued at $217.50K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	-	-	-	-201,173	-100.00%	-	Jun 30, 2023
MILLENNIUM MANAGEMENT LLC	-	-	-	-188,124	-100.00%	-	Jun 30, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	-	-	-	-183,000	-100.00%	-	Jun 30, 2023
D. E. SHAW & CO., INC.	-	-	-	-85,261	-100.00%	-	Jun 30, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	-	-	-	-70,186	-100.00%	-	Jun 30, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-65,273	-100.00%	-	Jun 30, 2023
JPMORGAN CHASE & CO	-	-	-	-63,038	-100.00%	-	Jun 30, 2023
NUVEEN ASSET MANAGEMENT, LLC	-	-	-	-58,422	-100.00%	-	Jun 30, 2023
NEW YORK STATE COMMON RETIREMENT FUND	-	-	-	-24,300	-100.00%	-	Jun 30, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-15,066	-100.00%	-	Jun 30, 2023
BARCLAYS PLC	-	-	-	-14,031	-100.00%	-	Jun 30, 2023
DEUTSCHE BANK AG\	-	-	-	-13,937	-100.00%	-	Jun 30, 2023
INVESCO LTD.	-	-	-	-13,450	-100.00%	-	Jun 30, 2023
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-11,348	-100.00%	-	Jun 30, 2023
CITADEL ADVISORS LLC	-	-	-	-6,010	-100.00%	-	Jun 30, 2023
AMALGAMATED BANK	-	-	-	-3,945	-100.00%	-	Jun 30, 2023
POINT72 MIDDLE EAST FZE	-	-	-	-2,841	-100.00%	-	Jun 30, 2023
WOLVERINE ASSET MANAGEMENT LLC	-	-	-	-2,292	-100.00%	-	Jun 30, 2023
LEGAL & GENERAL GROUP PLC	-	-	-	-2,039	-100.00%	-	Jun 30, 2023
AMERITAS INVESTMENT PARTNERS, INC.	-	-	-	-1,823	-100.00%	-	Jun 30, 2023

Sunlight Financial's largest sold out institutional shareholder by shares sold is HRT FINANCIAL LP, sold -0.20M shares, valued at -, as of undefined.

Sunlight Financial Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD VALLEY FORGE FUNDS	0.09%	44,155	-	-	Dec 31, 2023
BRIDGEWAY FUNDS INC	0.07%	183,000	-	-	Dec 29, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.06%	4,997,898	-	-	Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	3,510	-	-	Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC	0.01%	37,549	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.00%	2,025,211	-	-	Dec 31, 2023
RBB FUND, INC.	0.00%	263,130	-	-	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	70,186	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	309,084	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	24,670	-	-	Dec 31, 2023
Calvert Variable Products, Inc.	0.00%	1,823	-	-	Dec 31, 2023
GOLDMAN SACHS TRUST	0.00%	55,157	-	-	Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	623	-	-	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	1,558	-	-	Dec 31, 2023
VANGUARD WELLINGTON FUND	0.00%	44,675	-	-	Feb 29, 2024
FIDELITY SALEM STREET TRUST	0.00%	203,074	-	-	Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	6,700	-	-	Dec 31, 2023
EQ ADVISORS TRUST	0.00%	84,380	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	1,126,485	-	-	Feb 29, 2024
RYDEX SERIES FUNDS	0.00%	227	-	-	Dec 31, 2023
T. Rowe Price Index Trust, Inc.	0.00%	929	-	-	Feb 29, 2024
PENN SERIES FUNDS INC	0.00%	1,400	-	-	Dec 29, 2023
VANGUARD SCOTTSDALE FUNDS	0.00%	81,809	-	-	Feb 29, 2024
ProFunds	0.00%	297	-	-	Jan 31, 2024
VALIC Co I	0.00%	8,654	-	-	Feb 29, 2024
RYDEX DYNAMIC FUNDS	0.00%	107	-	-	Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	3,439	-	-	Dec 31, 2023
NATIONWIDE MUTUAL FUNDS	0.00%	3,304	-	-	Jan 31, 2024
WisdomTree Trust	0.00%	44,417	-	-	Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	24,396	-	-	Dec 31, 2023
NORTHERN FUNDS	0.00%	11,774	-	-	Dec 29, 2023
RYDEX VARIABLE TRUST	0.00%	15	-	-	Dec 31, 2023
SPDR SERIES TRUST	0.00%	477,159	-	-	Dec 31, 2023
PROSHARES TRUST	0.00%	2,783	-	-	Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	19,400	-	-	Dec 31, 2023
SUNAMERICA SERIES TRUST	0.00%	2,694	-	-	Jan 31, 2024
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST	0.00%	118,557	-	-	Dec 31, 2023
PACIFIC SELECT FUND	0.00%	5,970	-	-	Dec 31, 2023
Bridge Builder Trust	0.00%	9,322	-	-	Dec 31, 2023
BlackRock Variable Series Funds, Inc.	0.00%	2,822	-	-	Dec 31, 2023
PRINCIPAL FUNDS, INC.	0.00%	2,303	-	-	Feb 29, 2024

Sunlight Financial's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 44.16K shares, compromising 0.09% of its total assets.

