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, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-842Closed |
$37.4K - $47K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-6.82K- 96.12% |
$303K - $381K
|
275
$16.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.94K+ 261.72% |
$219K - $276K
|
6.82K
$402K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.08KClosed |
$92.3K - $116K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-354- 0.15% |
$15.7K - $19.8K
|
238K
$14M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$157K - $197K
|
3.53K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 9.39% |
$2.75K - $3.46K
|
722
$42.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
837+ 191.1% |
$37.1K - $46.7K
|
1.28K
$75.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-513- 93.44% |
$22.8K - $28.6K
|
36
$2.12K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.15K- 14.86% |
$51K - $64.2K
|
6.59K
$388K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$22.2K - $27.9K
|
500
$29.5K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-75Closed |
$3.33K - $4.19K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-335KClosed |
$14.9M - $18.7M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-610- 78.71% |
$27.1K - $34.1K
|
165
$9.72K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$887 - $1.12K
|
20
$1.18K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-519Closed |
$23K - $29K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500Closed |
$22.2K - $27.9K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.15KClosed |
$184K - $232K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-559Closed |
$24.8K - $31.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-86.5KClosed |
$4.41M - $5.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-6.45KClosed |
$329K - $376K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.49M - $2.84M
|
48.8K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-6.85KClosed |
$349K - $399K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
262New |
$13.4K - $15.3K
|
262
$15.4K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
530New |
$27K - $30.9K
|
530
$31.2K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.91KClosed |
$97.2K - $111K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$161K - $183K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-366- 49.93% |
$18.7K - $21.3K
|
367
$21.6K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-256Closed |
$13.1K - $14.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
146New |
$7.45K - $8.5K
|
146
$8.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
119New |
$6.07K - $6.93K
|
119
$7.01K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.02K - $1.17K
|
20
$1.18K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48New |
$2.45K - $2.8K
|
48
$2.83K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-17.9KClosed |
$913K - $1.04M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-475Closed |
$24.2K - $27.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
22KNew |
$1.13M - $1.27M
|
22K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17.1KClosed |
$880K - $986K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.4KClosed |
$741K - $830K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-175KClosed |
$8.98M - $10.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-2.5MClosed |
$129M - $144M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-438Closed |
$22.5K - $25.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-723Closed |
$37.2K - $41.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-50.4KClosed |
$2.59M - $2.9M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.23KClosed |
$63.1K - $70.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.4KNew |
$739K - $827K
|
14.4K
$846K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$55.9K - $62.6K
|
1.09K
$64K
|
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-443KClosed |
$22.8M - $25.5M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-464Closed |
$23.9K - $26.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187New |
$9.62K - $10.8K
|
187
$11K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$52.7K - $59.1K
|
1.03K
$60.4K
|
|