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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,049
shares
|
$61,009
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,025
shares
|
$59,614
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
994
shares
|
$57,811
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
963
shares
|
$56,008
0.01% of portfolio
|
Q1 2024
Reduced 84.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
963
shares
|
$56,008
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
953
shares
|
$55,426
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
924
shares
|
$53,739
0.02% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
879
shares
|
$51,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
878
shares
|
$51,064
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
800
shares
|
$46,528
0.0% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
800
shares
|
$46,528
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
797
shares
|
$46,353
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
788
shares
|
$45,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
787
shares
|
$45,771
0.0% of portfolio
|
Q1 2024
Reduced 29.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
787
shares
|
$45,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
785
shares
|
$45,655
0.0% of portfolio
|
Q3 2024
Reduced 81.67%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
748
shares
|
$43,503
0.0% of portfolio
|
Q2 2023
Added 450.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
742
shares
|
$43,154
0.0% of portfolio
|
Q2 2023
Reduced 70.2%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
700
shares
|
$40,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
676
shares
|
$39,316
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
650
shares
|
$37,804
0.0% of portfolio
|
Q2 2024
Reduced 90.86%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
650
shares
|
$37,804
0.01% of portfolio
|
Q3 2024
Added 124.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
571
shares
|
$33,209
0.0% of portfolio
|
Q2 2024
Added 6244.44%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
566
shares
|
$32,918
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
552
shares
|
$32,104
0.01% of portfolio
|
Q1 2020
New holding
|