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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
300+ 0.1% |
$16.2K - $17.8K
|
315K
$19.6M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
276+ 0.58% |
$14.9K - $16.3K
|
48.2K
$3M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
254+ 32.23% |
$13.7K - $15K
|
1.04K
$64.9K
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
251+ 5.78% |
$13.6K - $14.9K
|
4.59K
$286K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 7.61% |
$13.1K - $14.4K
|
3.44K
$214K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 53.23% |
$12.5K - $13.7K
|
665
$41.4K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
205New |
$11.1K - $12.1K
|
205
$12.8K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 6.24% |
$10.8K - $11.8K
|
3.4K
$212K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 0.36% |
$10.8K - $11.8K
|
55.4K
$3.45M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
181+ 4.36% |
$9.78K - $10.7K
|
4.33K
$270K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
180+ 1.69% |
$9.73K - $10.7K
|
10.8K
$672K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
178New |
$9.62K - $10.5K
|
178
$11.1K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
167+ 3.42% |
$9.03K - $9.88K
|
5.05K
$315K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
148+ 0.32% |
$8K - $8.76K
|
45.9K
$2.86M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144+ 2.95% |
$7.78K - $8.52K
|
5.03K
$313K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
136+ 1.31% |
$7.35K - $8.05K
|
10.5K
$654K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 2.63% |
$5.41K - $5.92K
|
3.91K
$243K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 290.0% |
$4.7K - $5.15K
|
117
$7.28K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.24% |
$2.81K - $3.08K
|
21.9K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 392.31% |
$2.76K - $3.02K
|
64
$3.98K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.27% |
$2.76K - $3.02K
|
18.7K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
46+ 0.53% |
$2.49K - $2.72K
|
8.68K
$540K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.39% |
$2.38K - $2.6K
|
11.3K
$701K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
37New |
$2K - $2.19K
|
37
$2.3K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36+ 0.75% |
$1.95K - $2.13K
|
4.81K
$299K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 7.79% |
$1.73K - $1.89K
|
443
$27.6K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$1.35K - $1.48K
|
25
$1.56K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.3K - $1.42K
|
24
$1.49K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.24K - $1.36K
|
5.51K
$343K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21+ 0.45% |
$1.14K - $1.24K
|
4.64K
$289K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$973 - $1.07K
|
18
$1.12K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 0.47% |
$703 - $769
|
2.76K
$172K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
13New |
$703 - $769
|
13
$809
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.16% |
$432 - $474
|
5.02K
$313K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$270 - $296
|
5
$311
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$270 - $296
|
5
$311
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$162 - $178
|
791
$49.2K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$162 - $178
|
14.3K
$891K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$108 - $118
|
6.88K
$428K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
56.7KNew |
$3.14M - $3.55M
|
56.7K
$3.53M
|
|
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 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 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
28.7KNew |
$1.59M - $1.8M
|
28.7K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
27.8KNew |
$1.54M - $1.74M
|
27.8K
$1.73M
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.7KNew |
$1.09M - $1.23M
|
19.7K
$1.22M
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.8KNew |
$820K - $928K
|
14.8K
$921K
|
|
Feb 07, 2025
Q4 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
12.7K+ 38.75% |
$703K - $795K
|
45.4K
$2.83M
|
|
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
|