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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-869- 8.71% |
$41.3K - $46.9K
|
9.11K
$557K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-506- 6.74% |
$24K - $27.3K
|
7K
$428K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-310- 4.63% |
$14.7K - $16.7K
|
6.38K
$391K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-300- 0.05% |
$14.2K - $16.2K
|
550K
$33.6M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 1.54% |
$10.8K - $12.3K
|
14.6K
$895K
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 4.68% |
$4.75K - $5.4K
|
2.04K
$125K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 2.17% |
$4.75K - $5.4K
|
4.52K
$276K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-90- 10.11% |
$4.27K - $4.86K
|
800
$48.9K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 5.91% |
$2.75K - $3.13K
|
924
$56.5K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-51Closed |
$2.42K - $2.75K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.43% |
$950 - $1.08K
|
4.62K
$283K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13- 0.21% |
$617 - $701
|
6.15K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 0.02% |
$95 - $108
|
11.5K
$702K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-45.1M- 98.83% |
$2.26B - $2.49B
|
535K
$32.8M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-800K- 78.05% |
$40M - $44.1M
|
225K
$13.8M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-113K- 41.28% |
$5.64M - $6.22M
|
160K
$9.82M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-51.5K- 92.66% |
$2.58M - $2.84M
|
4.08K
$250K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.97K- 0.62% |
$348K - $384K
|
1.12M
$68.4M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.06K- 84.01% |
$253K - $279K
|
963
$58.9K
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.21K- 22.49% |
$110K - $122K
|
7.6K
$465K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 15.92% |
$60.5K - $66.8K
|
6.39K
$391K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.2K- 6.33% |
$60K - $66.2K
|
17.8K
$1.09M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.19K- 76.29% |
$59.4K - $65.5K
|
369
$22.6K
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-845- 14.46% |
$42.3K - $46.6K
|
5K
$306K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-825- 20.16% |
$41.3K - $45.5K
|
3.27K
$200K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-786- 6.89% |
$39.3K - $43.4K
|
10.6K
$650K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-450- 9.97% |
$22.5K - $24.8K
|
4.06K
$249K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-416- 50.3% |
$20.8K - $23K
|
411
$25.1K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 29.23% |
$16.3K - $17.9K
|
787
$48.1K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 15.38% |
$10K - $11K
|
1.1K
$67.3K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-130- 26.0% |
$6.5K - $7.17K
|
370
$22.6K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7- 0.14% |
$350 - $386
|
5.13K
$314K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-15.6K- 16.24% |
$698K - $815K
|
80.4K
$4.92M
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-14.9K- 31.59% |
$664K - $776K
|
32.2K
$1.97M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 17.14% |
$5.91K - $6.9K
|
638
$39K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65- 53.28% |
$2.91K - $3.4K
|
57
$3.49K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.79% |
$1.79K - $2.09K
|
5K
$306K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.53K- 8.92% |
$71.6K - $80.6K
|
15.6K
$953K
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.2K- 19.49% |
$56.3K - $63.3K
|
4.95K
$303K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 33.42% |
$11.8K - $13.3K
|
500
$30.6K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-243- 4.26% |
$11.4K - $12.8K
|
5.46K
$334K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-219- 68.87% |
$10.3K - $11.6K
|
99
$6.06K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-189- 4.33% |
$8.87K - $9.98K
|
4.18K
$256K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 19.04% |
$8.02K - $9.03K
|
727
$44.5K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-154- 50.66% |
$7.23K - $8.13K
|
150
$9.18K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-227K- 37.19% |
$10.6M - $11.8M
|
384K
$23.5M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 30.24% |
$777K - $865K
|
38.3K
$2.34M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 70.2% |
$81.9K - $91.1K
|
742
$45.4K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-525- 75.54% |
$24.6K - $27.4K
|
170
$10.4K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 99.61% |
$23.8K - $26.4K
|
2
$122
|