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 |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
6,339
shares
|
$368,676
0.06% of portfolio
|
Q3 2024
Reduced 77.5%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,153
shares
|
$357,858
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,100
shares
|
$354,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,044
shares
|
$351,519
0.02% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
6,031
shares
|
$350,762
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
5,946
shares
|
$345,819
0.03% of portfolio
|
Q2 2024
Reduced 57.67%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,907
shares
|
$343,551
0.0% of portfolio
|
Q3 2024
Added 61.26%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
5,906
shares
|
$343,492
0.19% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,894
shares
|
$342,795
0.02% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,865
shares
|
$341,108
0.01% of portfolio
|
Q3 2024
Added 4244.44%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,787
shares
|
$336,571
0.01% of portfolio
|
Q2 2024
Added 38.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,776
shares
|
$335,932
0.01% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,685
shares
|
$330,639
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,662
shares
|
$329,301
0.0% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,573
shares
|
$324,125
0.13% of portfolio
|
Q1 2024
Added 2.09%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,533
shares
|
$321,799
0.0% of portfolio
|
Q3 2024
Added 24.09%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,448
shares
|
$316,855
0.03% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,332
shares
|
$310,109
0.02% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,179
shares
|
$301,210
0.0% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,143
shares
|
$299,116
0.04% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,134
shares
|
$298,593
0.0% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,103
shares
|
$296,790
0.0% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,061
shares
|
$294,347
0.01% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,001
shares
|
$290,858
0.0% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
5,000
shares
|
$290,800
0.05% of portfolio
|
Q4 2023
Reduced 0.79%
|