Ae Wealth Management LLC Sun Life Financial Inc Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$44.74 - $52.25 $275,240 - $321,442	6,152 Added 14.45%	48,732 $2.53 Million
Q3 2023 Oct 11, 2023	BUY	$46.92 - $52.8 $5,442 - $6,124	116 Added 0.27%	42,580 $2.08 Million
Q2 2023 Jul 10, 2023	BUY	$46.85 - $52.12 $241,839 - $269,043	5,162 Added 13.84%	42,464 $2.21 Million
Q1 2023 Apr 14, 2023	BUY	$44.09 - $51.42 $427,364 - $498,414	9,693 Added 35.11%	37,302 $1.74 Million
Q4 2022 Jan 31, 2023	BUY	$38.99 - $47.44 $420,936 - $512,162	10,796 Added 64.21%	27,609 $1.28 Million
Q3 2022 Oct 25, 2022	BUY	$39.76 - $48.66 $25,486 - $31,191	641 Added 3.96%	16,813 $668,000
Q2 2022 Aug 03, 2022	BUY	$44.37 - $55.82 $53,465 - $67,263	1,205 Added 8.05%	16,172 $741,000
Q1 2022 Apr 18, 2022	BUY	$51.02 - $58.25 $47,856 - $54,638	938 Added 6.69%	14,967 $836,000
Q4 2021 Jan 20, 2022	BUY	$51.46 - $57.63 $43,123 - $48,293	838 Added 6.35%	14,029 $781,000
Q3 2021 Nov 01, 2021	BUY	$49.24 - $53.28 $57,610 - $62,337	1,170 Added 9.73%	13,191 $679,000
Q2 2021 Jul 21, 2021	SELL	$50.05 - $54.71 $4,754 - $5,197	-95 Reduced 0.78%	12,021 $620,000
Q1 2021 Apr 27, 2021	BUY	$44.19 - $51.73 $54,883 - $64,248	1,242 Added 11.42%	12,116 $612,000
Q4 2020 Feb 01, 2021	SELL	$38.96 - $45.81 $9,428 - $11,086	-242 Reduced 2.18%	10,874 $483,000
Q3 2020 Nov 06, 2020	BUY	$36.0 - $43.34 $1,872 - $2,253	52 Added 0.47%	11,116 $453,000
Q2 2020 Aug 05, 2020	BUY	$30.0 - $39.26 $139,200 - $182,166	4,640 Added 72.23%	11,064 $407,000
Q1 2020 May 07, 2020	BUY	$24.42 - $50.13 $6,007 - $12,331	246 Added 3.98%	6,424 $206,000
Q4 2019 Jan 15, 2020	BUY	$42.63 - $46.3 $27,240 - $29,585	639 Added 11.54%	6,178 $282,000
Q3 2019 Nov 05, 2019	BUY	$38.8 - $44.81 $3,336 - $3,853	86 Added 1.58%	5,539 $248,000
Q2 2019 Jul 22, 2019	BUY	$38.86 - $41.53 $211,903 - $226,463	5,453 New	5,453 $226,000
Q4 2018 Feb 15, 2019	SELL	$31.92 - $39.99 $180,699 - $226,383	-5,661 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$38.55 - $40.94 $218,231 - $231,761	5,661 New	5,661 $225,000

Others Institutions Holding SLF

# of Institutions

459

Shares Held

264M

Call Options Held

3.21M

Put Options Held

5.28M

View Full List

About SUN LIFE FINANCIAL INC

Ticker SLF
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 586,121,984
Market Cap $34.9B
Description
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...

More about SLF

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