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 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-78- 15.69% |
$4.22K - $4.62K
|
419
$26.1K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.62K- 2.03% |
$358K - $392K
|
319K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40- 0.7% |
$2.16K - $2.37K
|
5.67K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 41.29% |
$193K - $211K
|
5.07K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
17.8K+ 12.95% |
$962K - $1.05M
|
155K
$9.66M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
181+ 4.36% |
$9.78K - $10.7K
|
4.33K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 2.63% |
$5.41K - $5.92K
|
3.91K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
360K+ 94.4% |
$19.4M - $21.3M
|
740K
$46.1M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
816+ 14.47% |
$44.1K - $48.3K
|
6.46K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 290.0% |
$4.7K - $5.15K
|
117
$7.28K
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
342K+ 3230.65% |
$18.5M - $20.2M
|
352K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
22.1K+ 46.2% |
$1.2M - $1.31M
|
70K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-75- 0.63% |
$4.05K - $4.44K
|
11.9K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.6KNew |
$249K - $272K
|
4.6K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.16% |
$432 - $474
|
5.02K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
205New |
$11.1K - $12.1K
|
205
$12.8K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.68K+ 41.53% |
$199K - $218K
|
12.5K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
6.89KNew |
$372K - $408K
|
6.89K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.41% |
$54.1 - $59.2
|
242
$15.1K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-42- 0.14% |
$2.27K - $2.49K
|
29.8K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.7K+ 1.02% |
$576K - $631K
|
1.06M
$66M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.3% |
$270 - $296
|
379
$23.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 7.79% |
$1.73K - $1.89K
|
443
$27.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 4.28% |
$55.2K - $60.5K
|
24.9K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-67- 5.11% |
$3.62K - $3.97K
|
1.24K
$77.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 53.23% |
$12.5K - $13.7K
|
665
$41.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.24% |
$2.81K - $3.08K
|
21.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.85K- 22.73% |
$100K - $110K
|
6.3K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$1.35K - $1.48K
|
25
$1.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.4K+ 6.23% |
$669K - $733K
|
211K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
136+ 1.31% |
$7.35K - $8.05K
|
10.5K
$654K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
428+ 11.51% |
$23.1K - $25.3K
|
4.15K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.9K+ 12.27% |
$157K - $172K
|
26.5K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 1.89% |
$78.5K - $85.9K
|
75.3K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.1K- 61.94% |
$384K - $420K
|
4.37K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
148+ 0.32% |
$8K - $8.76K
|
45.9K
$2.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
316+ 1.2% |
$17.1K - $18.7K
|
26.7K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
251+ 5.78% |
$13.6K - $14.9K
|
4.59K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-100- 1.08% |
$5.41K - $5.92K
|
9.19K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 1.37% |
$79.9K - $87.5K
|
107K
$6.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
49.4K+ 236.9% |
$2.67M - $2.93M
|
70.3K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8- 0.04% |
$432 - $474
|
18.2K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.39% |
$2.38K - $2.6K
|
11.3K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
761+ 13.79% |
$41.1K - $45K
|
6.28K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.46% |
$2.49K - $2.72K
|
986
$61.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 2.25% |
$16.1K - $17.6K
|
12.9K
$802K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-602K- 31.51% |
$32.5M - $35.6M
|
1.31M
$81.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
760+ 3.98% |
$41.1K - $45K
|
19.8K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 7.61% |
$13.1K - $14.4K
|
3.44K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-185- 14.78% |
$10K - $11K
|
1.07K
$66.4K
|