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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 15.38% |
$10K - $11K
|
1.1K
$71.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.4K+ 0.7% |
$522K - $575K
|
1.5M
$97.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-450- 9.97% |
$22.5K - $24.8K
|
4.06K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 29.23% |
$16.3K - $17.9K
|
787
$50.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-845- 14.46% |
$42.3K - $46.6K
|
5K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
230+ 696.97% |
$11.5K - $12.7K
|
263
$17K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
47New |
$2.35K - $2.59K
|
47
$3.04K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$532K - $586K
|
10.6K
$687K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
215K+ 5.58% |
$9.62M - $11.2M
|
4.07M
$263M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
460New |
$20.6K - $24K
|
460
$29.7K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$403 - $470
|
9
$582
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
501New |
$22.4K - $26.2K
|
501
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
6.1KNew |
$273K - $319K
|
6.1K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$179K - $209K
|
4K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.08KNew |
$227K - $266K
|
5.08K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-15.6K- 16.24% |
$698K - $815K
|
80.4K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.15K+ 14.45% |
$275K - $321K
|
48.7K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$565K - $660K
|
12.6K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.28K+ 1.12% |
$57.2K - $66.8K
|
115K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8K+ 130.29% |
$1.02M - $1.19M
|
40.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
465New |
$20.8K - $24.3K
|
465
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-14.9K- 31.59% |
$664K - $776K
|
32.2K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$940 - $1.1K
|
21
$1.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70New |
$3.13K - $3.66K
|
70
$4.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$185K - $216K
|
4.13K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 17.14% |
$5.91K - $6.9K
|
638
$41.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
797New |
$35.7K - $41.6K
|
797
$51.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 26.27% |
$108K - $126K
|
11.6K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
566New |
$25.3K - $29.6K
|
566
$36.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.9% |
$2.06K - $2.4K
|
5.14K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
289New |
$12.9K - $15.1K
|
289
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54New |
$2.42K - $2.82K
|
54
$3.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
35.4KNew |
$1.58M - $1.85M
|
35.4K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
225New |
$10.1K - $11.8K
|
225
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
760New |
$34K - $39.7K
|
760
$49.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65- 53.28% |
$2.91K - $3.4K
|
57
$3.69K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$183K - $213K
|
4.08K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
367New |
$16.4K - $19.2K
|
367
$23.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
177New |
$7.92K - $9.25K
|
177
$11.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.79% |
$1.79K - $2.09K
|
5K
$323K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
586+ 83.48% |
$26.2K - $30.6K
|
1.29K
$83.3K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$52.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 50.0% |
$751 - $845
|
48
$3.1K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
96.9K+ 23.53% |
$4.55M - $5.12M
|
509K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.2K- 19.49% |
$56.3K - $63.3K
|
4.95K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
202K+ 101.18% |
$9.49M - $10.7M
|
402K
$26M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.77KNew |
$271K - $305K
|
5.77K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-154- 50.66% |
$7.23K - $8.13K
|
150
$9.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
244New |
$11.4K - $12.9K
|
244
$15.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
889+ 11.35% |
$41.7K - $46.9K
|
8.72K
$564K
|
|