Sunlight Financial Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 23	1	-97.87%
30 Jun, 23	47	-21.67%
31 Mar, 23	60	-17.81%
31 Dec, 22	73	17.74%
30 Sep, 22	62	-18.42%
30 Jun, 22	76	11.76%
31 Mar, 22	68	-1.45%
31 Dec, 21	69	-8.00%
30 Sep, 21	75	3650.00%
30 Jun, 21	2	-

As of 30 Sep 23, 1 institutions are holding Sunlight Financial's shares, representing a decrease of -97.87% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 23	207,769	-99.40%
30 Jun, 23	34,705,049	-9.64%
31 Mar, 23	38,407,625	-3.32%
31 Dec, 22	39,725,549	3.96%
30 Sep, 22	38,213,007	-10.78%
30 Jun, 22	42,830,695	17.95%
31 Mar, 22	36,311,167	-10.38%
31 Dec, 21	40,516,660	29.12%
30 Sep, 21	31,377,873	5995.08%
30 Jun, 21	514,807	-

Sunlight Financial (SUNL) has 207.77K shares outstanding as of 30 Sep 23, down -99.40% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 23	0.22%	0.01%
30 Jun, 23	40.77%	2.00%
31 Mar, 23	45.12%	2.01%
31 Dec, 22	47.40%	2.24%
30 Sep, 22	46.01%	1.80%
30 Jun, 22	50.61%	2.76%
31 Mar, 22	42.82%	1.88%
31 Dec, 21	47.78%	3.49%
30 Sep, 21	36.99%	2595.42%
30 Jun, 21	1.19%	-

As of 30 Sep 23, Sunlight Financial is held by 0.22% institutional shareholders, representing a 0.01% growth compared to 30 Jun 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 23	-	-100.00%
30 Jun, 23	20	-23.08%
31 Mar, 23	26	-29.73%
31 Dec, 22	37	68.18%
30 Sep, 22	22	-53.19%
30 Jun, 22	47	9.30%
31 Mar, 22	43	7.50%
31 Dec, 21	40	-41.18%
30 Sep, 21	68	3300.00%
30 Jun, 21	2	-

- institutional shareholders have increased their position in SUNL stock as of 30 Sep 23 compared to 20 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 23	1	-92.86%
30 Jun, 23	14	-22.22%
31 Mar, 23	18	12.50%
31 Dec, 22	16	-23.81%
30 Sep, 22	21	16.67%
30 Jun, 22	18	20.00%
31 Mar, 22	15	7.14%
31 Dec, 21	14	-
30 Sep, 21	-	-
30 Jun, 21	-	-

1 institutional shareholders have reduced their position in SUNL stock as of 30 Sep 23 compared to 14 in the previous quarter (a -92.86% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 23	1	-97.87%	207,769	-99.40%	0.22%	0.01%	-	-100.00%	1	-92.86%
30 Jun, 23	47	-21.67%	34,705,049	-9.64%	40.77%	2.00%	20	-23.08%	14	-22.22%
31 Mar, 23	60	-17.81%	38,407,625	-3.32%	45.12%	2.01%	26	-29.73%	18	12.50%
31 Dec, 22	73	17.74%	39,725,549	3.96%	47.40%	2.24%	37	68.18%	16	-23.81%
30 Sep, 22	62	-18.42%	38,213,007	-10.78%	46.01%	1.80%	22	-53.19%	21	16.67%
30 Jun, 22	76	11.76%	42,830,695	17.95%	50.61%	2.76%	47	9.30%	18	20.00%
31 Mar, 22	68	-1.45%	36,311,167	-10.38%	42.82%	1.88%	43	7.50%	15	7.14%
31 Dec, 21	69	-8.00%	40,516,660	29.12%	47.78%	3.49%	40	-41.18%	14	-
30 Sep, 21	75	3650.00%	31,377,873	5995.08%	36.99%	2595.42%	68	3300.00%	-	-
30 Jun, 21	2	-	514,807	-	1.19%	-	2	-	-	-

Sunlight Financial Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jun 23, 2023	Potere Matthew	director, officer	Chief Executive Officer	P-Purchase	Buy	3,760	$2.66	$10.00K	1,422,621

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jun 23, 2023	Potere Matthew	director, officer	Chief Executive Officer	P-Purchase	Buy	3,760	$2.66	$10.00K	1,422,621

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Oct 03, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	45	$0.45	$20.25	16,337
Sep 05, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	47	$2.46	$115.62	16,382
Aug 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	941	$0.52	$489.32	328,567
Jul 11, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	3,279	$0.32	$1.05K	329,508
Jul 05, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	868	$0.29	$251.72	332,787
Jun 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$0.39	$311.22	333,655
May 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	772	$0.45	$347.40	334,453
Apr 04, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$0.31	$247.38	335,225
Mar 01, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	794	$1.31	$1.04K	336,023
Feb 22, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	19,396	$1.55	$30.06K	336,817
Feb 22, 2023	Yoder Rodney	officer	Chief Financial Officer	F-InKind	Sell	33,977	$1.55	$52.66K	391,346
Feb 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$1.29	$1.03K	356,213
Jan 03, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	748	$1.29	$964.92	260,393

