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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,815
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 88.93%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
29,773
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
28,777
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
28,200
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2023
Added 19.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
27,988
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
26,800
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
25,952
shares
|
$1.51 Million
0.77% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
25,697
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
25,440
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
25,319
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
25,110
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
22,625
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
22,226
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 14.38%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
22,000
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
21,969
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
21,624
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,157
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
21,133
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
20,478
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 845.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,284
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
20,239
shares
|
$1.18 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
19,798
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
19,408
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
19,364
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
19,347
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 45.84%
|