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 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
112New |
$4.94K - $5.76K
|
112
$6.29K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
94New |
$4.14K - $4.83K
|
94
$5.28K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
27+ 65.85% |
$1.19K - $1.39K
|
68
$3.82K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$265 - $309
|
6
$337
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$28.5M - $34.7M
|
731K
$41.1M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
67.1KNew |
$2.62M - $3.19M
|
67.1K
$3.77M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
37.6KNew |
$1.47M - $1.78M
|
37.6K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.3KNew |
$986K - $1.2M
|
25.3K
$1.42M
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14K+ 43.6% |
$547K - $665K
|
46.2K
$2.6M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.8KNew |
$343K - $417K
|
8.8K
$495K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.81KNew |
$305K - $371K
|
7.81K
$439K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.68KNew |
$222K - $270K
|
5.68K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$259K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$258K
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.34KNew |
$169K - $206K
|
4.34K
$244K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
994New |
$38.8K - $47.2K
|
994
$55.9K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
381+ 2.88% |
$14.9K - $18.1K
|
13.6K
$766K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
308New |
$12K - $14.6K
|
308
$17.3K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$16.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
233New |
$9.08K - $11.1K
|
233
$13.1K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$7.37K - $8.97K
|
189
$10.6K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
181New |
$7.06K - $8.59K
|
181
$10.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.79% |
$156 - $190
|
509
$28.6K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
386K+ 26.24% |
$15.3M - $18.8M
|
1.86M
$104M
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
26.1K+ 133.33% |
$1.04M - $1.27M
|
45.7K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 95.0% |
$453K - $555K
|
23.4K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.53K+ 102.84% |
$180K - $220K
|
8.93K
$502K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$50.9K - $62.3K
|
1.28K
$71.9K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$43.6K - $53.4K
|
1.1K
$61.7K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.8K - $48.7K
|
1K
$56.2K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
790+ 4.4% |
$31.4K - $38.4K
|
18.7K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660New |
$26.2K - $32.1K
|
660
$37.1K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
514New |
$20.4K - $25K
|
514
$28.9K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
430New |
$17.1K - $20.9K
|
430
$24.2K
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$11.9K - $14.6K
|
300
$16.9K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.94K+ 261.72% |
$219K - $276K
|
6.82K
$383K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$157K - $197K
|
3.53K
$199K
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.97% |
$116K - $146K
|
274K
$15.4M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
837+ 191.1% |
$37.1K - $46.7K
|
1.28K
$71.7K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$22.2K - $27.9K
|
500
$28.1K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 9.39% |
$2.75K - $3.46K
|
722
$40.6K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$887 - $1.12K
|
20
$1.12K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.49M - $2.84M
|
48.8K
$2.74M
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
530New |
$27K - $30.9K
|
530
$29.8K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
262New |
$13.4K - $15.3K
|
262
$14.7K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
119New |
$6.07K - $6.93K
|
119
$6.69K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48New |
$2.45K - $2.8K
|
48
$2.7K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.02K - $1.17K
|
20
$1.12K
|
|
Q4 2021 | |||||||
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
22KNew |
$1.13M - $1.27M
|
22K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.4KNew |
$739K - $827K
|
14.4K
$807K
|