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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,540
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.76%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
50,298
shares
|
$2.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,535
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
48,558
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
47,650
shares
|
$2.77 Million
0.71% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
45,743
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
44,977
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
44,262
shares
|
$2.57 Million
2.68% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
43,246
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
42,506
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
41,936
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 84.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
41,344
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
40,100
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2023
Added 18.29%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,478
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
39,123
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
38,755
shares
|
$2.25 Million
0.94% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
38,579
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
38,144
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
37,618
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
35,323
shares
|
$2.05 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
34,471
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
33,756
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Pcj Investment Counsel Ltd.
|
Nov 08, 2024 Q3 2024 |
32,720
shares
|
$1.9 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
32,206
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2024
Added 11.43%
|