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 |
|---|---|---|---|---|---|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
18,607
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,320
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
18,210
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
18,112
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
17,957
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 199.68%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
17,772
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
17,633
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
17,454
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
17,446
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
17,419
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
16,934
shares
|
$984,881
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
16,594
shares
|
$965,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,393
shares
|
$953,416
0.01% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
16,270
shares
|
$946,263
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
15,500
shares
|
$901,480
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,345
shares
|
$892,465
0.0% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,268
shares
|
$887,986
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
14,621
shares
|
$850,357
0.08% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,474
shares
|
$841,807
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
14,382
shares
|
$836,457
0.03% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,350
shares
|
$834,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
14,337
shares
|
$833,839
0.0% of portfolio
|
Q3 2024
Added 33.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,625
shares
|
$792,430
0.01% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
13,579
shares
|
$789,754
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
13,443
shares
|
$781,844
0.0% of portfolio
|
Q3 2024
Reduced 11.0%
|