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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
985+ 0.86% |
$53.2K - $58.3K
|
116K
$7.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$270 - $296
|
5
$311
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 39.44% |
$162K - $178K
|
10.6K
$662K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
559+ 13.61% |
$30.2K - $33.1K
|
4.67K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
180+ 1.69% |
$9.73K - $10.7K
|
10.8K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.9KNew |
$103K - $112K
|
1.9K
$118K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-9.5K- 22.56% |
$513K - $562K
|
32.6K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 2.99% |
$71.8K - $78.7K
|
43.1K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 7.11% |
$1.46K - $1.6K
|
353
$22K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
13New |
$703 - $769
|
13
$809
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1K- 50.0% |
$54.1K - $59.2K
|
1K
$62.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-73- 2.38% |
$3.95K - $4.32K
|
2.99K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-32.4K- 98.25% |
$1.75M - $1.92M
|
576
$35.9K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-573- 9.95% |
$31K - $33.9K
|
5.18K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.24K - $1.36K
|
5.51K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
107K+ 44.23% |
$5.79M - $6.34M
|
349K
$21.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-23.6K- 1.75% |
$1.28M - $1.4M
|
1.33M
$82.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$189K - $207K
|
3.5K
$218K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.3K - $1.42K
|
24
$1.49K
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-200- 3.75% |
$10.8K - $11.8K
|
5.14K
$320K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-69.1K- 6.78% |
$3.83M - $4.33M
|
949K
$59.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 8.92% |
$75.8K - $85.7K
|
16.7K
$1.04M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
50.8K+ 100.18% |
$2.82M - $3.19M
|
102K
$6.32M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$55.4 - $62.7
|
1
$62.3
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.52K+ 105.96% |
$250K - $283K
|
8.78K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-495- 8.04% |
$27.4K - $31K
|
5.66K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
404New |
$22.4K - $25.3K
|
404
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.3K- 5.93% |
$72.2K - $81.6K
|
20.7K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.5K+ 1.03% |
$83.1K - $94K
|
147K
$9.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-5K- 43.86% |
$277K - $313K
|
6.4K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 0.17% |
$64.1K - $72.5K
|
664K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.88KNew |
$215K - $243K
|
3.88K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.4K- 29.66% |
$133K - $150K
|
5.68K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
99New |
$5.49K - $6.21K
|
99
$6.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.07% |
$38.8K - $43.9K
|
64.7K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.22KNew |
$179K - $202K
|
3.22K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
27.8KNew |
$1.54M - $1.74M
|
27.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.31KNew |
$72.6K - $82.1K
|
1.31K
$81.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.81KNew |
$433K - $490K
|
7.81K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$582K - $658K
|
10.5K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.6KNew |
$532K - $602K
|
9.6K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-330- 5.7% |
$18.3K - $20.7K
|
5.46K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-42.1K- 37.86% |
$2.33M - $2.64M
|
69.1K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
298New |
$16.5K - $18.7K
|
298
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
978+ 4657.14% |
$54.2K - $61.3K
|
999
$62.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-79.7K- 86.41% |
$4.42M - $5M
|
12.5K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
42.9K+ 13.0% |
$2.38M - $2.69M
|
373K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-619- 13.7% |
$34.3K - $38.8K
|
3.9K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.15KNew |
$230K - $260K
|
4.15K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
275New |
$15.2K - $17.2K
|
275
$17.1K
|
|