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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-700- 35.0% |
$35.7K - $40.8K
|
1.3K
$74.3K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-728- 44.04% |
$37.1K - $42.4K
|
925
$52.9K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-739- 8.74% |
$37.7K - $43K
|
7.72K
$441K
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-928- 19.33% |
$47.3K - $54.1K
|
3.87K
$222K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-931- 47.31% |
$47.5K - $54.2K
|
1.04K
$59.3K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-947- 6.05% |
$48.3K - $55.2K
|
14.7K
$841K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.13KClosed |
$57.6K - $65.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.2K- 7.67% |
$61.1K - $69.8K
|
14.4K
$825K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.24K- 22.58% |
$63.5K - $72.5K
|
4.27K
$244K
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-1.3K- 15.66% |
$66.3K - $75.7K
|
7K
$400K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.31K- 11.28% |
$66.8K - $76.3K
|
10.3K
$589K
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.35K- 17.15% |
$68.9K - $78.6K
|
6.52K
$373K
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-1.65K- 6.5% |
$84.2K - $96.1K
|
23.7K
$1.36M
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-1.85KClosed |
$94.3K - $108K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.87K- 16.78% |
$95.2K - $109K
|
9.25K
$529K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.91KClosed |
$97.2K - $111K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.13K- 0.31% |
$109K - $124K
|
677K
$38.7M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.24K- 16.97% |
$114K - $131K
|
11K
$627K
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.85K- 14.87% |
$146K - $166K
|
16.3K
$933K
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-2.89K- 15.75% |
$147K - $168K
|
15.5K
$884K
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3K- 29.72% |
$153K - $175K
|
7.1K
$406K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$161K - $183K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-3.53KClosed |
$180K - $205K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.82K- 2.53% |
$195K - $223K
|
147K
$8.41M
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.93K- 1.9% |
$201K - $229K
|
203K
$11.6M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.95KClosed |
$202K - $230K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-4.25K- 3.27% |
$217K - $247K
|
126K
$7.19M
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.49KClosed |
$229K - $262K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.03K- 24.35% |
$308K - $351K
|
18.7K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.28K- 64.91% |
$320K - $366K
|
3.39K
$194K
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-6.45KClosed |
$329K - $376K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-6.51KClosed |
$332K - $379K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6.59K- 9.56% |
$336K - $384K
|
62.3K
$3.56M
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-6.85KClosed |
$349K - $399K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.99K- 32.58% |
$357K - $407K
|
14.5K
$827K
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.32KClosed |
$373K - $426K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.32KClosed |
$373K - $426K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.41K- 46.09% |
$378K - $432K
|
8.67K
$496K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.69K- 2.86% |
$443K - $506K
|
295K
$16.9M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.67K- 2.37% |
$493K - $563K
|
398K
$22.8M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.98K- 3.52% |
$509K - $581K
|
274K
$15.7M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.6KClosed |
$541K - $617K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-11.1K- 54.93% |
$568K - $648K
|
9.13K
$522K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12K- 5.58% |
$615K - $702K
|
204K
$11.7M
|
|
May 13, 2022
Q1 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-12.2K- 59.58% |
$624K - $713K
|
8.3K
$475K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.9K- 1.11% |
$660K - $753K
|
1.15M
$65.9M
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-14.9K- 8.12% |
$760K - $868K
|
169K
$9.65M
|
|
Apr 12, 2022
Q1 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-17.5K- 3.62% |
$891K - $1.02M
|
465K
$26.6M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-17.9KClosed |
$913K - $1.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-19.2K- 33.8% |
$977K - $1.12M
|
37.5K
$2.15M
|