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
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
Phoenix Wealth Advisors

SELL
 -
-438
Closed
$22.5K - $25.2K
0 $0
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
14.4K
New
$739K - $827K
14.4K $928K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
1.09K
New
$55.9K - $62.6K
1.09K $70.2K
Feb 09, 2022 Q4 2021
Lincluden Management LTD

Mississauga, A6
SELL
 -
-443K
Closed
$22.8M - $25.5M
0 $0
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 $12.1K
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

BUY
 -
1.03K
New
$52.7K - $59.1K
1.03K $66.3K
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 $19.4K
Nov 15, 2021 Q3 2021
Centiva Capital, LP

New York, NY
SELL
 -
-5.85K
Closed
$288K - $312K
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
Strategic Global Advisors, LLC

Newport Beach, CA
SELL
 -
-32.4K
Closed
$1.59M - $1.73M
0 $0
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
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-9.25K
Closed
$456K - $493K
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
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-39.2K
Closed
$1.93M - $2.09M
0 $0
Nov 12, 2021 Q3 2021
Bank Of Nova Scotia

BUY
 PUT
2.5M
New
$123M - $133M
2.5M $162M
Nov 12, 2021 Q3 2021
Wolverine Trading, LLC

Chicago, IL
BUY
 -
8.61K
New
$424K - $459K
8.61K $557K
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
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
242
New
$11.9K - $12.9K
242 $15.6K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
697
New
$34.3K - $37.1K
697 $45.1K
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-700
Closed
$34.5K - $37.3K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
3.42K
New
$169K - $182K
3.42K $221K
Oct 21, 2021 Q3 2021
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-26.7K
Closed
$1.31M - $1.42M
0 $0
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-29
Closed
$1.43K - $1.55K
0 $0
Oct 08, 2021 Q3 2021
Engrave Wealth Partners LLC

SELL
 -
-4.5K
- 29.96%
$222K - $240K
10.5K $680K
Q2 2021
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-159
- 1.68%
$7.96K - $8.7K
9.28K $600K
Aug 16, 2021 Q2 2021
Athanor Capital, LP

New York, NY
SELL
 -
-56.2K
Closed
$2.81M - $3.08M
0 $0
Aug 16, 2021 Q2 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-3K
Closed
$150K - $164K
0 $0
Aug 16, 2021 Q2 2021
Cinctive Capital Management LP

New York, NY
SELL
 -
-58.7K
Closed
$2.94M - $3.21M
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
3
New
$150 - $164
3 $194
Aug 12, 2021 Q2 2021
Stokes Family Office, LLC

SELL
 -
-4K
Closed
$200K - $219K
0 $0
Aug 10, 2021 Q2 2021
Resources Management Corp

West Hartford, CT
SELL
 -
-89
Closed
$4.45K - $4.87K
0 $0
Aug 10, 2021 Q2 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-415
Closed
$20.8K - $22.7K
0 $0
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-90
Closed
$4.5K - $4.92K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-64
Closed
$3.2K - $3.5K
0 $0
Aug 05, 2021 Q2 2021
F Dx Advisors, Inc.

SELL
 -
-8.51K
Closed
$426K - $466K
0 $0
Aug 05, 2021 Q2 2021
Bnp Paribas Asset Management Holding S.A.

SELL
 -
-4.64K
Closed
$232K - $254K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.02K
Closed
$51.3K - $56K
0 $0
Aug 04, 2021 Q2 2021
Moody Aldrich Partners LLC

SELL
 -
-15.4K
Closed
$771K - $843K
0 $0
Aug 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.05K
New
$52.5K - $57.4K
1.05K $67.8K
Aug 03, 2021 Q2 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 02, 2021 Q2 2021
Hills Bank & Trust CO

SELL
 -
-14K
Closed
$701K - $766K
0 $0
Jul 26, 2021 Q2 2021
Private Capital Group, LLC

SELL
 -
-523
Closed
$26.2K - $28.6K
0 $0
Q1 2021
Nov 09, 2023 Q1 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-638
- 61.35%
$28.2K - $33K
402 $26K
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-1.92K
Closed
$84.9K - $99.4K
0 $0
May 18, 2021 Q1 2021
Defined Wealth Management, LLC

SELL
 -
-1.94K
Closed
$85.9K - $101K
0 $0

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