Institutional Ownership Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF). We have compiled data on the 461 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
8,400
shares
|
$488,544
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,324
shares
|
$484,123
0.01% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
8,075
shares
|
$469,642
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
8,057
shares
|
$468,595
0.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$461,848
0.0% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,890
shares
|
$458,882
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,823
shares
|
$454,985
0.01% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,799
shares
|
$453,589
0.02% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
7,661
shares
|
$445,563
0.01% of portfolio
|
Q3 2024
Added 123.74%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
7,659
shares
|
$445,447
0.12% of portfolio
|
Q3 2024
Added 71.19%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
7,491
shares
|
$435,676
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,461
shares
|
$433,931
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Oct 21, 2024 Q3 2024 |
7,242
shares
|
$421,194
0.08% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,209
shares
|
$419,275
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
7,179
shares
|
$417,530
0.14% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
7,000
shares
|
$407,120
0.12% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,961
shares
|
$404,851
0.04% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,936
shares
|
$403,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,924
shares
|
$402,699
0.01% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
6,884
shares
|
$400,373
0.0% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,871
shares
|
$399,617
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,729
shares
|
$391,358
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
6,667
shares
|
$387,752
0.02% of portfolio
|
Q2 2020
Reduced 1.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,476
shares
|
$376,644
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
6,383
shares
|
$371,235
0.19% of portfolio
|
Q2 2024
Reduced 4.63%
|