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, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13K+ 108.57% |
$649K - $715K
|
24.9K
$1.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$532K - $586K
|
10.6K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.4KNew |
$522K - $576K
|
10.4K
$650K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.4K+ 0.7% |
$522K - $575K
|
1.5M
$93.5M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.61K+ 6.28% |
$431K - $475K
|
146K
$9.08M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.39KNew |
$419K - $463K
|
8.39K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.04KNew |
$352K - $389K
|
7.04K
$439K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.03KNew |
$302K - $333K
|
6.03K
$375K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.48KNew |
$274K - $302K
|
5.48K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.37KNew |
$268K - $296K
|
5.37K
$334K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$223K - $246K
|
4.46K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.25KNew |
$212K - $234K
|
4.25K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9KNew |
$195K - $215K
|
3.9K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 8.32% |
$82.9K - $91.4K
|
21.6K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
609New |
$30.5K - $33.6K
|
609
$37.9K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
397New |
$19.9K - $21.9K
|
397
$24.7K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
380New |
$19K - $21K
|
380
$23.7K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
330New |
$16.5K - $18.2K
|
330
$20.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
230+ 696.97% |
$11.5K - $12.7K
|
263
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
139New |
$6.95K - $7.67K
|
139
$8.65K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
100+ 1.42% |
$5K - $5.52K
|
7.12K
$443K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
47New |
$2.35K - $2.59K
|
47
$2.93K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$2.25K - $2.48K
|
45
$2.8K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
215K+ 5.58% |
$9.62M - $11.2M
|
4.07M
$253M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
35.4KNew |
$1.58M - $1.85M
|
35.4K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8K+ 130.29% |
$1.02M - $1.19M
|
40.3K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$565K - $660K
|
12.6K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.15K+ 14.45% |
$275K - $321K
|
48.7K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
6.1KNew |
$273K - $319K
|
6.1K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.08KNew |
$227K - $266K
|
5.08K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$185K - $216K
|
4.13K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$183K - $213K
|
4.08K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$179K - $209K
|
4K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 26.27% |
$108K - $126K
|
11.6K
$723K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.3KNew |
$57.9K - $67.7K
|
1.3K
$80.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.28K+ 1.12% |
$57.2K - $66.8K
|
115K
$7.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
797New |
$35.7K - $41.6K
|
797
$49.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
760New |
$34K - $39.7K
|
760
$47.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
586+ 83.48% |
$26.2K - $30.6K
|
1.29K
$80.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
566New |
$25.3K - $29.6K
|
566
$35.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
501New |
$22.4K - $26.2K
|
501
$31.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
465New |
$20.8K - $24.3K
|
465
$29K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
460New |
$20.6K - $24K
|
460
$28.6K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
367New |
$16.4K - $19.2K
|
367
$22.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
289New |
$12.9K - $15.1K
|
289
$18K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
225New |
$10.1K - $11.8K
|
225
$14K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
177New |
$7.92K - $9.25K
|
177
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70New |
$3.13K - $3.66K
|
70
$4.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54New |
$2.42K - $2.82K
|
54
$3.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.9% |
$2.06K - $2.4K
|
5.14K
$320K
|
|