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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.19K+ 43.49% |
$170K - $212K
|
10.5K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
554+ 1.04% |
$29.6K - $36.8K
|
53.8K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-622K- 33.73% |
$33.2M - $41.3M
|
1.22M
$74.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.36K+ 6.58% |
$126K - $157K
|
38.2K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.79KNew |
$256K - $319K
|
4.79K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-14.3K- 22.68% |
$762K - $948K
|
48.7K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.11K+ 24.16% |
$59.2K - $73.7K
|
5.7K
$348K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
223+ 62.82% |
$11.9K - $14.8K
|
578
$35.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-492K- 4.36% |
$26.3M - $32.7M
|
10.8M
$660M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-1.6K- 0.24% |
$85.4K - $106K
|
663K
$40.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 0.51% |
$747 - $930
|
2.75K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 953.85% |
$6.62K - $8.24K
|
137
$8.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.45KNew |
$184K - $229K
|
3.45K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.41KNew |
$182K - $227K
|
3.41K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.45K+ 347.02% |
$77.6K - $96.6K
|
1.87K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
125New |
$6.67K - $8.31K
|
125
$7.64K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.36KNew |
$179K - $223K
|
3.36K
$206K
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-1.22K- 0.79% |
$65.3K - $81.3K
|
154K
$9.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.2K+ 18.74% |
$703K - $875K
|
83.5K
$5.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-2.37K- 3.07% |
$126K - $157K
|
74.8K
$4.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 11.95% |
$140K - $174K
|
24.5K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
SELL
|
- |
-134K- 10.09% |
$7.16M - $8.91M
|
1.19M
$73.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
61+ 0.89% |
$3.26K - $4.05K
|
6.95K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.61KNew |
$193K - $240K
|
3.61K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 7.83% |
$53.9K - $67K
|
11.9K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
268New |
$14.3K - $17.8K
|
268
$16.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.71K+ 21.59% |
$145K - $180K
|
15.2K
$932K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.7K- 1.01% |
$569K - $709K
|
1.05M
$64.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.37K- 13.03% |
$233K - $290K
|
29.2K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-708- 2.01% |
$37.8K - $47K
|
34.5K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
366+ 1.37% |
$19.5K - $24.3K
|
27.1K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
349+ 0.3% |
$18.6K - $23.2K
|
116K
$7.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
74+ 4.44% |
$3.95K - $4.92K
|
1.74K
$106K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.48K+ 28.21% |
$79K - $98.3K
|
6.72K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.5KNew |
$559K - $695K
|
10.5K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-304K- 1.89% |
$16.2M - $20.2M
|
15.8M
$966M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-587- 66.78% |
$31.3K - $39K
|
292
$17.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-23- 0.48% |
$1.23K - $1.53K
|
4.78K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-207- 6.25% |
$11.1K - $13.8K
|
3.1K
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-201K- 27.16% |
$10.7M - $13.4M
|
539K
$33M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.23K+ 20.75% |
$279K - $348K
|
30.4K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.75K- 2.32% |
$93.2K - $116K
|
73.6K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.12KNew |
$167K - $207K
|
3.12K
$191K
|
|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
16.2K+ 4.61% |
$866K - $1.08M
|
368K
$22.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-64- 0.54% |
$3.42K - $4.25K
|
11.8K
$723K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$107 - $133
|
14.3K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 3.16% |
$3.52K - $4.39K
|
2.02K
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$267 - $332
|
991
$60.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 6.7% |
$56.9K - $70.8K
|
14.8K
$907K
|