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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.86% |
$388 - $439
|
384
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.18% |
$277 - $313
|
2.75K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$166 - $188
|
788
$44.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$111 - $125
|
6.87K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.9% |
$111 - $125
|
224
$12.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$111 - $125
|
1.54K
$86.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$55.4 - $62.7
|
1
$56.2
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.71% |
$55.4 - $62.7
|
141
$7.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.54% |
$55.4 - $62.7
|
186
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$55.4 - $62.7
|
391
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
283K+ 7.73% |
$13.3M - $16.4M
|
3.94M
$222M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
135KNew |
$6.36M - $7.85M
|
135K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
114KNew |
$5.36M - $6.61M
|
114K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
28.8KNew |
$1.35M - $1.67M
|
28.8K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
27.8K+ 18.41% |
$1.31M - $1.61M
|
179K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
25.1KNew |
$1.18M - $1.46M
|
25.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
21.6KNew |
$1.02M - $1.26M
|
21.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
18.6KNew |
$876K - $1.08M
|
18.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18.1KNew |
$853K - $1.05M
|
18.1K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6KNew |
$781K - $964K
|
16.6K
$933K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.6KNew |
$639K - $789K
|
13.6K
$763K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.73K+ 100.0% |
$411K - $507K
|
17.5K
$981K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.94KNew |
$326K - $403K
|
6.94K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$287K - $354K
|
6.1K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.58KNew |
$215K - $266K
|
4.58K
$257K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
3.97KNew |
$187K - $231K
|
3.97K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.94KNew |
$186K - $229K
|
3.94K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$181K - $224K
|
3.85K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.73KNew |
$175K - $216K
|
3.73K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$170K - $210K
|
3.61K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.58K+ 10.36% |
$169K - $208K
|
38.1K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56KNew |
$168K - $207K
|
3.56K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.28K+ 29.31% |
$107K - $132K
|
10.1K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$94.1K - $116K
|
2K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.91K+ 27.34% |
$89.9K - $111K
|
8.89K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.75KNew |
$82.1K - $101K
|
1.75K
$98.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.57KNew |
$73.9K - $91.2K
|
1.57K
$88.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$72K - $88.8K
|
1.53K
$85.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 71.09% |
$57.8K - $71.3K
|
2.95K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.07KNew |
$50.6K - $62.4K
|
1.07K
$60.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
963New |
$45.3K - $55.9K
|
963
$54.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
879New |
$41.4K - $51.1K
|
879
$49.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
788New |
$37.1K - $45.8K
|
788
$44.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$32.9K - $40.7K
|
700
$39.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
676New |
$31.8K - $39.3K
|
676
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
458New |
$21.6K - $26.6K
|
458
$25.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
353New |
$16.6K - $20.5K
|
353
$19.8K
|
|