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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
122
shares
|
$7,095
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
118
shares
|
$6,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
102
shares
|
$5,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
99
shares
|
$5,757
0.0% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
94
shares
|
$5,467
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
89
shares
|
$5,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
71
shares
|
$4,129
0.0% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
57
shares
|
$3,315
0.0% of portfolio
|
Q4 2023
Reduced 53.28%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
54
shares
|
$3,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
48
shares
|
$2,791
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
36
shares
|
$2,093
0.0% of portfolio
|
Q2 2022
Reduced 93.44%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
20
shares
|
$1,163
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|