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
May 14, 2020 Q1 2020
Laurion Capital Management LP

New York, NY
SELL
 -
-21.8K
Closed
$533K - $1.09M
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-60
Closed
$1.47K - $3.01K
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 $64.7K
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 27, 2020 Q1 2020
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
275
New
$6.72K - $13.8K
275 $17.8K
Apr 24, 2020 Q1 2020
Mufg Americas Holdings Corp

SELL
 -
-330
Closed
$8.06K - $16.5K
0 $0
Apr 23, 2020 Q1 2020
Atticus Wealth Management, LLC

BUY
 -
491
New
$12K - $24.6K
491 $31.7K
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-190
Closed
$4.64K - $9.52K
0 $0
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 $762K
Feb 14, 2020 Q4 2019
Flagship Harbor Advisors, LLC

SELL
 -
-200
Closed
$8.53K - $9.26K
0 $0
Feb 14, 2020 Q4 2019
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
148
New
$6.31K - $6.85K
148 $9.57K
Feb 14, 2020 Q4 2019
Hazelview Securities Inc.

Toronto, A6
SELL
 -
-10.1K
Closed
$431K - $468K
0 $0
Feb 13, 2020 Q4 2019
Weil Company, Inc.

SELL
 -
-918
Closed
$39.1K - $42.5K
0 $0
Feb 13, 2020 Q4 2019
Lake Point Wealth Management

SELL
 -
-1.42K
Closed
$60.5K - $65.7K
0 $0
Feb 13, 2020 Q4 2019
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-4.86K
Closed
$207K - $225K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-1.55K
Closed
$66.1K - $71.8K
0 $0
Q3 2019
Jan 08, 2024 Q3 2019
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-33.5K
Closed
$1.3M - $1.5M
0 $0
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-1.34K
Closed
$52.1K - $60.2K
0 $0
Nov 13, 2019 Q3 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-270
Closed
$10.5K - $12.1K
0 $0
Nov 12, 2019 Q3 2019
Omers Administration Corp

Toronto, A6
SELL
 -
-285K
Closed
$11.1M - $12.8M
0 $0
Nov 12, 2019 Q3 2019
Credit Suisse Ag

Zurich, V8
BUY
 CALL
65K
New
$2.52M - $2.91M
65K $4.2M
Nov 08, 2019 Q3 2019
Meridian Wealth Management, LLC

SELL
 -
-3.96K
Closed
$154K - $177K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

SELL
 -
-302
- 14.03%
$11.7K - $13.5K
1.85K $120K
Oct 23, 2019 Q3 2019
Capital Advisors, Ltd. LLC

SELL
 -
-490
- 20.48%
$19K - $22K
1.9K $123K
Oct 18, 2019 Q3 2019
Farmers & Merchants Investments Inc

BUY
 -
29
+ 14.8%
$1.13K - $1.3K
225 $14.5K
Q2 2019
Aug 14, 2019 Q2 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
190
New
$7.38K - $7.89K
190 $12.3K
Aug 14, 2019 Q2 2019
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-10.1K
Closed
$392K - $418K
0 $0
Aug 14, 2019 Q2 2019
Inscription Capital, LLC

Houston, TX
SELL
 -
-1.5K
Closed
$58.3K - $62.3K
0 $0
Aug 14, 2019 Q2 2019
Element Capital Management LLC

New York, NY
SELL
 -
-26.8K
Closed
$1.04M - $1.11M
0 $0
Aug 14, 2019 Q2 2019
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-22.4K
Closed
$871K - $931K
0 $0
Aug 13, 2019 Q2 2019
Bremer Bank National Association

SELL
 -
-829
Closed
$32.2K - $34.4K
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-456
Closed
$17.7K - $18.9K
0 $0
Aug 07, 2019 Q2 2019
Tcw Group Inc

SELL
 -
-15.2K
Closed
$591K - $631K
0 $0
Aug 05, 2019 Q2 2019
Simon Quick Advisors, LLC

SELL
 -
-400
Closed
$15.5K - $16.6K
0 $0
Aug 01, 2019 Q2 2019
Fin Trust Capital Advisors, LLC

SELL
 -
-255
Closed
$9.91K - $10.6K
0 $0
Jul 31, 2019 Q2 2019
Buffington Mohr Mc Neal

SELL
 -
-1.3K
Closed
$50.5K - $54K
0 $0
Jul 31, 2019 Q2 2019
Time Scale Financial, Inc.

BUY
 -
2.39K
New
$92.8K - $99.2K
2.39K $154K
Jul 15, 2019 Q2 2019
First Hawaiian Bank

SELL
 -
-49
Closed
$1.9K - $2.03K
0 $0
Jul 11, 2019 Q2 2019
Norway Savings Bank

SELL
 -
-400
Closed
$15.5K - $16.6K
0 $0
Q1 2019
Aug 16, 2019 Q1 2019
Prestige Wealth Management Group LLC

SELL
 -
-33
Closed
$1.09K - $1.29K
0 $0
May 16, 2019 Q1 2019
Wealthpoint, LLC

SELL
 -
-206
Closed
$6.8K - $8.03K
0 $0

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