Latest Institutional Purchases of Sun Life Financial Inc (SLF)
This list provides information on the latest institutional transactions involving Sun Life Financial Inc (SLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660New |
$26.2K - $32.1K
|
660
$38.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
514New |
$20.4K - $25K
|
514
$30K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$11.9K - $14.6K
|
300
$17.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.94K+ 261.72% |
$219K - $276K
|
6.82K
$399K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$157K - $197K
|
3.53K
$207K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.97% |
$116K - $146K
|
274K
$16M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
837+ 191.1% |
$37.1K - $46.7K
|
1.28K
$74.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$22.2K - $27.9K
|
500
$29.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 9.39% |
$2.75K - $3.46K
|
722
$42.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$887 - $1.12K
|
20
$1.17K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
530New |
$27K - $30.9K
|
530
$31K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
262New |
$13.4K - $15.3K
|
262
$15.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
119New |
$6.07K - $6.93K
|
119
$6.96K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48New |
$2.45K - $2.8K
|
48
$2.81K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.02K - $1.17K
|
20
$1.17K
|
|
| Q4 2021 | |||||||
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
22KNew |
$1.13M - $1.27M
|
22K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.4KNew |
$739K - $827K
|
14.4K
$839K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$55.9K - $62.6K
|
1.09K
$63.5K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$52.7K - $59.1K
|
1.03K
$59.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187New |
$9.62K - $10.8K
|
187
$10.9K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.5MNew |
$123M - $133M
|
2.5M
$146M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.61KNew |
$424K - $459K
|
8.61K
$503K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.42KNew |
$169K - $182K
|
3.42K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
697New |
$34.3K - $37.1K
|
697
$40.7K
|
|
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
300New |
$14.8K - $16K
|
300
$17.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
242New |
$11.9K - $12.9K
|
242
$14.1K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.05KNew |
$52.5K - $57.4K
|
1.05K
$61.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$150 - $164
|
3
$175
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
78K+ 45.14% |
$3.45M - $4.03M
|
251K
$14.7M
|
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
51.5KNew |
$2.28M - $2.66M
|
51.5K
$3.01M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
11KNew |
$486K - $569K
|
11K
$643K
|
|
|
Apr 13, 2021
Q1 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
1.87KNew |
$82.7K - $96.8K
|
1.87K
$109K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
576New |
$22.4K - $26.4K
|
576
$33.7K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65New |
$2.53K - $2.98K
|
65
$3.8K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
392New |
$14.1K - $17K
|
392
$22.9K
|
|
| Q2 2020 | |||||||
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
BUY
|
- |
800+ 160.0% |
$24K - $31.4K
|
1.3K
$76K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
BUY
|
PUT |
1KNew |
$24.4K - $50.1K
|
1K
$58.5K
|
|
|
Nov 07, 2023
Q1 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
552New |
$13.5K - $27.7K
|
552
$32.3K
|
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
491New |
$12K - $24.6K
|
491
$28.7K
|
|
|
Apr 27, 2020
Q1 2020
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
275New |
$6.72K - $13.8K
|
275
$16.1K
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.8KNew |
$502K - $546K
|
11.8K
$689K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
65KNew |
$2.52M - $2.91M
|
65K
$3.8M
|
|
|
Oct 18, 2019
Q3 2019
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
29+ 14.8% |
$1.13K - $1.3K
|
225
$13.2K
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.39KNew |
$92.8K - $99.2K
|
2.39K
$140K
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
190New |
$7.38K - $7.89K
|
190
$11.1K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
234New |
$7.73K - $9.12K
|
234
$13.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.65KNew |
$295K - $313K
|
7.65K
$447K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
326New |
$12.6K - $13.3K
|
326
$19.1K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$19.7K - $21.8K
|
500
$29.2K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
226+ 0.98% |
$9.17K - $9.98K
|
23.3K
$1.36M
|
|