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 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.9K+ 51.16% |
$155K - $193K
|
8.57K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.06KNew |
$323K - $402K
|
6.06K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
20.7KNew |
$1.11M - $1.38M
|
20.7K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.37KNew |
$500K - $623K
|
9.37K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 20.55% |
$89.3K - $111K
|
6.46K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.7KNew |
$840K - $1.05M
|
15.7K
$931K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-147- 1.4% |
$7.85K - $9.77K
|
10.4K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-8K- 34.78% |
$427K - $532K
|
15K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$7.31K - $9.1K
|
137
$8.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.36K- 4.15% |
$286K - $356K
|
124K
$7.33M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$170K - $212K
|
3.19K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.15KNew |
$168K - $209K
|
3.15K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.32MNew |
$70.6M - $87.9M
|
1.32M
$78.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
803+ 14.72% |
$42.9K - $53.4K
|
6.26K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-293- 0.7% |
$15.6K - $19.5K
|
41.8K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25- 1.2% |
$1.33K - $1.66K
|
2.06K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 6545.29% |
$594K - $739K
|
11.3K
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
52+ 0.89% |
$2.78K - $3.46K
|
5.92K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.31KNew |
$177K - $220K
|
3.31K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3.18KNew |
$170K - $211K
|
3.18K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
17.8K+ 41.09% |
$950K - $1.18M
|
61.1K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 9.33% |
$58.4K - $72.6K
|
12.8K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 8.48% |
$26.7K - $33.2K
|
5.39K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.7KNew |
$358K - $445K
|
6.7K
$397K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
3.25KNew |
$174K - $216K
|
3.25K
$193K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
5.56KNew |
$297K - $369K
|
5.56K
$329K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-317- 4.54% |
$16.9K - $21.1K
|
6.67K
$395K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
102+ 16.48% |
$5.45K - $6.78K
|
721
$42.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
231+ 48.84% |
$12.3K - $15.3K
|
704
$41.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
18.5K+ 11.02% |
$988K - $1.23M
|
186K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.79KNew |
$256K - $319K
|
4.79K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.11K+ 24.16% |
$59.2K - $73.7K
|
5.7K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 953.85% |
$6.62K - $8.24K
|
137
$8.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
125New |
$6.67K - $8.31K
|
125
$7.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.61KNew |
$193K - $240K
|
3.61K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.7K- 1.01% |
$569K - $709K
|
1.05M
$62.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.5KNew |
$559K - $695K
|
10.5K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
74+ 4.44% |
$3.95K - $4.92K
|
1.74K
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-587- 66.78% |
$31.3K - $39K
|
292
$17.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$190K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$267 - $332
|
991
$58.7K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$107 - $133
|
2
$118
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-15.4K- 21.99% |
$822K - $1.02M
|
54.6K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.55KNew |
$82.9K - $103K
|
1.55K
$92K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-216- 4.7% |
$11.5K - $14.4K
|
4.38K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.3K- 11.71% |
$69.4K - $86.4K
|
9.8K
$580K
|
|
|
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
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
475+ 38.18% |
$25.4K - $31.6K
|
1.72K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-744- 17.94% |
$39.7K - $49.4K
|
3.4K
$201K
|
|