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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.24% |
$2.81K - $3.08K
|
21.9K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.85K- 22.73% |
$100K - $110K
|
6.3K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$1.35K - $1.48K
|
25
$1.63K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.4K+ 6.23% |
$669K - $733K
|
211K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
428+ 11.51% |
$23.1K - $25.3K
|
4.15K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.9K+ 12.27% |
$157K - $172K
|
26.5K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 1.89% |
$78.5K - $85.9K
|
75.3K
$4.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.1K- 61.94% |
$384K - $420K
|
4.37K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
148+ 0.32% |
$8K - $8.76K
|
45.9K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
316+ 1.2% |
$17.1K - $18.7K
|
26.7K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
251+ 5.78% |
$13.6K - $14.9K
|
4.59K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.55K+ 3.95% |
$83.6K - $91.6K
|
40.7K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-100- 1.08% |
$5.41K - $5.92K
|
9.19K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 1.37% |
$79.9K - $87.5K
|
107K
$6.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
49.4K+ 236.9% |
$2.67M - $2.93M
|
70.3K
$4.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8- 0.04% |
$432 - $474
|
18.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.02M+ 1002.87% |
$55.1M - $60.3M
|
1.12M
$73M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.39% |
$2.38K - $2.6K
|
11.3K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
761+ 13.79% |
$41.1K - $45K
|
6.28K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.46% |
$2.49K - $2.72K
|
986
$64.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 2.25% |
$16.1K - $17.6K
|
12.9K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-602K- 31.51% |
$32.5M - $35.6M
|
1.31M
$85.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
15+ 0.4% |
$811 - $888
|
3.74K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
760+ 3.98% |
$41.1K - $45K
|
19.8K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 7.61% |
$13.1K - $14.4K
|
3.44K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.62% |
$2.05K - $2.25K
|
6.12K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.4K- 7.2% |
$886K - $971K
|
211K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
559+ 13.61% |
$30.2K - $33.1K
|
4.67K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 39.44% |
$162K - $178K
|
10.6K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$270 - $296
|
5
$326
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
985+ 0.86% |
$53.2K - $58.3K
|
116K
$7.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
590+ 17.15% |
$31.9K - $34.9K
|
4.03K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-185- 14.78% |
$10K - $11K
|
1.07K
$69.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.65K+ 19.18% |
$88.9K - $97.4K
|
10.2K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
180+ 1.69% |
$9.73K - $10.7K
|
10.8K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-9.5K- 22.56% |
$513K - $562K
|
32.6K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-37.5K- 57.63% |
$2.03M - $2.22M
|
27.6K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.9KNew |
$103K - $112K
|
1.9K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
252+ 2.42% |
$13.6K - $14.9K
|
10.6K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 2.99% |
$71.8K - $78.7K
|
43.1K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 7.11% |
$1.46K - $1.6K
|
353
$23K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
13New |
$703 - $769
|
13
$847
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1K- 50.0% |
$54.1K - $59.2K
|
1K
$65.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
5.79K+ 0.51% |
$313K - $342K
|
1.13M
$73.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 30.54% |
$6.7K - $7.34K
|
282
$18.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-73- 2.38% |
$3.95K - $4.32K
|
2.99K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-32.4K- 98.25% |
$1.75M - $1.92M
|
576
$37.5K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-573- 9.95% |
$31K - $33.9K
|
5.18K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
107K+ 44.23% |
$5.79M - $6.34M
|
349K
$22.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15New |
$811 - $888
|
15
$978
|