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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
19.4K+ 167.76% |
$1.05M - $1.15M
|
30.9K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
421+ 1.59% |
$22.8K - $24.9K
|
27K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
42.6K+ 10.59% |
$2.3M - $2.52M
|
444K
$29M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-9.85K- 11.31% |
$532K - $583K
|
77.2K
$5.03M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
375K+ 2.38% |
$20.3M - $22.2M
|
16.1M
$1.05B
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.31K+ 1.66% |
$70.7K - $77.4K
|
80K
$5.22M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.21% |
$919 - $1.01K
|
8.09K
$527K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
385+ 164.53% |
$20.8K - $22.8K
|
619
$40.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.6K- 47.5% |
$2.41M - $2.64M
|
49.3K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.19KNew |
$442K - $484K
|
8.19K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-87- 2.21% |
$4.7K - $5.15K
|
3.85K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
40.6K+ 4.98% |
$2.19M - $2.4M
|
855K
$55.7M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-846K- 6.53% |
$45.7M - $50M
|
12.1M
$789M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-302- 0.84% |
$16.3K - $17.9K
|
35.8K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-1- 0.02% |
$54.1 - $59.2
|
4.6K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-96- 0.11% |
$5.19K - $5.68K
|
87.1K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
2.54K+ 4.21% |
$137K - $150K
|
62.9K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-353- 2.93% |
$19.1K - $20.9K
|
11.7K
$763K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 21.59% |
$603K - $661K
|
62.9K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144+ 2.95% |
$7.78K - $8.52K
|
5.03K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-52- 0.88% |
$2.81K - $3.08K
|
5.87K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-78- 15.69% |
$4.22K - $4.62K
|
419
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.62K- 2.03% |
$358K - $392K
|
319K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40- 0.7% |
$2.16K - $2.37K
|
5.67K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 41.29% |
$193K - $211K
|
5.07K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
17.8K+ 12.95% |
$962K - $1.05M
|
155K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 2.63% |
$5.41K - $5.92K
|
3.91K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
360K+ 94.4% |
$19.4M - $21.3M
|
740K
$48.3M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
181+ 4.36% |
$9.78K - $10.7K
|
4.33K
$282K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
816+ 14.47% |
$44.1K - $48.3K
|
6.46K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 290.0% |
$4.7K - $5.15K
|
117
$7.62K
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
342K+ 3230.65% |
$18.5M - $20.2M
|
352K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
22.1K+ 46.2% |
$1.2M - $1.31M
|
70K
$4.56M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-75- 0.63% |
$4.05K - $4.44K
|
11.9K
$775K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.6KNew |
$249K - $272K
|
4.6K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.16% |
$432 - $474
|
5.02K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
205New |
$11.1K - $12.1K
|
205
$13.4K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.68K+ 41.53% |
$199K - $218K
|
12.5K
$817K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
6.89KNew |
$372K - $408K
|
6.89K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
145+ 0.54% |
$7.84K - $8.58K
|
26.9K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.41% |
$54.1 - $59.2
|
242
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-42- 0.14% |
$2.27K - $2.49K
|
29.8K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.7K+ 1.02% |
$576K - $631K
|
1.06M
$69.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.3% |
$270 - $296
|
379
$24.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 7.79% |
$1.73K - $1.89K
|
443
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 4.28% |
$55.2K - $60.5K
|
24.9K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-67- 5.11% |
$3.62K - $3.97K
|
1.24K
$81.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 140.78% |
$596K - $653K
|
18.9K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
136+ 1.31% |
$7.35K - $8.05K
|
10.5K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 53.23% |
$12.5K - $13.7K
|
665
$43.3K
|