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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,953
shares
|
$171,746
0.01% of portfolio
|
Q3 2024
Added 71.09%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,844
shares
|
$165,407
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,771
shares
|
$161,161
0.0% of portfolio
|
Q4 2022
Reduced 7.57%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,742
shares
|
$159,474
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
2,396
shares
|
$139,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,388
shares
|
$138,886
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,196
shares
|
$127,719
0.01% of portfolio
|
Q3 2024
Reduced 31.12%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,184
shares
|
$127,021
0.0% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$121,496
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,000
shares
|
$116,320
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$116,320
0.02% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,903
shares
|
$110,678
0.01% of portfolio
|
Q3 2019
Reduced 20.48%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
1,871
shares
|
$108,817
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
1,745
shares
|
$101,489
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
1,703
shares
|
$99,046
0.0% of portfolio
|
Q3 2024
Reduced 56.43%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,570
shares
|
$91,311
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,538
shares
|
$89,450
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,529
shares
|
$88,926
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,518
shares
|
$88,286
0.17% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,311
shares
|
$76,247
0.05% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,288
shares
|
$74,910
0.03% of portfolio
|
Q4 2023
Added 83.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,280
shares
|
$74,444
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,210
shares
|
$70,373
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,100
shares
|
$63,975
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,074
shares
|
$62,463
0.0% of portfolio
|
Q3 2024
New holding
|