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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6- 0.12% |
$333 - $376
|
5.06K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.9% |
$111 - $125
|
224
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$119K - $134K
|
2.14K
$131K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
103+ 87.29% |
$5.71K - $6.46K
|
221
$13.5K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
327New |
$15.4K - $19K
|
327
$20K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.6KClosed |
$264K - $325K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
18.6KNew |
$876K - $1.08M
|
18.6K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.07KNew |
$50.6K - $62.4K
|
1.07K
$65.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-283- 3.44% |
$13.3K - $16.4K
|
7.94K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$32.9K - $40.7K
|
700
$42.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
135KNew |
$6.36M - $7.85M
|
135K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
458New |
$21.6K - $26.6K
|
458
$28K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
963New |
$45.3K - $55.9K
|
963
$58.9K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.3K- 17.83% |
$202K - $250K
|
19.8K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 2.69% |
$1.18K - $1.45K
|
953
$58.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$287K - $354K
|
6.1K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.94KNew |
$326K - $403K
|
6.94K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
28.8KNew |
$1.35M - $1.67M
|
28.8K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
349+ 0.21% |
$16.4K - $20.3K
|
168K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
353New |
$16.6K - $20.5K
|
353
$21.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.03% |
$141 - $174
|
294
$18K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.96K- 44.69% |
$139K - $172K
|
3.67K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.57KNew |
$73.9K - $91.2K
|
1.57K
$96K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-136- 34.69% |
$6.4K - $7.9K
|
256
$15.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.73K+ 100.0% |
$411K - $507K
|
17.5K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$181K - $224K
|
3.85K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.6KNew |
$639K - $789K
|
13.6K
$830K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$72K - $88.8K
|
1.53K
$93.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-720- 16.72% |
$33.9K - $41.8K
|
3.59K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56KNew |
$168K - $207K
|
3.56K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-352- 63.77% |
$16.6K - $20.4K
|
200
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.28K+ 29.31% |
$107K - $132K
|
10.1K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$94.1K - $116K
|
2K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89New |
$4.19K - $5.17K
|
89
$5.44K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6KNew |
$781K - $964K
|
16.6K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-862- 82.49% |
$40.6K - $50.1K
|
183
$11.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
186New |
$8.76K - $10.8K
|
186
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 2.88% |
$69.2K - $85.5K
|
49.5K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.18% |
$11.9K - $14.6K
|
21.2K
$1.29M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
3.97KNew |
$187K - $231K
|
3.97K
$243K
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
246New |
$11.7K - $13.3K
|
246
$15K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 1.54% |
$10.8K - $12.3K
|
14.6K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
21KNew |
$997K - $1.13M
|
21K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
56New |
$2.66K - $3.02K
|
56
$3.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$3.25M - $3.7M
|
68.5K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
102K+ 507.05% |
$4.86M - $5.52M
|
123K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
48KNew |
$2.28M - $2.59M
|
48K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.8K- 1.96% |
$942K - $1.07M
|
990K
$60.5M
|
|