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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
692+ 66.41% |
$36.9K - $46K
|
1.73K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.7KNew |
$840K - $1.05M
|
15.7K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-141K- 17.54% |
$7.51M - $9.34M
|
661K
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-202K- 1.96% |
$10.8M - $13.5M
|
10.1M
$620M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.83K+ 7.94% |
$204K - $254K
|
52K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-147- 1.4% |
$7.85K - $9.77K
|
10.4K
$633K
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-284K- 5.8% |
$15.1M - $18.8M
|
4.6M
$281M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34.4K- 2.69% |
$1.84M - $2.28M
|
1.24M
$76M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25- 1.2% |
$1.33K - $1.66K
|
2.06K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.95K- 4.8% |
$264K - $329K
|
98.1K
$6M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-293- 0.7% |
$15.6K - $19.5K
|
41.8K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.38K+ 10.91% |
$287K - $357K
|
54.6K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
803+ 14.72% |
$42.9K - $53.4K
|
6.26K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
154K+ 15.17% |
$8.25M - $10.3M
|
1.17M
$71.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.32MNew |
$70.6M - $87.9M
|
1.32M
$80.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98- 2.88% |
$5.23K - $6.51K
|
3.31K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.15KNew |
$168K - $209K
|
3.15K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$170K - $212K
|
3.19K
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
160+ 40.92% |
$8.54K - $10.6K
|
551
$33.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.8K+ 3.71% |
$574K - $715K
|
301K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
28.1K+ 15.53% |
$1.5M - $1.87M
|
209K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3K+ 0.95% |
$160K - $199K
|
318K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-65.7K- 8.92% |
$3.51M - $4.36M
|
670K
$41M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 3.21% |
$58K - $72.2K
|
34.9K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.5KNew |
$187K - $233K
|
3.5K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-3.29K- 0.81% |
$176K - $218K
|
401K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
16.2K+ 14.17% |
$864K - $1.08M
|
130K
$7.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
52+ 0.89% |
$2.78K - $3.46K
|
5.92K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
265+ 2.42% |
$14.1K - $17.6K
|
11.2K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.82K - $2.26K
|
34
$2.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-364K- 9.45% |
$19.4M - $24.2M
|
3.49M
$213M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
799K+ 1441.56% |
$42.7M - $53.1M
|
855K
$52.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 6545.29% |
$594K - $739K
|
11.3K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
264+ 0.02% |
$14.1K - $17.5K
|
1.62M
$98.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
919New |
$49.1K - $61.1K
|
919
$56.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.41K- 9.8% |
$75.1K - $93.5K
|
13K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.8K+ 114.23% |
$309K - $385K
|
10.9K
$665K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.31KNew |
$177K - $220K
|
3.31K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 11.12% |
$915K - $1.14M
|
171K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
62.5KNew |
$3.34M - $4.15M
|
62.5K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46- 0.25% |
$2.46K - $3.06K
|
18.7K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
103K+ 59.18% |
$5.5M - $6.85M
|
277K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 21.48% |
$1.55K - $1.93K
|
164
$10K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.12KNew |
$167K - $208K
|
3.12K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127K+ 7.23% |
$6.78M - $8.44M
|
1.88M
$115M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
827K+ 3.36% |
$44.2M - $55M
|
25.4M
$1.55B
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.45% |
$1.12K - $1.4K
|
4.62K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.06KNew |
$217K - $270K
|
4.06K
$248K
|