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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.58KNew |
$169K - $208K
|
3.58K
$211K
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-25.8K- 16.91% |
$1.21M - $1.5M
|
127K
$7.46M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.58K+ 10.36% |
$169K - $208K
|
38.1K
$2.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
590+ 1.23% |
$27.8K - $34.3K
|
48.6K
$2.86M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.66KNew |
$172K - $212K
|
3.66K
$215K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
118New |
$5.55K - $6.85K
|
118
$6.95K
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-15.4K- 1.74% |
$724K - $893K
|
870K
$51.3M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-250- 4.06% |
$11.8K - $14.5K
|
5.91K
$348K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-138- 2.76% |
$6.5K - $8.02K
|
4.85K
$286K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118+ 4.03% |
$5.55K - $6.85K
|
3.05K
$180K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 20.78% |
$61.8K - $76.2K
|
5K
$295K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-524- 59.61% |
$24.7K - $30.4K
|
355
$20.9K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
27+ 7.65% |
$1.27K - $1.57K
|
380
$22.4K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
121+ 403.33% |
$5.7K - $7.03K
|
151
$8.9K
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-313K- 21.52% |
$14.7M - $18.2M
|
1.14M
$67.3M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
676New |
$31.8K - $39.3K
|
676
$39.8K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-321- 12.81% |
$15.1K - $18.6K
|
2.18K
$129K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$141 - $174
|
1.54K
$90.6K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
3.97KNew |
$187K - $231K
|
3.97K
$234K
|
|
Q2 2024 | |||||||
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
246New |
$11.7K - $13.3K
|
246
$14.5K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 1.54% |
$10.8K - $12.3K
|
14.6K
$861K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-64.1K- 44.48% |
$3.04M - $3.46M
|
80K
$4.71M
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
38.3K+ 124.94% |
$1.82M - $2.07M
|
69K
$4.06M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.7K+ 4.91% |
$176K - $200K
|
79K
$4.65M
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.22K- 55.74% |
$248K - $282K
|
4.15K
$244K
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
102K+ 507.05% |
$4.86M - $5.52M
|
123K
$7.22M
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
21KNew |
$997K - $1.13M
|
21K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-300- 0.05% |
$14.2K - $16.2K
|
550K
$32.4M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-869- 8.71% |
$41.3K - $46.9K
|
9.11K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.6K- 5.22% |
$171K - $194K
|
65.4K
$3.85M
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$3.25M - $3.7M
|
68.5K
$4.04M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
56New |
$2.66K - $3.02K
|
56
$3.3K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-250K- 91.27% |
$11.9M - $13.5M
|
23.9K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102New |
$4.84K - $5.5K
|
102
$6.01K
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$832K - $945K
|
17.5K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.79K+ 14.38% |
$133K - $151K
|
22.2K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
48KNew |
$2.28M - $2.59M
|
48K
$2.83M
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.1K- 57.67% |
$385K - $437K
|
5.95K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
23.5KNew |
$1.12M - $1.27M
|
23.5K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.8K- 1.96% |
$942K - $1.07M
|
990K
$58.3M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.47K+ 2.27% |
$165K - $187K
|
156K
$9.2M
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
SELL
|
- |
-5.76K- 52.77% |
$273K - $311K
|
5.15K
$303K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.61K+ 38.54% |
$76.4K - $86.9K
|
5.79K
$341K
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-72.3K- 29.08% |
$3.43M - $3.9M
|
176K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$268K - $305K
|
5.65K
$333K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
11.1KNew |
$527K - $599K
|
11.1K
$654K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
512+ 19.55% |
$24.3K - $27.6K
|
3.13K
$184K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 5.91% |
$2.75K - $3.13K
|
924
$54.4K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
878New |
$41.7K - $47.4K
|
878
$51.7K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$59.3K - $67.5K
|
1.25K
$73.7K
|