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 |
---|---|---|---|---|---|---|---|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.34% |
$102 - $117
|
588
$35.8K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.04% |
$102 - $117
|
4.58K
$278K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$102 - $117
|
1.3K
$79.3K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$51 - $58.3
|
5.46K
$332K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.59% |
$51 - $58.3
|
170
$10.3K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-6Closed |
$306 - $350
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 0.64% |
$408 - $466
|
1.24K
$75.1K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14Closed |
$714 - $816
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-14- 2.33% |
$714 - $816
|
586
$35.6K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-18- 0.13% |
$918 - $1.05K
|
14.2K
$866K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-35- 1.41% |
$1.79K - $2.04K
|
2.45K
$149K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.56% |
$1.89K - $2.16K
|
6.57K
$399K
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
SELL
|
- |
-50- 0.39% |
$2.55K - $2.91K
|
12.9K
$783K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 11.16% |
$2.81K - $3.2K
|
438
$26.6K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-75- 0.3% |
$3.83K - $4.37K
|
25K
$1.52M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 3.07% |
$4.29K - $4.89K
|
2.65K
$161K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-116- 0.46% |
$5.92K - $6.76K
|
25K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-121Closed |
$6.17K - $7.05K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-146- 3.62% |
$7.45K - $8.5K
|
3.89K
$236K
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-166- 2.54% |
$8.47K - $9.67K
|
6.36K
$387K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-185- 4.24% |
$9.44K - $10.8K
|
4.18K
$254K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-194- 1.51% |
$9.9K - $11.3K
|
12.6K
$768K
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-197- 5.53% |
$10.1K - $11.5K
|
3.37K
$205K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-252- 1.09% |
$12.9K - $14.7K
|
22.9K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-253Closed |
$12.9K - $14.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-255- 0.53% |
$13K - $14.9K
|
47.6K
$2.89M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-256Closed |
$13.1K - $14.9K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-271- 2.57% |
$13.8K - $15.8K
|
10.3K
$625K
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-302- 2.93% |
$15.4K - $17.6K
|
10K
$608K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-304- 7.8% |
$15.5K - $17.7K
|
3.6K
$219K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-345- 1.54% |
$17.6K - $20.1K
|
22.1K
$1.34M
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-366- 49.93% |
$18.7K - $21.3K
|
367
$22.3K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-369- 4.11% |
$18.8K - $21.5K
|
8.6K
$523K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-402Closed |
$20.5K - $23.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-413- 4.26% |
$21.1K - $24.1K
|
9.28K
$564K
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-418- 9.15% |
$21.3K - $24.3K
|
4.15K
$252K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-423- 43.52% |
$21.6K - $24.6K
|
549
$33.4K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-452Closed |
$23.1K - $26.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-475Closed |
$24.2K - $27.7K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-491- 2.83% |
$25.1K - $28.6K
|
16.9K
$1.03M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$25.5K - $29.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-503- 8.19% |
$25.7K - $29.3K
|
5.64K
$343K
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-560- 0.52% |
$28.6K - $32.6K
|
107K
$6.52M
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-581- 8.57% |
$29.6K - $33.8K
|
6.2K
$377K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-646- 10.83% |
$33K - $37.6K
|
5.32K
$323K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-684- 1.38% |
$34.9K - $39.8K
|
48.7K
$2.96M
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-700- 35.0% |
$35.7K - $40.8K
|
1.3K
$79.1K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-728- 44.04% |
$37.1K - $42.4K
|
925
$56.2K
|