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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
417+ 49.94% |
$23.1K - $26.1K
|
1.25K
$73.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-21.4K- 2.56% |
$1.19M - $1.34M
|
815K
$47.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.18K- 1.7% |
$121K - $137K
|
126K
$7.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
55+ 0.72% |
$3.05K - $3.45K
|
7.71K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.86% |
$388 - $439
|
384
$22.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1K- 9.72% |
$55.4K - $62.7K
|
9.29K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
250+ 0.52% |
$13.9K - $15.7K
|
47.9K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-416- 1.55% |
$23.1K - $26.1K
|
26.4K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-278- 1.44% |
$15.4K - $17.4K
|
19.1K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-906- 11.48% |
$50.2K - $56.8K
|
6.98K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.3K- 14.26% |
$71.8K - $81.2K
|
7.79K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.49K- 6.67% |
$304K - $344K
|
76.8K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.49KNew |
$304K - $344K
|
5.49K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.86KNew |
$491K - $555K
|
8.86K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.67KNew |
$92.4K - $105K
|
1.67K
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.83% |
$554 - $627
|
1.2K
$70.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
292+ 8.15% |
$16.2K - $18.3K
|
3.88K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.89K- 4.25% |
$160K - $181K
|
65K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 0.49% |
$1.97M - $2.23M
|
7.29M
$427M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7.2K- 2.51% |
$399K - $451K
|
280K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.41KNew |
$189K - $214K
|
3.41K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-149- 2.52% |
$8.26K - $9.34K
|
5.76K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-106K- 13.29% |
$5.88M - $6.65M
|
691K
$40.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6- 0.12% |
$333 - $376
|
5.06K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-1.08K- 9.28% |
$60K - $67.8K
|
10.6K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-66- 1.33% |
$3.66K - $4.14K
|
4.89K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
855+ 11.16% |
$47.4K - $53.6K
|
8.52K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.67KNew |
$92.5K - $105K
|
1.67K
$97.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 0.65% |
$2.16K - $2.44K
|
6.08K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.22% |
$998 - $1.13K
|
8.08K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.94K- 27.48% |
$218K - $247K
|
10.4K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.44KNew |
$191K - $216K
|
3.44K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.11KNew |
$228K - $257K
|
4.11K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.9% |
$111 - $125
|
224
$13.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
253K+ 29.14% |
$14.1M - $15.9M
|
1.12M
$65.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$119K - $134K
|
2.14K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
893+ 13.27% |
$49.5K - $56K
|
7.62K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
103+ 87.29% |
$5.71K - $6.46K
|
221
$13K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23+ 0.4% |
$1.27K - $1.44K
|
5.71K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 3.98% |
$4.82K - $5.45K
|
2.27K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-338- 0.27% |
$18.7K - $21.2K
|
126K
$7.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.7K- 1.34% |
$150K - $169K
|
199K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.04KNew |
$224K - $253K
|
4.04K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 3.65% |
$7.15K - $8.09K
|
3.4K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13New |
$721 - $815
|
13
$762
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.1KNew |
$2.33M - $2.64M
|
42.1K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 0.36% |
$8.92K - $10.1K
|
44.4K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.51K+ 4.01% |
$139K - $157K
|
65.1K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
508+ 0.59% |
$28.2K - $31.8K
|
87.2K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-54- 1.11% |
$2.99K - $3.39K
|
4.8K
$281K
|