Latest Institutional Purchases of Sun Life Financial Inc (SLF)

SLF Quotes by TradingView

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
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
612
+ 450.0%
$28.7K - $31.9K
748 $43.7K
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
575
New
$26.9K - $30K
575 $33.6K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
480
New
$22.5K - $25K
480 $28.1K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
169
New
$7.92K - $8.81K
169 $9.88K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
93
New
$4.36K - $4.85K
93 $5.44K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
27
New
$1.26K - $1.41K
27 $1.58K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
26
+ 0.84%
$1.22K - $1.36K
3.13K $183K
Q1 2023
May 15, 2023 Q1 2023
Polar Asset Management Partners Inc.

Toronto, A6
BUY
 PUT
150K
+ 75.0%
$6.61M - $7.71M
350K $20.5M
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
32K
New
$1.41M - $1.65M
32K $1.87M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
25.4K
New
$1.12M - $1.31M
25.4K $1.48M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
13.9K
+ 127.18%
$611K - $712K
24.7K $1.45M
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
7.49K
New
$330K - $385K
7.49K $438K
May 15, 2023 Q1 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
6.2K
+ 18.29%
$273K - $319K
40.1K $2.34M
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
4.72K
New
$208K - $243K
4.72K $276K
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
991
+ 6.01%
$43.7K - $51K
17.5K $1.02M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
895
+ 382.48%
$39.5K - $46K
1.13K $66K
May 09, 2023 Q1 2023
Ing Groep Nv

BUY
 -
809
New
$35.7K - $41.6K
809 $47.3K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
476
New
$21K - $24.5K
476 $27.8K
May 08, 2023 Q1 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
200
+ 0.37%
$8.82K - $10.3K
54.3K $3.18M
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
191
+ 11.44%
$8.42K - $9.82K
1.86K $109K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
167
New
$7.36K - $8.59K
167 $9.76K
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
163
+ 3.64%
$7.19K - $8.38K
4.65K $272K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
122
New
$5.38K - $6.27K
122 $7.13K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
112
New
$4.94K - $5.76K
112 $6.55K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
94
New
$4.14K - $4.83K
94 $5.49K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
27
+ 65.85%
$1.19K - $1.39K
68 $3.97K
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
6
New
$265 - $309
6 $351
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
731K
New
$28.5M - $34.7M
731K $42.7M
Feb 13, 2023 Q4 2022
Seeyond

Paris, I0
BUY
 -
67.1K
New
$2.62M - $3.19M
67.1K $3.92M
Jan 19, 2023 Q4 2022
Pendal Group LTD

BUY
 -
37.6K
New
$1.47M - $1.78M
37.6K $2.2M
Feb 07, 2025 Q4 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
14K
+ 43.6%
$547K - $665K
46.2K $2.7M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
7.81K
New
$305K - $371K
7.81K $457K
Feb 13, 2023 Q4 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
5.68K
New
$222K - $270K
5.68K $332K
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
4.6K
New
$179K - $218K
4.6K $269K
Jan 20, 2023 Q4 2022
Pathway Financial Advisors LLC

BUY
 -
4.34K
New
$169K - $206K
4.34K $254K
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
994
New
$38.8K - $47.2K
994 $58.1K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
308
New
$12K - $14.6K
308 $18K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
300
New
$11.7K - $14.2K
300 $17.5K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
233
New
$9.08K - $11.1K
233 $13.6K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
181
New
$7.06K - $8.59K
181 $10.6K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4
+ 0.79%
$156 - $190
509 $29.8K
Q3 2022
Nov 10, 2022 Q3 2022
Agf Investments Inc.

Toronto, A6
BUY
 -
386K
+ 26.24%
$15.3M - $18.8M
1.86M $109M
Nov 14, 2022 Q3 2022
Cipher Capital LP

New York, NY
BUY
 -
26.1K
+ 133.33%
$1.04M - $1.27M
45.7K $2.67M
Nov 14, 2022 Q3 2022
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
11.4K
+ 95.0%
$453K - $555K
23.4K $1.37M
Nov 14, 2022 Q3 2022
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
4.53K
+ 102.84%
$180K - $220K
8.93K $522K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.28K
New
$50.9K - $62.3K
1.28K $74.8K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.1K
New
$43.6K - $53.4K
1.1K $64.1K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
1K
New
$39.8K - $48.7K
1K $58.5K
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
790
+ 4.4%
$31.4K - $38.4K
18.7K $1.1M

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