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 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-11.4KClosed |
$502K - $587K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-192Closed |
$8.48K - $9.93K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
11KNew |
$486K - $569K
|
11K
$648K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-41Closed |
$1.81K - $2.12K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.7KClosed |
$119K - $140K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-64Closed |
$2.83K - $3.31K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-151Closed |
$6.67K - $7.81K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
78K+ 45.14% |
$3.45M - $4.03M
|
251K
$14.8M
|
|
Apr 13, 2021
Q1 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
1.87KNew |
$82.7K - $96.8K
|
1.87K
$110K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-550Closed |
$21.4K - $25.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
576New |
$22.4K - $26.4K
|
576
$33.9K
|
|
Feb 12, 2021
Q4 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.8KClosed |
$1M - $1.18M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-147KClosed |
$5.71M - $6.72M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.11KClosed |
$199K - $234K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-465Closed |
$18.1K - $21.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300Closed |
$11.7K - $13.7K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
SELL
|
- |
-44Closed |
$1.71K - $2.02K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65New |
$2.53K - $2.98K
|
65
$3.83K
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-1.9KClosed |
$74K - $87K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.95KClosed |
$322K - $388K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-704Closed |
$25.3K - $30.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-27- 21.26% |
$972 - $1.17K
|
100
$5.89K
|
|
Nov 13, 2020
Q3 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-400Closed |
$14.4K - $17.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
392New |
$14.1K - $17K
|
392
$23.1K
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.92KClosed |
$285K - $343K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44Closed |
$1.58K - $1.91K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-8.31KClosed |
$299K - $360K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-51Closed |
$1.84K - $2.21K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$55.8K - $67.2K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.2K- 77.17% |
$43.2K - $52K
|
355
$20.9K
|
|
Oct 14, 2020
Q3 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-285Closed |
$10.3K - $12.4K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-250Closed |
$7.5K - $9.82K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-30.5KClosed |
$914K - $1.2M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-31- 30.69% |
$930 - $1.22K
|
70
$4.12K
|
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.4KClosed |
$551K - $722K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200Closed |
$6K - $7.85K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-834KClosed |
$25M - $32.8M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 1.48% |
$3K - $3.93K
|
6.67K
$393K
|
|
Aug 06, 2020
Q2 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-37.9KClosed |
$1.14M - $1.49M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
BUY
|
- |
800+ 160.0% |
$24K - $31.4K
|
1.3K
$76.6K
|
|
Jul 20, 2020
Q2 2020
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.29KClosed |
$279K - $365K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.72KClosed |
$51.7K - $67.6K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 07, 2023
Q1 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
552New |
$13.5K - $27.7K
|
552
$32.5K
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-56.7KClosed |
$1.39M - $2.84M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-14.5KClosed |
$354K - $727K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-21.8KClosed |
$533K - $1.09M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-60Closed |
$1.47K - $3.01K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-200Closed |
$4.88K - $10K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.51KClosed |
$36.8K - $75.5K
|
0
$0
|