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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$282 - $317
|
1.52K
$98.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-243- 4.26% |
$11.4K - $12.8K
|
5.46K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.26KNew |
$59.3K - $66.7K
|
1.26K
$82.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.53K- 8.92% |
$71.6K - $80.6K
|
15.6K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-219- 68.87% |
$10.3K - $11.6K
|
99
$6.45K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-189- 4.33% |
$8.87K - $9.98K
|
4.18K
$272K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
438New |
$20.6K - $23.1K
|
438
$28.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
528+ 7.26% |
$24.8K - $27.9K
|
7.8K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$52.9K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
50New |
$2.35K - $2.64K
|
50
$3.26K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 19.04% |
$8.02K - $9.03K
|
727
$47.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$6.57K - $7.39K
|
140
$9.12K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 33.42% |
$11.8K - $13.3K
|
500
$32.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
365+ 0.84% |
$17.1K - $19.3K
|
43.6K
$2.84M
|
|
| Q2 2023 | |||||||
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
85.2K+ 52.0% |
$3.99M - $4.44M
|
249K
$16.2M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
169New |
$7.92K - $8.81K
|
169
$11K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$63.6K - $70.8K
|
1.36K
$88.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$206K - $229K
|
4.4K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-525- 75.54% |
$24.6K - $27.4K
|
170
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
575New |
$26.9K - $30K
|
575
$37.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$2.21M - $2.46M
|
47.1K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.9KNew |
$464K - $516K
|
9.9K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
150KNew |
$7.03M - $7.82M
|
150K
$9.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 30.24% |
$777K - $865K
|
38.3K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$103K - $114K
|
2.19K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
17.8KNew |
$834K - $928K
|
17.8K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-227K- 37.19% |
$10.6M - $11.8M
|
384K
$25M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 99.61% |
$23.8K - $26.4K
|
2
$130
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
93New |
$4.36K - $4.85K
|
93
$6.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.84% |
$1.22K - $1.36K
|
3.13K
$204K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.35MNew |
$251M - $279M
|
5.35M
$349M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-44- 0.63% |
$2.06K - $2.29K
|
6.98K
$455K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
612+ 450.0% |
$28.7K - $31.9K
|
748
$48.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.3% |
$750 - $834
|
5.33K
$347K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
480New |
$22.5K - $25K
|
480
$31.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
4.18KNew |
$196K - $218K
|
4.18K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
3.86KNew |
$181K - $201K
|
3.86K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$1.26K - $1.41K
|
27
$1.76K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-155- 1.58% |
$7.26K - $8.08K
|
9.65K
$629K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
24.6KNew |
$1.09M - $1.27M
|
24.6K
$1.6M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
476New |
$21K - $24.5K
|
476
$31K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
895+ 382.48% |
$39.5K - $46K
|
1.13K
$73.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$5.38K - $6.27K
|
122
$7.95K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$265 - $309
|
6
$391
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9K+ 127.18% |
$611K - $712K
|
24.7K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-602- 8.17% |
$26.5K - $31K
|
6.77K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150K+ 75.0% |
$6.61M - $7.71M
|
350K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$208K - $243K
|
4.72K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
32KNew |
$1.41M - $1.65M
|
32K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.4KNew |
$194K - $226K
|
4.4K
$287K
|
|