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
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 $30K
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 $721K
Feb 14, 2020 Q4 2019
Hazelview Securities Inc.

Toronto, A6
SELL
 -
-10.1K
Closed
$431K - $468K
0 $0
Feb 14, 2020 Q4 2019
Flagship Harbor Advisors, LLC

SELL
 -
-200
Closed
$8.53K - $9.26K
0 $0
Feb 13, 2020 Q4 2019
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-4.86K
Closed
$207K - $225K
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
Weil Company, Inc.

SELL
 -
-918
Closed
$39.1K - $42.5K
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 $3.97M
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 $113K
Oct 23, 2019 Q3 2019
Capital Advisors, Ltd. LLC

SELL
 -
-490
- 20.48%
$19K - $22K
1.9K $116K
Oct 18, 2019 Q3 2019
Farmers & Merchants Investments Inc

BUY
 -
29
+ 14.8%
$1.13K - $1.3K
225 $13.8K
Q2 2019
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
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-22.4K
Closed
$871K - $931K
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
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-10.1K
Closed
$392K - $418K
0 $0
Aug 14, 2019 Q2 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
190
New
$7.38K - $7.89K
190 $11.6K
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
Time Scale Financial, Inc.

BUY
 -
2.39K
New
$92.8K - $99.2K
2.39K $146K
Jul 31, 2019 Q2 2019
Buffington Mohr Mc Neal

SELL
 -
-1.3K
Closed
$50.5K - $54K
0 $0
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
May 15, 2019 Q1 2019
Claybrook Capital, LLC

SELL
 -
-1.7K
Closed
$56K - $66.1K
0 $0
May 15, 2019 Q1 2019
Hbk Investments L P

Dallas, TX
SELL
 -
-13K
- 40.07%
$429K - $506K
19.4K $1.19M
May 07, 2019 Q1 2019
Trustcore Financial Services, LLC

BUY
 -
234
New
$7.73K - $9.12K
234 $14.3K
May 03, 2019 Q1 2019
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-1K
Closed
$33K - $39K
0 $0
Apr 25, 2019 Q1 2019
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
SELL
 -
-24.3K
Closed
$801K - $946K
0 $0
Apr 25, 2019 Q1 2019
Brand Asset Management Group, Inc.

SELL
 -
-378
Closed
$12.5K - $14.7K
0 $0
Q4 2018
Sep 13, 2021 Q4 2018
Sargent Bickham Lagudis LLC

SELL
 -
-221
Closed
$7.05K - $8.84K
0 $0
Feb 15, 2019 Q4 2018
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-1.63K
Closed
$52.1K - $65.3K
0 $0
Feb 15, 2019 Q4 2018
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-998
Closed
$31.9K - $39.9K
0 $0
Feb 14, 2019 Q4 2018
Kempen Capital Management N.V.

Amsterdam, P7
SELL
 -
-527K
Closed
$16.8M - $21.1M
0 $0
Feb 14, 2019 Q4 2018
Avantax Planning Partners, Inc.

SELL
 -
-733
Closed
$23.4K - $29.3K
0 $0
Feb 14, 2019 Q4 2018
Krilogy Financial LLC

SELL
 -
-118
Closed
$3.77K - $4.72K
0 $0
Feb 11, 2019 Q4 2018
Signature Wealth Management Group

SELL
 -
-999
Closed
$31.9K - $40K
0 $0
Feb 11, 2019 Q4 2018
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-6.14K
Closed
$196K - $246K
0 $0

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