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 |
|---|---|---|---|---|---|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
12,628
shares
|
$734,444
0.0% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,045
shares
|
$700,537
0.0% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
11,961
shares
|
$695,651
0.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
11,785
shares
|
$685,415
0.24% of portfolio
|
Q4 2019
New holding
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
Nov 12, 2024 Q3 2024 |
11,655
shares
|
$677,854
0.01% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
11,469
shares
|
$667,037
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,340
shares
|
$659,534
0.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
11,286
shares
|
$656,393
0.01% of portfolio
|
Q2 2024
Reduced 54.52%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
11,033
shares
|
$641,679
0.01% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
11,019
shares
|
$640,865
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,775
shares
|
$626,674
0.01% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
10,725
shares
|
$623,766
0.0% of portfolio
|
Q3 2024
Added 65.71%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
10,621
shares
|
$617,717
0.02% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
10,603
shares
|
$616,670
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,519
shares
|
$611,785
0.16% of portfolio
|
Q3 2021
Reduced 29.96%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,357
shares
|
$602,363
0.0% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,343
shares
|
$601,548
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
10,291
shares
|
$598,524
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,060
shares
|
$585,089
0.03% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
9,647
shares
|
$561,069
0.05% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,084
shares
|
$528,325
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,891
shares
|
$517,100
0.04% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
8,797
shares
|
$511,633
0.08% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,719
shares
|
$507,097
0.0% of portfolio
|
Q3 2023
Added 11.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,462
shares
|
$492,149
0.0% of portfolio
|
Q3 2024
Reduced 8.83%
|