Purchases and Sales Made in Q1 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q1 2023. 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 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.2K+ 1.57% |
$1.11M - $1.3M
|
1.63M
$91.5M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.8K+ 3.52% |
$1.09M - $1.28M
|
730K
$40.9M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
24.6KNew |
$1.09M - $1.27M
|
24.6K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 104.67% |
$1.01M - $1.18M
|
44.8K
$2.51M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
21.1KNew |
$930K - $1.08M
|
21.1K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
20.6K+ 13.03% |
$909K - $1.06M
|
179K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.3K+ 11.05% |
$896K - $1.04M
|
204K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
19.6KNew |
$862K - $1.01M
|
19.6K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
15.8K+ 52.15% |
$697K - $812K
|
46.1K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
15.6K+ 795.46% |
$688K - $802K
|
17.6K
$983K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14K+ 24.69% |
$619K - $722K
|
70.9K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9K+ 127.18% |
$611K - $712K
|
24.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
13.2KNew |
$582K - $679K
|
13.2K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$576K - $672K
|
13.1K
$731K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
12.2K+ 101341.67% |
$536K - $625K
|
12.2K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 11.18% |
$459K - $535K
|
103K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.4K+ 0.65% |
$458K - $535K
|
1.62M
$90.8M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10K+ 94.77% |
$442K - $516K
|
20.6K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.74KNew |
$430K - $501K
|
9.74K
$545K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.69K+ 35.11% |
$427K - $498K
|
37.3K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
9.66K+ 2.8% |
$426K - $497K
|
354K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.14K+ 3.1% |
$403K - $470K
|
304K
$17M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
8.9K+ 3.18% |
$392K - $458K
|
289K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.86KNew |
$391K - $456K
|
8.86K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.64K+ 45.33% |
$381K - $444K
|
27.7K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.99K+ 145.91% |
$352K - $411K
|
13.5K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.97KNew |
$351K - $410K
|
7.97K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.78K+ 5.17% |
$343K - $400K
|
158K
$8.86M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
7.76K+ 3.52% |
$342K - $399K
|
229K
$12.8M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.53K+ 17.6% |
$332K - $387K
|
50.4K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$330K - $385K
|
7.49K
$419K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
7.44K+ 1.66% |
$328K - $383K
|
457K
$25.6M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.31KNew |
$322K - $376K
|
7.31K
$409K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.84K+ 26.34% |
$302K - $352K
|
32.8K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.64KNew |
$293K - $341K
|
6.64K
$372K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.26KNew |
$276K - $322K
|
6.26K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.2K+ 18.29% |
$273K - $319K
|
40.1K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.93K+ 6.04% |
$261K - $305K
|
104K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
5.79K+ 4.3% |
$255K - $298K
|
140K
$7.86M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.62K+ 8.03% |
$248K - $289K
|
75.6K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.58KNew |
$246K - $287K
|
5.58K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.44K+ 2.12% |
$240K - $279K
|
262K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.35K+ 32.78% |
$236K - $275K
|
21.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.04K+ 17.63% |
$222K - $259K
|
33.6K
$1.88M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
5K+ 19.61% |
$220K - $257K
|
30.5K
$1.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.85KNew |
$214K - $249K
|
4.85K
$272K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.76K+ 2.45% |
$210K - $245K
|
199K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$208K - $243K
|
4.72K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.57K+ 11.85% |
$201K - $235K
|
43.1K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.46K+ 17.16% |
$197K - $229K
|
30.4K
$1.7M
|