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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
35.4KNew |
$1.58M - $1.85M
|
35.4K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8K+ 130.29% |
$1.02M - $1.19M
|
40.3K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$565K - $660K
|
12.6K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
8.4KNew |
$376K - $439K
|
8.4K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.38KNew |
$375K - $438K
|
8.38K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.15K+ 14.45% |
$275K - $321K
|
48.7K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
6.1KNew |
$273K - $319K
|
6.1K
$373K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.87KNew |
$263K - $307K
|
5.87K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.08KNew |
$227K - $266K
|
5.08K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$185K - $216K
|
4.13K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$183K - $213K
|
4.08K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$179K - $209K
|
4K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 26.27% |
$108K - $126K
|
11.6K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.28K+ 1.12% |
$57.2K - $66.8K
|
115K
$7.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
797New |
$35.7K - $41.6K
|
797
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
760New |
$34K - $39.7K
|
760
$46.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
586+ 83.48% |
$26.2K - $30.6K
|
1.29K
$78.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
566New |
$25.3K - $29.6K
|
566
$34.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
501New |
$22.4K - $26.2K
|
501
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
465New |
$20.8K - $24.3K
|
465
$28.4K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
460New |
$20.6K - $24K
|
460
$28.1K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
367New |
$16.4K - $19.2K
|
367
$22.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
289New |
$12.9K - $15.1K
|
289
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
225New |
$10.1K - $11.8K
|
225
$13.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
177New |
$7.92K - $9.25K
|
177
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70New |
$3.13K - $3.66K
|
70
$4.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54New |
$2.42K - $2.82K
|
54
$3.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.9% |
$2.06K - $2.4K
|
5.14K
$315K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 5.96% |
$984 - $1.15K
|
391
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$940 - $1.1K
|
21
$1.28K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$403 - $470
|
9
$551
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.37MNew |
$299M - $336M
|
6.37M
$390M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
202K+ 101.18% |
$9.49M - $10.7M
|
402K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
96.9K+ 23.53% |
$4.55M - $5.12M
|
509K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.77KNew |
$271K - $305K
|
5.77K
$353K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.26KNew |
$59.3K - $66.7K
|
1.26K
$77.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
889+ 11.35% |
$41.7K - $46.9K
|
8.72K
$533K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$49.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$49.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
528+ 7.26% |
$24.8K - $27.9K
|
7.8K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
438New |
$20.6K - $23.1K
|
438
$26.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
365+ 0.84% |
$17.1K - $19.3K
|
43.6K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
244New |
$11.4K - $12.9K
|
244
$14.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$6.57K - $7.39K
|
140
$8.57K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
50New |
$2.35K - $2.64K
|
50
$3.06K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 50.0% |
$751 - $845
|
48
$2.94K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$282 - $317
|
1.52K
$92.9K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.35MNew |
$251M - $279M
|
5.35M
$327M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
150KNew |
$7.03M - $7.82M
|
150K
$9.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
145KNew |
$6.81M - $7.58M
|
145K
$8.89M
|
|