Capital Advisory Group Advisory Services, LLC Sun Life Financial Inc Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$44.37 - $55.82 $26,622 - $33,492	-600 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$51.02 - $58.25 $30,612 - $34,950	600 New	600 $33,000
Q4 2021 Feb 15, 2022	SELL	$51.46 - $57.63 $30,876 - $34,578	-600 Closed	0 $0
Q1 2020 May 18, 2020	BUY	$24.42 - $50.13 $14,652 - $30,078	600 New	600 $19,000
Q4 2019 Feb 14, 2020	SELL	$42.63 - $46.3 $25,578 - $27,780	-600 Closed	0 $0

Q1 2018 May 28, 2020	BUY	$40.59 - $44.15 $24,354 - $26,490	600 New	600 $25,000

Others Institutions Holding SLF

# of Institutions

446

Shares Held

310M

Call Options Held

3.21M

Put Options Held

4.35M

Canoe Financial LP Calgary, A0

45.6M
Shares

$2.24 Billion
6.25% of portfolio
Royal Bank Of Canada Toronto, A6

41.2M
Shares

$2.02 Billion
0.53% of portfolio
Vanguard Group Inc Valley Forge, PA

23.2M
Shares

$1.14 Billion
0.03% of portfolio
Td Asset Management Inc

16.1M
Shares

$792 Million
0.86% of portfolio
Mackenzie Financial Corp Toronto Ontario, A6

14.3M
Shares

$703 Million
1.2% of portfolio

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 $28.8B
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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