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 09, 2021 Q4 2020
Nicola Wealth Management Ltd.

Vancouver, A1
SELL
 -
-147K
Closed
$5.71M - $6.72M
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-465
Closed
$18.1K - $21.3K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-300
Closed
$11.7K - $13.7K
0 $0
Jan 27, 2021 Q4 2020
Crewe Advisors LLC

SELL
 -
-44
Closed
$1.71K - $2.02K
0 $0
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
65
New
$2.53K - $2.98K
65 $3.72K
Jan 12, 2021 Q4 2020
Cx Institutional

SELL
 -
-1.9K
Closed
$74K - $87K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Intrua Financial, LLC

Houston, TX
SELL
 -
-8.95K
Closed
$322K - $388K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-704
Closed
$25.3K - $30.5K
0 $0
Nov 13, 2020 Q3 2020
Mondrian Investment Partners LTD

London, X0
SELL
 -
-400
Closed
$14.4K - $17.3K
0 $0
Nov 13, 2020 Q3 2020
Evoke Wealth, LLC

SELL
 -
-27
- 21.26%
$972 - $1.17K
100 $5.73K
Nov 10, 2020 Q3 2020
Fort Washington Investment Advisors Inc

SELL
 -
-7.92K
Closed
$285K - $343K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-44
Closed
$1.58K - $1.91K
0 $0
Nov 04, 2020 Q3 2020
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-8.31K
Closed
$299K - $360K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-51
Closed
$1.84K - $2.21K
0 $0
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-1.55K
Closed
$55.8K - $67.2K
0 $0
Oct 14, 2020 Q3 2020
Westside Investment Management, Inc.

SELL
 -
-1.2K
- 77.17%
$43.2K - $52K
355 $20.3K
Oct 14, 2020 Q3 2020
Tfo Tdc, LLC

SELL
 -
-285
Closed
$10.3K - $12.4K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-250
Closed
$7.5K - $9.82K
0 $0
Aug 13, 2020 Q2 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-18.4K
Closed
$551K - $722K
0 $0
Aug 13, 2020 Q2 2020
Earnest Partners LLC

Atlanta, GA
SELL
 -
-31
- 30.69%
$930 - $1.22K
70 $4.01K
Aug 13, 2020 Q2 2020
Nordea Investment Management Ab

Stockholm, V7
SELL
 -
-30.5K
Closed
$914K - $1.2M
0 $0
Aug 11, 2020 Q2 2020
Arcadia Investment Management Corp

SELL
 -
-200
Closed
$6K - $7.85K
0 $0
Aug 11, 2020 Q2 2020
National Pension Service

Jeonju Si, Jeollabuk Do, M5
SELL
 -
-834K
Closed
$25M - $32.8M
0 $0
Aug 10, 2020 Q2 2020
Parsons Capital Management Inc

SELL
 -
-100
- 1.48%
$3K - $3.93K
6.67K $382K
Aug 06, 2020 Q2 2020
Aegon Asset Management Uk PLC

SELL
 -
-37.9K
Closed
$1.14M - $1.49M
0 $0
Jul 22, 2020 Q2 2020
Cutler Group LP

BUY
 -
800
+ 160.0%
$24K - $31.4K
1.3K $74.4K
Jul 20, 2020 Q2 2020
Symmetry Partners, LLC

SELL
 -
-9.29K
Closed
$279K - $365K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-1.72K
Closed
$51.7K - $67.6K
0 $0
Q1 2020
Nov 07, 2023 Q1 2020
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
552
New
$13.5K - $27.7K
552 $31.6K
May 15, 2020 Q1 2020
Jefferies Group LLC

New York, NY
SELL
 -
-56.7K
Closed
$1.39M - $2.84M
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-60
Closed
$1.47K - $3.01K
0 $0
May 14, 2020 Q1 2020
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-14.5K
Closed
$354K - $727K
0 $0
May 14, 2020 Q1 2020
Laurion Capital Management LP

New York, NY
SELL
 -
-21.8K
Closed
$533K - $1.09M
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-200
Closed
$4.88K - $10K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.51K
Closed
$36.8K - $75.5K
0 $0
May 12, 2020 Q1 2020
Thompson Siegel & Walmsley LLC

SELL
 -
-1.07K
Closed
$26.1K - $53.5K
0 $0
May 08, 2020 Q1 2020
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-7.33K
Closed
$179K - $367K
0 $0
May 07, 2020 Q1 2020
Cutler Group LP

BUY
 PUT
1K
New
$24.4K - $50.1K
1K $57.3K
May 01, 2020 Q1 2020
Sandy Spring Bank

SELL
 -
-232
Closed
$5.67K - $11.6K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-1.48K
Closed
$36.1K - $74.1K
0 $0
Apr 29, 2020 Q1 2020
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-6.34K
Closed
$155K - $318K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-79
Closed
$1.93K - $3.96K
0 $0
Apr 27, 2020 Q1 2020
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
275
New
$6.72K - $13.8K
275 $15.7K
Apr 24, 2020 Q1 2020
Mufg Americas Holdings Corp

SELL
 -
-330
Closed
$8.06K - $16.5K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-190
Closed
$4.64K - $9.52K
0 $0
Apr 23, 2020 Q1 2020
Atticus Wealth Management, LLC

BUY
 -
491
New
$12K - $24.6K
491 $28.1K
Apr 21, 2020 Q1 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-500
Closed
$12.2K - $25.1K
0 $0
Apr 20, 2020 Q1 2020
True Private Wealth Advisors

SELL
 -
-1.94K
Closed
$47.5K - $97.5K
0 $0
Q4 2019
Dec 13, 2024 Q4 2019
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
11.8K
New
$502K - $546K
11.8K $675K

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