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 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.58KNew |
$215K - $266K
|
4.58K
$285K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
3.97KNew |
$187K - $231K
|
3.97K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$181K - $224K
|
3.85K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$170K - $210K
|
3.61K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56KNew |
$168K - $207K
|
3.56K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.28K+ 29.31% |
$107K - $132K
|
10.1K
$626K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$94.1K - $116K
|
2K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.57KNew |
$73.9K - $91.2K
|
1.57K
$97.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$72K - $88.8K
|
1.53K
$95.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.07KNew |
$50.6K - $62.4K
|
1.07K
$66.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
963New |
$45.3K - $55.9K
|
963
$60K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
879New |
$41.4K - $51.1K
|
879
$54.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$32.9K - $40.7K
|
700
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
458New |
$21.6K - $26.6K
|
458
$28.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
353New |
$16.6K - $20.5K
|
353
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
349+ 0.21% |
$16.4K - $20.3K
|
168K
$10.4M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
327New |
$15.4K - $19K
|
327
$20.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
186New |
$8.76K - $10.8K
|
186
$11.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
121+ 403.33% |
$5.7K - $7.03K
|
151
$9.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89New |
$4.19K - $5.17K
|
89
$5.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 2.69% |
$1.18K - $1.45K
|
953
$59.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.03% |
$141 - $174
|
294
$18.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
102K+ 507.05% |
$4.86M - $5.52M
|
123K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$3.25M - $3.7M
|
68.5K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
48KNew |
$2.28M - $2.59M
|
48K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
23.5KNew |
$1.12M - $1.27M
|
23.5K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
21KNew |
$997K - $1.13M
|
21K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$832K - $945K
|
17.5K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
8.4KNew |
$399K - $453K
|
8.4K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$268K - $305K
|
5.65K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3KNew |
$142K - $162K
|
3K
$187K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$59.3K - $67.5K
|
1.25K
$77.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
878New |
$41.7K - $47.4K
|
878
$54.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$38K - $43.2K
|
800
$49.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
755+ 57.59% |
$35.8K - $40.7K
|
2.07K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
512+ 19.55% |
$24.3K - $27.6K
|
3.13K
$195K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
500+ 9.27% |
$23.7K - $27K
|
5.89K
$367K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
246New |
$11.7K - $13.3K
|
246
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102New |
$4.84K - $5.5K
|
102
$6.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
56New |
$2.66K - $3.02K
|
56
$3.49K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.53% |
$47.5 - $54
|
190
$11.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.42MNew |
$321M - $354M
|
6.42M
$399M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
673KNew |
$33.7M - $37.2M
|
673K
$41.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
58.7KNew |
$2.94M - $3.24M
|
58.7K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
55K+ 57.89% |
$2.75M - $3.03M
|
150K
$9.34M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20.2KNew |
$1.01M - $1.12M
|
20.2K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
15.3KNew |
$766K - $845K
|
15.3K
$953K
|
|