Latest Institutional Transactions on Sun Life Financial Inc (SLF)

SLF Quotes by TradingView

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
Jul 26, 2022 Q2 2022
Amf Tjanstepension Ab

SELL
 -
-335K
Closed
$14.9M - $18.7M
0 $0
Jul 25, 2022 Q2 2022
Washington Trust Advisors, Inc.

SELL
 -
-610
- 78.71%
$27.1K - $34.1K
165 $9.45K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-519
Closed
$23K - $29K
0 $0
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
20
New
$887 - $1.12K
20 $1.15K
Jul 19, 2022 Q2 2022
Hennion & Walsh Asset Management, Inc.

SELL
 -
-4.15K
Closed
$184K - $232K
0 $0
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-500
Closed
$22.2K - $27.9K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-559
Closed
$24.8K - $31.2K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Mbb Public Markets I LLC

Chicago, IL
SELL
 -
-6.45K
Closed
$329K - $376K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
48.8K
New
$2.49M - $2.84M
48.8K $2.79M
May 16, 2022 Q1 2022
Schroder Investment Management Group

London, X0
SELL
 -
-86.5K
Closed
$4.41M - $5.04M
0 $0
May 12, 2022 Q1 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
530
New
$27K - $30.9K
530 $30.3K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
262
New
$13.4K - $15.3K
262 $15K
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-1.91K
Closed
$97.2K - $111K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-3.15K
Closed
$161K - $183K
0 $0
May 09, 2022 Q1 2022
Financial Advantage, Inc.

SELL
 -
-366
- 49.93%
$18.7K - $21.3K
367 $21K
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-256
Closed
$13.1K - $14.9K
0 $0
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
119
New
$6.07K - $6.93K
119 $6.81K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
20
New
$1.02K - $1.17K
20 $1.15K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
48
New
$2.45K - $2.8K
48 $2.75K
Apr 21, 2022 Q1 2022
Financial Management Network Inc

SELL
 -
-17.9K
Closed
$913K - $1.04M
0 $0
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-475
Closed
$24.2K - $27.7K
0 $0
Q4 2021
Mar 18, 2022 Q4 2021
Mason & Associates Inc

BUY
 -
22K
New
$1.13M - $1.27M
22K $1.26M
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-17.1K
Closed
$880K - $986K
0 $0
Feb 14, 2022 Q4 2021
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-14.4K
Closed
$741K - $830K
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-175K
Closed
$8.98M - $10.1M
0 $0
Feb 14, 2022 Q4 2021
Verition Fund Management LLC

Greenwich, CT
SELL
 CALL
-2.5M
Closed
$129M - $144M
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-438
Closed
$22.5K - $25.2K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1.23K
Closed
$63.1K - $70.7K
0 $0
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-723
Closed
$37.2K - $41.7K
0 $0
Feb 11, 2022 Q4 2021
Cibc World Markets Corp

New York, NY
SELL
 -
-50.4K
Closed
$2.59M - $2.9M
0 $0
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
14.4K
New
$739K - $827K
14.4K $822K
Feb 09, 2022 Q4 2021
Lincluden Management LTD

Mississauga, A6
SELL
 -
-443K
Closed
$22.8M - $25.5M
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
1.09K
New
$55.9K - $62.6K
1.09K $62.2K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-464
Closed
$23.9K - $26.7K
0 $0
Jan 26, 2022 Q4 2021
Blue Bell Private Wealth Management, LLC

BUY
 -
187
New
$9.62K - $10.8K
187 $10.7K
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

BUY
 -
1.03K
New
$52.7K - $59.1K
1.03K $58.7K
Q3 2021
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-29
Closed
$1.43K - $1.55K
0 $0
Aug 11, 2022 Q3 2021
Philo Smith Capital Corp

Stamford, CT
BUY
 -
300
New
$14.8K - $16K
300 $17.2K
Nov 15, 2021 Q3 2021
Caas Capital Management LP

New York, NY
SELL
 PUT
-245K
Closed
$12.1M - $13.1M
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-829
Closed
$40.8K - $44.2K
0 $0
Nov 15, 2021 Q3 2021
Premier Asset Management LLC

Chicago, IL
SELL
 -
-9.9K
Closed
$488K - $528K
0 $0
Nov 15, 2021 Q3 2021
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-39.2K
Closed
$1.93M - $2.09M
0 $0
Nov 15, 2021 Q3 2021
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-9.25K
Closed
$456K - $493K
0 $0
Nov 15, 2021 Q3 2021
Strategic Global Advisors, LLC

Newport Beach, CA
SELL
 -
-32.4K
Closed
$1.59M - $1.73M
0 $0
Nov 15, 2021 Q3 2021
Ethic Inc.

New York, NY
SELL
 -
-8.34K
Closed
$410K - $444K
0 $0
Nov 15, 2021 Q3 2021
Centiva Capital, LP

New York, NY
SELL
 -
-5.85K
Closed
$288K - $312K
0 $0
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-200
Closed
$9.85K - $10.7K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
697
New
$34.3K - $37.1K
697 $39.9K
Nov 12, 2021 Q3 2021
Bank Of Nova Scotia

BUY
 PUT
2.5M
New
$123M - $133M
2.5M $143M

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