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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-15.4K- 21.99% |
$822K - $1.02M
|
54.6K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$107 - $133
|
2
$122
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
19.6K+ 114.81% |
$1.05M - $1.3M
|
36.7K
$2.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.3K- 11.71% |
$69.4K - $86.4K
|
9.8K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-216- 4.7% |
$11.5K - $14.4K
|
4.38K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-317- 0.74% |
$16.9K - $21.1K
|
42.8K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.55KNew |
$82.9K - $103K
|
1.55K
$94.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.14% |
$2.46K - $3.06K
|
4.08K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$53.4 - $66.5
|
8.19K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-744- 17.94% |
$39.7K - $49.4K
|
3.4K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35+ 0.61% |
$1.87K - $2.33K
|
5.81K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46KNew |
$77.9K - $97K
|
1.46K
$89.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
475+ 38.18% |
$25.4K - $31.6K
|
1.72K
$105K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
324+ 1.72% |
$17.3K - $21.5K
|
19.2K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$64.1K - $79.7K
|
1.2K
$73.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
245+ 0.6% |
$13.1K - $16.3K
|
41K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
249+ 36.83% |
$13.3K - $16.5K
|
925
$56.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
124+ 2.03% |
$6.62K - $8.24K
|
6.25K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$191K - $237K
|
3.57K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-698- 1.83% |
$37.3K - $46.4K
|
37.4K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.1K+ 784.15% |
$272K - $339K
|
5.75K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
121+ 806.67% |
$6.46K - $8.04K
|
136
$8.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
239New |
$12.8K - $15.9K
|
239
$14.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.21% |
$908 - $1.13K
|
8.11K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 1.4% |
$7.96K - $9.9K
|
10.8K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-268- 2.53% |
$14.3K - $17.8K
|
10.3K
$631K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13.5K- 23.21% |
$718K - $894K
|
44.5K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
16+ 0.43% |
$854 - $1.06K
|
3.76K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$427 - $532
|
8
$488
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.79KNew |
$309K - $385K
|
5.79K
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
224+ 2.19% |
$12K - $14.9K
|
10.4K
$638K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 1.04% |
$117K - $146K
|
214K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.36KNew |
$72.5K - $90.2K
|
1.36K
$82.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.06KNew |
$164K - $204K
|
3.06K
$187K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 0.81% |
$961 - $1.2K
|
2.23K
$136K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-263- 17.06% |
$14K - $17.5K
|
1.28K
$78.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-111- 2.19% |
$5.93K - $7.38K
|
4.96K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 39.0% |
$4.16K - $5.18K
|
122
$7.45K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
91+ 2.26% |
$4.86K - $6.05K
|
4.13K
$252K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-50.5K- 3.04% |
$2.73M - $2.99M
|
1.61M
$98.2M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.86KNew |
$533K - $584K
|
9.86K
$602K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$108 - $118
|
6.88K
$420K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 30.3% |
$9.19K - $10.1K
|
391
$23.9K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-597- 34.21% |
$32.3K - $35.3K
|
1.15K
$70.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-281- 2.39% |
$15.2K - $16.6K
|
11.5K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$973 - $1.07K
|
18
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-150K- 66.67% |
$8.11M - $8.88M
|
75K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.54KNew |
$300K - $328K
|
5.54K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.6K+ 446.81% |
$1.6M - $1.75M
|
36.3K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
75K+ 3131.55% |
$4.06M - $4.44M
|
77.4K
$4.73M
|
|