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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
19+ 0.02% |
$1.05K - $1.19K
|
115K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$55.4 - $62.7
|
391
$21.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 2.14% |
$10K - $11.3K
|
8.64K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.74% |
$1.94K - $2.19K
|
4.77K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-318K- 20.17% |
$17.6M - $19.9M
|
1.26M
$68.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-167- 4.43% |
$9.26K - $10.5K
|
3.6K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7- 0.34% |
$388 - $439
|
2.08K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-26.8K- 16.32% |
$1.49M - $1.68M
|
137K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.46K+ 28.12% |
$303K - $342K
|
24.9K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 62.49% |
$295K - $334K
|
3.19K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
678New |
$37.6K - $42.5K
|
678
$36.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42+ 11.38% |
$2.33K - $2.63K
|
411
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-200- 4.76% |
$11.1K - $12.5K
|
4K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64+ 90.14% |
$3.55K - $4.01K
|
135
$7.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
838+ 431.96% |
$46.5K - $52.5K
|
1.03K
$56.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$1.83K - $2.07K
|
33
$1.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1K- 9.72% |
$55.4K - $62.7K
|
9.29K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.86% |
$388 - $439
|
384
$20.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
55+ 0.72% |
$3.05K - $3.45K
|
7.71K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.18K- 1.7% |
$121K - $137K
|
126K
$6.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
417+ 49.94% |
$23.1K - $26.1K
|
1.25K
$68.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
36+ 0.08% |
$2K - $2.26K
|
45.8K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
609+ 2.35% |
$33.8K - $38.2K
|
26.6K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-21.4K- 2.56% |
$1.19M - $1.34M
|
815K
$44.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-416- 1.55% |
$23.1K - $26.1K
|
26.4K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-278- 1.44% |
$15.4K - $17.4K
|
19.1K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-906- 11.48% |
$50.2K - $56.8K
|
6.98K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
250+ 0.52% |
$13.9K - $15.7K
|
47.9K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.49K- 6.67% |
$304K - $344K
|
76.8K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.49KNew |
$304K - $344K
|
5.49K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.3K- 14.26% |
$71.8K - $81.2K
|
7.79K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.86KNew |
$491K - $555K
|
8.86K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.67KNew |
$92.4K - $105K
|
1.67K
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.83% |
$554 - $627
|
1.2K
$65.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
292+ 8.15% |
$16.2K - $18.3K
|
3.88K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.89K- 4.25% |
$160K - $181K
|
65K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-149- 2.52% |
$8.26K - $9.34K
|
5.76K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7.2K- 2.51% |
$399K - $451K
|
280K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.41KNew |
$189K - $214K
|
3.41K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 0.49% |
$1.97M - $2.23M
|
7.29M
$396M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-106K- 13.29% |
$5.88M - $6.65M
|
691K
$37.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6- 0.12% |
$333 - $376
|
5.06K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-1.08K- 9.28% |
$60K - $67.8K
|
10.6K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-66- 1.33% |
$3.66K - $4.14K
|
4.89K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.67KNew |
$92.5K - $105K
|
1.67K
$90.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 0.65% |
$2.16K - $2.44K
|
6.08K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.44KNew |
$191K - $216K
|
3.44K
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.94K- 27.48% |
$218K - $247K
|
10.4K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.22% |
$998 - $1.13K
|
8.08K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
893+ 13.27% |
$49.5K - $56K
|
7.62K
$414K
|