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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
889+ 11.35% |
$41.7K - $46.9K
|
8.72K
$490K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$45.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$45.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
528+ 7.26% |
$24.8K - $27.9K
|
7.8K
$438K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
438New |
$20.6K - $23.1K
|
438
$24.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
365+ 0.84% |
$17.1K - $19.3K
|
43.6K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
244New |
$11.4K - $12.9K
|
244
$13.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$6.57K - $7.39K
|
140
$7.87K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
50New |
$2.35K - $2.64K
|
50
$2.81K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 50.0% |
$751 - $845
|
48
$2.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$282 - $317
|
1.52K
$85.3K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.35MNew |
$251M - $279M
|
5.35M
$301M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
150KNew |
$7.03M - $7.82M
|
150K
$8.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
145KNew |
$6.81M - $7.58M
|
145K
$8.17M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
85.2K+ 52.0% |
$3.99M - $4.44M
|
249K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$2.21M - $2.46M
|
47.1K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
17.8KNew |
$834K - $928K
|
17.8K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.9KNew |
$464K - $516K
|
9.9K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$206K - $229K
|
4.4K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
4.18KNew |
$196K - $218K
|
4.18K
$235K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
3.86KNew |
$181K - $201K
|
3.86K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$103K - $114K
|
2.19K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$63.6K - $70.8K
|
1.36K
$76.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
612+ 450.0% |
$28.7K - $31.9K
|
748
$42K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
575New |
$26.9K - $30K
|
575
$32.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
480New |
$22.5K - $25K
|
480
$27K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
169New |
$7.92K - $8.81K
|
169
$9.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
93New |
$4.36K - $4.85K
|
93
$5.23K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$1.26K - $1.41K
|
27
$1.52K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.84% |
$1.22K - $1.36K
|
3.13K
$176K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150K+ 75.0% |
$6.61M - $7.71M
|
350K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
32KNew |
$1.41M - $1.65M
|
32K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
25.4KNew |
$1.12M - $1.31M
|
25.4K
$1.43M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
24.6KNew |
$1.09M - $1.27M
|
24.6K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9K+ 127.18% |
$611K - $712K
|
24.7K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$330K - $385K
|
7.49K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.2K+ 18.29% |
$273K - $319K
|
40.1K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$208K - $243K
|
4.72K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.4KNew |
$194K - $226K
|
4.4K
$247K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
991+ 6.01% |
$43.7K - $51K
|
17.5K
$982K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
895+ 382.48% |
$39.5K - $46K
|
1.13K
$63.4K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
809New |
$35.7K - $41.6K
|
809
$45.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
568New |
$25K - $29.2K
|
568
$31.9K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
476New |
$21K - $24.5K
|
476
$26.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
420New |
$18.5K - $21.6K
|
420
$23.6K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
200+ 0.37% |
$8.82K - $10.3K
|
54.3K
$3.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
191+ 11.44% |
$8.42K - $9.82K
|
1.86K
$105K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167New |
$7.36K - $8.59K
|
167
$9.39K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
163+ 3.64% |
$7.19K - $8.38K
|
4.65K
$261K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$5.38K - $6.27K
|
122
$6.86K
|
|