Latest Institutional Sells of Sun Life Financial Inc (SLF)
This list provides information on the latest institutional transactions involving Sun Life Financial Inc (SLF) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-131- 0.37% |
$7.26K - $8.21K
|
35.2K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 3.65% |
$7.15K - $8.09K
|
3.4K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-54- 1.11% |
$2.99K - $3.39K
|
4.8K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 5.41% |
$2.77K - $3.13K
|
874
$54.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.83% |
$554 - $627
|
1.2K
$74.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7- 0.34% |
$388 - $439
|
2.08K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6- 0.12% |
$333 - $376
|
5.06K
$315K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-72.4K- 22.15% |
$3.41M - $4.21M
|
255K
$15.9M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.6KClosed |
$264K - $325K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.3K- 17.83% |
$202K - $250K
|
19.8K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.96K- 44.69% |
$139K - $172K
|
3.67K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 2.88% |
$69.2K - $85.5K
|
49.5K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.16K- 16.68% |
$54.4K - $67.2K
|
5.78K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-862- 82.49% |
$40.6K - $50.1K
|
183
$11.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-720- 16.72% |
$33.9K - $41.8K
|
3.59K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-352- 63.77% |
$16.6K - $20.4K
|
200
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-283- 3.44% |
$13.3K - $16.4K
|
7.94K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.18% |
$11.9K - $14.6K
|
21.2K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-136- 34.69% |
$6.4K - $7.9K
|
256
$15.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-250K- 91.27% |
$11.9M - $13.5M
|
23.9K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.8K- 1.96% |
$942K - $1.07M
|
990K
$61.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
SELL
|
- |
-5.76K- 52.77% |
$273K - $311K
|
5.15K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-506- 6.74% |
$24K - $27.3K
|
7K
$436K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-310- 4.63% |
$14.7K - $16.7K
|
6.38K
$397K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 1.54% |
$10.8K - $12.3K
|
14.6K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 4.68% |
$4.75K - $5.4K
|
2.04K
$127K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-90- 10.11% |
$4.27K - $4.86K
|
800
$49.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-51Closed |
$2.42K - $2.75K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-45.1M- 98.83% |
$2.26B - $2.49B
|
535K
$33.3M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-158K- 21.46% |
$7.9M - $8.71M
|
578K
$36M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-51.5K- 92.66% |
$2.58M - $2.84M
|
4.08K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.97K- 0.62% |
$348K - $384K
|
1.12M
$69.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.06K- 84.01% |
$253K - $279K
|
963
$60K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 15.92% |
$60.5K - $66.8K
|
6.39K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-845- 14.46% |
$42.3K - $46.6K
|
5K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-825- 20.16% |
$41.3K - $45.5K
|
3.27K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-450- 9.97% |
$22.5K - $24.8K
|
4.06K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-416- 50.3% |
$20.8K - $23K
|
411
$25.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 29.23% |
$16.3K - $17.9K
|
787
$49K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 15.38% |
$10K - $11K
|
1.1K
$68.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-130- 26.0% |
$6.5K - $7.17K
|
370
$23K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-15.6K- 16.24% |
$698K - $815K
|
80.4K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-14.9K- 31.59% |
$664K - $776K
|
32.2K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 17.14% |
$5.91K - $6.9K
|
638
$39.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65- 53.28% |
$2.91K - $3.4K
|
57
$3.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.79% |
$1.79K - $2.09K
|
5K
$311K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.53K- 8.92% |
$71.6K - $80.6K
|
15.6K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.2K- 19.49% |
$56.3K - $63.3K
|
4.95K
$308K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 33.42% |
$11.8K - $13.3K
|
500
$31.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-243- 4.26% |
$11.4K - $12.8K
|
5.46K
$340K
|
|