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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.14% |
$166 - $188
|
2.19K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
674+ 3.19% |
$37.4K - $42.3K
|
21.8K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-820- 2.93% |
$45.5K - $51.4K
|
27.2K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.15KNew |
$230K - $260K
|
4.15K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.18% |
$277 - $313
|
2.75K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
275New |
$15.2K - $17.2K
|
275
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.8K+ 18.68% |
$984K - $1.11M
|
113K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.29M+ 2071.42% |
$71.4M - $80.8M
|
1.35M
$77.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-517- 1.25% |
$28.7K - $32.4K
|
40.8K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-236K- 4.04% |
$13.1M - $14.8M
|
5.6M
$321M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
813K+ 30.61% |
$45M - $50.9M
|
3.47M
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-697- 2.74% |
$38.6K - $43.7K
|
24.7K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-508K- 41.14% |
$28.1M - $31.8M
|
726K
$41.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
163KNew |
$9.03M - $10.2M
|
163K
$9.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
99.7K+ 16.92% |
$5.53M - $6.25M
|
689K
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
28.7KNew |
$1.59M - $1.8M
|
28.7K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
117K+ 2365.9% |
$6.46M - $7.31M
|
122K
$6.96M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
18.1K+ 12.04% |
$1M - $1.13M
|
168K
$9.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.43K+ 14.93% |
$135K - $152K
|
18.7K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.2K- 8.19% |
$344K - $389K
|
69.5K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 120.81% |
$2.85M - $3.22M
|
93.9K
$5.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198K+ 0.82% |
$11M - $12.4M
|
24.2M
$1.39B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
56.7KNew |
$3.14M - $3.55M
|
56.7K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-9.2K- 0.06% |
$510K - $577K
|
15.7M
$900M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
325+ 4.15% |
$18K - $20.4K
|
8.15K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
367K+ 71.48% |
$20.3M - $23M
|
879K
$50.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-6.35K- 36.38% |
$352K - $398K
|
11.1K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.43M+ 295.48% |
$79.1M - $89.5M
|
1.91M
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.38K+ 3.35% |
$187K - $212K
|
104K
$5.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.21K+ 19.59% |
$178K - $201K
|
19.6K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.7KNew |
$1.09M - $1.23M
|
19.7K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.69K+ 10.84% |
$260K - $294K
|
47.9K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.87K+ 149.12% |
$326K - $368K
|
9.81K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
779New |
$43.2K - $48.8K
|
779
$44.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-702- 1.17% |
$38.9K - $44K
|
59.4K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.04% |
$443 - $502
|
18.2K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
200+ 0.71% |
$11.1K - $12.5K
|
28.4K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
971+ 1.25% |
$53.8K - $60.9K
|
78.7K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-72.3K- 4.13% |
$4.01M - $4.53M
|
1.68M
$96M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-35.2K- 0.75% |
$1.95M - $2.2M
|
4.63M
$265M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.56K+ 6.89% |
$86.4K - $97.7K
|
24.2K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
404+ 1.04% |
$22.4K - $25.3K
|
39.2K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.56% |
$78K - $88.3K
|
26.7K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.92KNew |
$328K - $371K
|
5.92K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.6K- 45.59% |
$975K - $1.1M
|
21K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-374- 1.08% |
$20.7K - $23.4K
|
34.1K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
70+ 1.28% |
$3.88K - $4.39K
|
5.52K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 8.97% |
$23.9K - $27.1K
|
4.38K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
4.64K+ 8.32% |
$257K - $291K
|
60.4K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.8K+ 94.75% |
$543K - $614K
|
20.1K
$1.15M
|