Purchases and Sales Made in Q1 2022 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q1 2022. The information is specifically focused on institutions that hold shares of SUN LIFE FINANCIAL INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
614+ 2.0% |
$31.3K - $35.8K
|
31.3K
$1.91M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 100.67% |
$30.6K - $35K
|
1.2K
$72.7K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
600New |
$30.6K - $35K
|
600
$36.5K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
593+ 10.87% |
$30.3K - $34.5K
|
6.05K
$368K
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
571New |
$29.1K - $33.3K
|
571
$34.7K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
559New |
$28.5K - $32.6K
|
559
$34K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
554+ 5.79% |
$28.3K - $32.3K
|
10.1K
$616K
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
534+ 1.44% |
$27.2K - $31.1K
|
37.5K
$2.28M
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
530New |
$27K - $30.9K
|
530
$32.2K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
496New |
$25.3K - $28.9K
|
496
$30.2K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
480+ 32.72% |
$24.5K - $28K
|
1.95K
$118K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
463+ 6.13% |
$23.6K - $27K
|
8.01K
$487K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
368+ 2.68% |
$18.8K - $21.4K
|
14.1K
$858K
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
344+ 8.62% |
$17.6K - $20K
|
4.33K
$264K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
331+ 2.69% |
$16.9K - $19.3K
|
12.6K
$768K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
329New |
$16.8K - $19.2K
|
329
$20K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
305+ 35.67% |
$15.6K - $17.8K
|
1.16K
$70.5K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
299+ 149.5% |
$15.3K - $17.4K
|
499
$30.3K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
299+ 5.65% |
$15.3K - $17.4K
|
5.6K
$340K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
292+ 6.44% |
$14.9K - $17K
|
4.83K
$294K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
269+ 1.1% |
$13.7K - $15.7K
|
24.6K
$1.5M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
262New |
$13.4K - $15.3K
|
262
$15.9K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
250+ 2.36% |
$12.8K - $14.6K
|
10.8K
$659K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
245+ 3062.5% |
$12.5K - $14.3K
|
253
$15.4K
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
205+ 0.77% |
$10.5K - $11.9K
|
26.7K
$1.62M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
204New |
$10.4K - $11.9K
|
204
$12.4K
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
202+ 0.95% |
$10.3K - $11.8K
|
21.5K
$1.31M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
187New |
$9.54K - $10.9K
|
187
$11.4K
|
|
Apr 11, 2022
Q1 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
175+ 0.87% |
$8.93K - $10.2K
|
20.3K
$1.24M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
146New |
$7.45K - $8.5K
|
146
$8.88K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
131+ 9.41% |
$6.68K - $7.63K
|
1.52K
$92.6K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130+ 3.39% |
$6.63K - $7.57K
|
3.96K
$241K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
123+ 2.18% |
$6.28K - $7.16K
|
5.77K
$351K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
119New |
$6.07K - $6.93K
|
119
$7.24K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
111New |
$5.66K - $6.47K
|
111
$6.75K
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
94+ 0.03% |
$4.8K - $5.48K
|
271K
$16.5M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
83+ 0.8% |
$4.23K - $4.83K
|
10.5K
$637K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 225.0% |
$4.13K - $4.72K
|
117
$7.11K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
75New |
$3.83K - $4.37K
|
75
$4.56K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
62+ 1.19% |
$3.16K - $3.61K
|
5.26K
$320K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48New |
$2.45K - $2.8K
|
48
$2.92K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
34+ 0.47% |
$1.73K - $1.98K
|
7.28K
$443K
|
|
May 12, 2022
Q1 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
28+ 0.01% |
$1.43K - $1.63K
|
278K
$16.9M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.02K - $1.17K
|
20
$1.22K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.73% |
$561 - $641
|
1.51K
$91.9K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 0.3% |
$459 - $524
|
3.04K
$185K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$306 - $350
|
10.7K
$648K
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.27% |
$204 - $233
|
1.49K
$90.4K
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.04% |
$204 - $233
|
11K
$671K
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4+ 1.42% |
$204 - $233
|
285
$17.3K
|