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Oct 03, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	45	$0.45	$20.25	16,337
Sep 05, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	47	$2.46	$115.62	16,382
Aug 08, 2023	Yoder Rodney	officer	Chief Financial Officer	A-Award	Buy	490,196	-	-	881,542
Aug 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	941	$0.52	$489.32	328,567
Jul 11, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	3,279	$0.32	$1.05K	329,508
Jul 05, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	868	$0.29	$251.72	332,787
Jun 23, 2023	Potere Matthew	director, officer	Chief Executive Officer	P-Purchase	Buy	3,760	$2.66	$10.00K	1,422,621
Jun 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$0.39	$311.22	333,655
May 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	772	$0.45	$347.40	334,453
Apr 04, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$0.31	$247.38	335,225
Mar 01, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	794	$1.31	$1.04K	336,023
Feb 22, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	19,396	$1.55	$30.06K	336,817
Feb 22, 2023	Yoder Rodney	officer	Chief Financial Officer	F-InKind	Sell	33,977	$1.55	$52.66K	391,346
Feb 02, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	798	$1.29	$1.03K	356,213
Jan 03, 2023	Parsons Timothy	officer	Executive VP & COO	A-Award	Buy	92,028	-	-	245,646
Jan 03, 2023	Potere Matthew	officer	Chief Executive Officer	A-Award	Buy	456,521	-	-	1,418,861
Jan 03, 2023	Miller William B	officer	Chief Accounting Officer	A-Award	Buy	96,618	-	-	357,011
Jan 03, 2023	Miller William B	officer	Chief Accounting Officer	F-InKind	Sell	748	$1.29	$964.92	260,393
Jan 03, 2023	Yoder Rodney	officer	Chief Financial Officer	A-Award	Buy	241,545	-	-	425,323
Jan 03, 2023	Mulloy Scott	officer	EVP and CIO	A-Award	Buy	95,169	-	-	233,276

The last insider sell of Sunlight Financial's stock was made by Miller William B on Oct 03 2023, selling 45 shares at $0.45 per share (valued at $20.25). The last insider buy of SUNL was made by Potere Matthew on Jun 23 2023, buying 3,760 shares at $2.66 per share (worth $10.00K).

Sunlight Financial Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	-	2	-
Q2 2023	-	3	-
Q1 2023	-	5	-
Q4 2022	6	5	120.00%
Q3 2022	5	4	125.00%
Q2 2022	12	3	400.00%
Q1 2022	-	3	-
Q4 2021	3	3	100.00%
Q3 2021	29	9	322.22%
Q4 2020	-	4	-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Sunlight Financial's insiders, as of Q3 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	1	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	2	-	-
Q3 2021	4	-	-
Q4 2020	-	-	-

As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Sunlight Financial's stocks.

Sunlight Financial Peer Ownership

Ticker	Company
NISN	Nisun International Enterprise Development Group Co., Ltd
SNTG	Sentage Holdings Inc.
FOA	Finance Of America Companies Inc.
XYF	X Financial
LMFA	LM Funding America, Inc.

SUNL Ownership FAQ

Who Owns Sunlight Financial?

Sunlight Financial is owned by institutional shareholders (0.22%), insiders (19.00%), and public (80.78%). The largest institutional shareholder of Sunlight Financial is ALLIANCEBERNSTEIN L.P. (12.37% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.09% of total shares).

Who are the major institutional shareholders of Sunlight Financial?

Sunlight Financial's major institutional shareholders are ALLIANCEBERNSTEIN L.P., APOLLO MANAGEMENT HOLDINGS, L.P., ECP CONTROLCO, LLC, ARES MANAGEMENT LLC, and VANGUARD GROUP INC. The top five shareholders own together 31.79% of the company's share outstanding.

How many Sunlight Financial shareholders are there?

As of Sep 2023, there are 1 institutional shareholders of Sunlight Financial.

What percentage of Sunlight Financial is owned by ALLIANCEBERNSTEIN L.P?

ALLIANCEBERNSTEIN L.P owns 10.53M shares of Sunlight Financial, representing 12.37% of the company's total shares outstanding, valued at $3.05M (as of Jun 2023).

What percentage of Sunlight Financial is owned by APOLLO MANAGEMENT HOLDINGS, L.P?

As of Jun 2023, APOLLO MANAGEMENT HOLDINGS, L.P holds 7.34M shares of Sunlight Financial (SUNL), compromising 8.62% of the company, valued at $2.13M.

What percentage of Sunlight Financial is owned by ECP CONTROLCO, LLC?

ECP CONTROLCO, LLC is the third largest holder of Sunlight Financial. The company owns 4.16M of the company's shares outstanding (worth $1.21M).