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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.2K+ 18.29% |
$273K - $319K
|
40.1K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$330K - $385K
|
7.49K
$488K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
94New |
$4.14K - $4.83K
|
94
$6.13K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
25.4KNew |
$1.12M - $1.31M
|
25.4K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
809New |
$35.7K - $41.6K
|
809
$52.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
568New |
$25K - $29.2K
|
568
$37K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
200+ 0.37% |
$8.82K - $10.3K
|
54.3K
$3.54M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
112New |
$4.94K - $5.76K
|
112
$7.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
27+ 65.85% |
$1.19K - $1.39K
|
68
$4.43K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 49.14% |
$17.6K - $20.6K
|
414
$27K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167New |
$7.36K - $8.59K
|
167
$10.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
163+ 3.64% |
$7.19K - $8.38K
|
4.65K
$303K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
191+ 11.44% |
$8.42K - $9.82K
|
1.86K
$121K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
991+ 6.01% |
$43.7K - $51K
|
17.5K
$1.14M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14K+ 43.6% |
$547K - $665K
|
46.2K
$3.01M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
994New |
$38.8K - $47.2K
|
994
$64.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.79% |
$156 - $190
|
509
$33.2K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$7.37K - $8.97K
|
189
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$28.5M - $34.7M
|
731K
$47.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.3KNew |
$986K - $1.2M
|
25.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
67.1KNew |
$2.62M - $3.19M
|
67.1K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.68KNew |
$222K - $270K
|
5.68K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07K- 17.66% |
$41.7K - $50.7K
|
4.99K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-227- 7.57% |
$8.85K - $10.8K
|
2.77K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
233New |
$9.08K - $11.1K
|
233
$15.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
381+ 2.88% |
$14.9K - $18.1K
|
13.6K
$888K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.81KNew |
$305K - $371K
|
7.81K
$509K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.34KNew |
$169K - $206K
|
4.34K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
37.6KNew |
$1.47M - $1.78M
|
37.6K
$2.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
308New |
$12K - $14.6K
|
308
$20.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
181New |
$7.06K - $8.59K
|
181
$11.8K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$43.6K - $53.4K
|
1.1K
$71.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-22.9K- 17.32% |
$911K - $1.11M
|
109K
$7.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6- 0.12% |
$239 - $292
|
5.18K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.53K+ 102.84% |
$180K - $220K
|
8.93K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-699- 1.49% |
$27.8K - $34K
|
46.1K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
26.1K+ 133.33% |
$1.04M - $1.27M
|
45.7K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 95.0% |
$453K - $555K
|
23.4K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$11.9K - $14.6K
|
300
$19.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
386K+ 26.24% |
$15.3M - $18.8M
|
1.86M
$121M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-248- 3.15% |
$9.86K - $12.1K
|
7.62K
$496K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
514New |
$20.4K - $25K
|
514
$33.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660New |
$26.2K - $32.1K
|
660
$43K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.8K - $48.7K
|
1K
$65.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
790+ 4.4% |
$31.4K - $38.4K
|
18.7K
$1.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$50.9K - $62.3K
|
1.28K
$83.4K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.97% |
$116K - $146K
|
274K
$17.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-186Closed |
$8.25K - $10.4K
|
0
$0
|
|