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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
501
shares
|
$29,518
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$29,460
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$29,460
0.0% of portfolio
|
Q3 2023
Reduced 33.42%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
491
shares
|
$28,929
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
465
shares
|
$27,397
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
461
shares
|
$27,162
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
460
shares
|
$27,103
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
458
shares
|
$26,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
438
shares
|
$25,806
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
414
shares
|
$24,392
0.0% of portfolio
|
Q1 2023
Reduced 49.14%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
392
shares
|
$23,096
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
391
shares
|
$23,037
0.0% of portfolio
|
Q4 2023
Added 5.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
390
shares
|
$22,978
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
380
shares
|
$22,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
380
shares
|
$22,389
0.0% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
377
shares
|
$22,212
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
370
shares
|
$21,800
0.01% of portfolio
|
Q1 2024
Reduced 26.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
369
shares
|
$21,741
0.0% of portfolio
|
Q1 2024
Reduced 76.29%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
355
shares
|
$20,916
0.0% of portfolio
|
Q3 2020
Reduced 77.17%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
355
shares
|
$20,916
0.0% of portfolio
|
Q3 2024
Reduced 59.61%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
353
shares
|
$20,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
331
shares
|
$19,502
0.0% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
330
shares
|
$19,443
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
294
shares
|
$17,322
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
289
shares
|
$17,027
0.02% of portfolio
|
Q4 2023
New holding
|