Latest Institutional Transactions on Sun Life Financial Inc (SLF)
This table provides information on the latest institutional transactions involving Sun Life Financial Inc (SLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$191K - $237K
|
3.57K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
249+ 36.83% |
$13.3K - $16.5K
|
925
$57.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-844- 0.67% |
$45.1K - $56.1K
|
125K
$7.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-698- 1.83% |
$37.3K - $46.4K
|
37.4K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.1K+ 784.15% |
$272K - $339K
|
5.75K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
12.4KNew |
$660K - $822K
|
12.4K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
829+ 3.08% |
$44.3K - $55.1K
|
27.7K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 1.4% |
$7.96K - $9.9K
|
10.8K
$672K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
239New |
$12.8K - $15.9K
|
239
$14.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
195+ 0.33% |
$10.4K - $13K
|
58.8K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
121+ 806.67% |
$6.46K - $8.04K
|
136
$8.47K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-268- 2.53% |
$14.3K - $17.8K
|
10.3K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.21% |
$908 - $1.13K
|
8.11K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
16+ 0.43% |
$854 - $1.06K
|
3.76K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13.5K- 23.21% |
$718K - $894K
|
44.5K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.09K- 3.97% |
$58.4K - $72.7K
|
26.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$427 - $532
|
8
$498
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
834+ 295.74% |
$44.5K - $55.4K
|
1.12K
$69.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
9.01K+ 0.8% |
$481K - $598K
|
1.14M
$70.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.79KNew |
$309K - $385K
|
5.79K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
224+ 2.19% |
$12K - $14.9K
|
10.4K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 1.04% |
$117K - $146K
|
214K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.36KNew |
$72.5K - $90.2K
|
1.36K
$84.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.06KNew |
$164K - $204K
|
3.06K
$191K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 0.81% |
$961 - $1.2K
|
2.23K
$139K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 39.0% |
$4.16K - $5.18K
|
122
$7.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
91+ 2.26% |
$4.86K - $6.05K
|
4.13K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-111- 2.19% |
$5.93K - $7.38K
|
4.96K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-263- 17.06% |
$14K - $17.5K
|
1.28K
$79.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-3.32K- 0.3% |
$177K - $220K
|
1.12M
$69.6M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
267K+ 4.84% |
$14.4M - $15.8M
|
5.78M
$360M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.95K+ 5297.33% |
$429K - $470K
|
8.1K
$504K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
31.5K+ 45.32% |
$1.7M - $1.86M
|
101K
$6.29M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 30.3% |
$9.19K - $10.1K
|
391
$24.3K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.57K- 16.99% |
$193K - $211K
|
17.4K
$1.08M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-597- 34.21% |
$32.3K - $35.3K
|
1.15K
$71.5K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-254K- 20.54% |
$13.7M - $15M
|
982K
$61.1M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
54.2K+ 42.96% |
$2.93M - $3.21M
|
180K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
364+ 6.53% |
$19.7K - $21.5K
|
5.94K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
36.5K+ 5.34% |
$1.97M - $2.16M
|
720K
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.9K- 2.48% |
$103K - $112K
|
74.7K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.86KNew |
$533K - $584K
|
9.86K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-463K- 30.17% |
$25M - $27.4M
|
1.07M
$66.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-150K- 66.67% |
$8.11M - $8.88M
|
75K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 8.29% |
$8.58M - $9.39M
|
2.07M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
9.98K+ 120.42% |
$539K - $591K
|
18.3K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
423+ 7.15% |
$22.9K - $25K
|
6.34K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-39- 1.04% |
$2.11K - $2.31K
|
3.73K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-96.1K- 78.16% |
$5.19M - $5.69M
|
26.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
876K+ 2.0% |
$47.4M - $51.9M
|
44.8M
$2.79B
|
|