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 459 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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
4,951
shares
|
$291,712
0.0% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,929
shares
|
$290,416
0.02% of portfolio
|
Q3 2024
Reduced 55.53%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
4,925
shares
|
$290,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,854
shares
|
$285,997
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
4,815
shares
|
$283,699
0.03% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,813
shares
|
$283,581
0.0% of portfolio
|
Q3 2024
Reduced 49.36%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,736
shares
|
$279,045
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,722
shares
|
$278,220
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,655
shares
|
$274,272
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,620
shares
|
$272,210
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,618
shares
|
$272,092
0.0% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,599
shares
|
$270,973
0.0% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
4,596
shares
|
$270,796
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,576
shares
|
$269,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
4,517
shares
|
$266,141
0.04% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,459
shares
|
$262,724
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,339
shares
|
$255,653
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,265
shares
|
$251,293
0.01% of portfolio
|
Q2 2021
Reduced 1.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,262
shares
|
$251,117
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heathbridge Capital Management Ltd.
|
Oct 16, 2024 Q3 2024 |
4,200
shares
|
$247,464
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
4,177
shares
|
$246,108
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,130
shares
|
$243,339
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,096
shares
|
$241,336
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,089
shares
|
$240,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
4,083
shares
|
$240,570
0.07% of portfolio
|
Q4 2023
New holding
|