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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.9KNew |
$103K - $112K
|
1.9K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-9.5K- 22.56% |
$513K - $562K
|
32.6K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-73- 2.38% |
$3.95K - $4.32K
|
2.99K
$183K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1K- 50.0% |
$54.1K - $59.2K
|
1K
$61.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 7.11% |
$1.46K - $1.6K
|
353
$21.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-32.4K- 98.25% |
$1.75M - $1.92M
|
576
$35.2K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-573- 9.95% |
$31K - $33.9K
|
5.18K
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
107K+ 44.23% |
$5.79M - $6.34M
|
349K
$21.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.3K - $1.42K
|
24
$1.47K
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-200- 3.75% |
$10.8K - $11.8K
|
5.14K
$314K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.11K- 41.98% |
$449K - $508K
|
11.2K
$685K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$55.4 - $62.7
|
1
$61.2
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
404New |
$22.4K - $25.3K
|
404
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.5K+ 1.03% |
$83.1K - $94K
|
147K
$8.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.88KNew |
$215K - $243K
|
3.88K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 0.17% |
$64.1K - $72.5K
|
664K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-495- 8.04% |
$27.4K - $31K
|
5.66K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.4K- 29.66% |
$133K - $150K
|
5.68K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.07% |
$38.8K - $43.9K
|
64.7K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$582K - $658K
|
10.5K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.81KNew |
$433K - $490K
|
7.81K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.31KNew |
$72.6K - $82.1K
|
1.31K
$80.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
27.8KNew |
$1.54M - $1.74M
|
27.8K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.22KNew |
$179K - $202K
|
3.22K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
298New |
$16.5K - $18.7K
|
298
$18.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
978+ 4657.14% |
$54.2K - $61.3K
|
999
$61.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-79.7K- 86.41% |
$4.42M - $5M
|
12.5K
$767K
|
|
|
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
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.15KNew |
$230K - $260K
|
4.15K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
275New |
$15.2K - $17.2K
|
275
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-619- 13.7% |
$34.3K - $38.8K
|
3.9K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
28.7KNew |
$1.59M - $1.8M
|
28.7K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
779New |
$43.2K - $48.8K
|
779
$47.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.87K+ 149.12% |
$326K - $368K
|
9.81K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.7KNew |
$1.09M - $1.23M
|
19.7K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 8.97% |
$23.9K - $27.1K
|
4.38K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-566- 12.25% |
$31.4K - $35.5K
|
4.05K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.8KNew |
$820K - $928K
|
14.8K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
681New |
$37.7K - $42.7K
|
681
$41.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-131- 0.37% |
$7.26K - $8.21K
|
35.2K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
740+ 5.16% |
$41K - $46.4K
|
15.1K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
440New |
$24.4K - $27.6K
|
440
$26.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-318K- 20.17% |
$17.6M - $19.9M
|
1.26M
$76.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$1.83K - $2.07K
|
33
$2.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-200- 4.76% |
$11.1K - $12.5K
|
4K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-167- 4.43% |
$9.26K - $10.5K
|
3.6K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
678New |
$37.6K - $42.5K
|
678
$41.5K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.46K+ 28.12% |
$303K - $342K
|
24.9K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
292+ 8.15% |
$16.2K - $18.3K
|
3.88K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.83% |
$554 - $627
|
1.2K
$73.4K
|
|