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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,089
shares
|
$237,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
4,083
shares
|
$237,467
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
3,970
shares
|
$230,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
3,941
shares
|
$229,208
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,939
shares
|
$229,092
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
3,848
shares
|
$223,799
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,769
shares
|
$219,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,766
shares
|
$219,030
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
3,726
shares
|
$216,704
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
3,721
shares
|
$216,413
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,721
shares
|
$216,413
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
3,667
shares
|
$213,272
0.06% of portfolio
|
Q3 2024
Reduced 44.69%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
3,656
shares
|
$212,632
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,611
shares
|
$210,015
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,585
shares
|
$208,503
0.0% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
3,583
shares
|
$208,387
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
3,563
shares
|
$207,224
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,533
shares
|
$205,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,527
shares
|
$205,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,518
shares
|
$204,606
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,340
shares
|
$194,254
0.02% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,203
shares
|
$186,286
0.0% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,131
shares
|
$182,098
0.0% of portfolio
|
Q2 2024
Added 19.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3,049
shares
|
$177,329
0.14% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$174,480
0.0% of portfolio
|
Q2 2024
New holding
|