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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
294
shares
|
$17,099
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
289
shares
|
$16,808
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
275
shares
|
$15,993
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
260
shares
|
$15,121
0.0% of portfolio
|
Q2 2024
Added 8.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
256
shares
|
$14,888
0.0% of portfolio
|
Q2 2024
Added 74.15%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
256
shares
|
$14,888
0.0% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
246
shares
|
$14,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
234
shares
|
$13,609
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
225
shares
|
$13,086
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
222
shares
|
$12,911
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
200
shares
|
$11,632
0.0% of portfolio
|
Q3 2024
Reduced 63.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
194
shares
|
$11,283
0.0% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
187
shares
|
$10,875
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
186
shares
|
$10,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
185
shares
|
$10,759
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
184
shares
|
$10,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
183
shares
|
$10,643
0.0% of portfolio
|
Q3 2024
Reduced 82.49%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
170
shares
|
$9,887
0.0% of portfolio
|
Q2 2023
Reduced 75.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$9,829
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
165
shares
|
$9,596
0.0% of portfolio
|
Q2 2022
Reduced 78.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
151
shares
|
$8,782
0.0% of portfolio
|
Q3 2024
Added 403.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
150
shares
|
$8,724
0.01% of portfolio
|
Q3 2023
Reduced 50.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
148
shares
|
$8,607
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
140
shares
|
$8,142
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
139
shares
|
$8,084
0.0% of portfolio
|
Q1 2024
New holding
|