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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
512+ 19.55% |
$24.3K - $27.6K
|
3.13K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
878New |
$41.7K - $47.4K
|
878
$57.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$59.3K - $67.5K
|
1.25K
$81.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 4.68% |
$4.75K - $5.4K
|
2.04K
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3KNew |
$142K - $162K
|
3K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-51Closed |
$2.42K - $2.75K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-90- 10.11% |
$4.27K - $4.86K
|
800
$52.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-310- 4.63% |
$14.7K - $16.7K
|
6.38K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
500+ 9.27% |
$23.7K - $27K
|
5.89K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-506- 6.74% |
$24K - $27.3K
|
7K
$456K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
755+ 57.59% |
$35.8K - $40.7K
|
2.07K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$38K - $43.2K
|
800
$52.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
8.4KNew |
$399K - $453K
|
8.4K
$547K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.53% |
$47.5 - $54
|
190
$12.4K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.46K- 90.86% |
$307K - $349K
|
650
$42.4K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-298K- 29.25% |
$14.9M - $16.4M
|
720K
$46.9M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.42MNew |
$321M - $354M
|
6.42M
$418M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$223K - $246K
|
4.46K
$291K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
330New |
$16.5K - $18.2K
|
330
$21.5K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.03KNew |
$302K - $333K
|
6.03K
$393K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.48KNew |
$274K - $302K
|
5.48K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.37KNew |
$268K - $296K
|
5.37K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
673KNew |
$33.7M - $37.2M
|
673K
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 15.92% |
$60.5K - $66.8K
|
6.39K
$417K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
55K+ 57.89% |
$2.75M - $3.03M
|
150K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$2.25K - $2.48K
|
45
$2.93K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13K+ 108.57% |
$649K - $715K
|
24.9K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.4KNew |
$522K - $576K
|
10.4K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9KNew |
$195K - $215K
|
3.9K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
100+ 1.42% |
$5K - $5.52K
|
7.12K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
15.3KNew |
$766K - $845K
|
15.3K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
380New |
$19K - $21K
|
380
$24.8K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-825- 20.16% |
$41.3K - $45.5K
|
3.27K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 8.32% |
$82.9K - $91.4K
|
21.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.04KNew |
$352K - $389K
|
7.04K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
58.7KNew |
$2.94M - $3.24M
|
58.7K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.06K- 84.01% |
$253K - $279K
|
963
$62.8K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
139New |
$6.95K - $7.67K
|
139
$9.06K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.97K- 0.62% |
$348K - $384K
|
1.12M
$72.9M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.39KNew |
$419K - $463K
|
8.39K
$546K
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-45.1M- 98.83% |
$2.26B - $2.49B
|
535K
$34.9M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.61K+ 6.28% |
$431K - $475K
|
146K
$9.5M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-416- 50.3% |
$20.8K - $23K
|
411
$26.8K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
609New |
$30.5K - $33.6K
|
609
$39.7K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-51.5K- 92.66% |
$2.58M - $2.84M
|
4.08K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20.2KNew |
$1.01M - $1.12M
|
20.2K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
397New |
$19.9K - $21.9K
|
397
$25.9K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.25KNew |
$212K - $234K
|
4.25K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-130- 26.0% |
$6.5K - $7.17K
|
370
$24.1K
|
|