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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.4KNew |
$194K - $226K
|
4.4K
$246K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.3KNew |
$189K - $221K
|
4.3K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
4.29K+ 4.46% |
$189K - $221K
|
101K
$5.63M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.2K+ 0.95% |
$185K - $216K
|
444K
$24.9M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
3.39K+ 2.85% |
$149K - $174K
|
122K
$6.85M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.22K+ 14.8% |
$142K - $165K
|
24.9K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.18K+ 13.84% |
$140K - $163K
|
26.1K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.11K+ 5.67% |
$137K - $160K
|
57.9K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
2.91K+ 922.54% |
$128K - $149K
|
3.22K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 49.65% |
$124K - $145K
|
8.49K
$475K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 18.56% |
$123K - $144K
|
17.9K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.48K+ 57.15% |
$109K - $127K
|
6.81K
$381K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.45KNew |
$108K - $126K
|
2.45K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.4KNew |
$106K - $123K
|
2.4K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.4K+ 7.86% |
$106K - $123K
|
32.9K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.06K+ 22.23% |
$90.9K - $106K
|
11.3K
$634K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2K+ 20.43% |
$88.3K - $103K
|
11.8K
$661K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.98KNew |
$87.1K - $102K
|
1.98K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.89K+ 35.73% |
$83.2K - $97K
|
7.17K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.86K+ 133.41% |
$81.9K - $95.5K
|
3.25K
$182K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.83K+ 3.25% |
$80.8K - $94.3K
|
58.2K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 7.61% |
$78.7K - $91.8K
|
25.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 9.77% |
$70.4K - $82.1K
|
18K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.52K+ 2.55% |
$67.1K - $78.3K
|
61.1K
$3.42M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.34K+ 27.05% |
$58.9K - $68.6K
|
6.27K
$351K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25K+ 106.55% |
$55.2K - $64.4K
|
2.43K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.25KNew |
$55.2K - $64.4K
|
1.25K
$70.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 26.36% |
$52.8K - $61.6K
|
5.74K
$321K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16KNew |
$51.2K - $59.8K
|
1.16K
$65K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 10.36% |
$50.5K - $58.9K
|
12.2K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.1K+ 3.14% |
$48.5K - $56.6K
|
36.1K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
1.1K+ 1.67% |
$48.5K - $56.6K
|
66.9K
$3.74M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.05K+ 11.78% |
$46.1K - $53.7K
|
9.92K
$555K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
991+ 6.01% |
$43.7K - $51K
|
17.5K
$978K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
895+ 382.48% |
$39.5K - $46K
|
1.13K
$63.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
855+ 12.6% |
$37.7K - $44K
|
7.64K
$428K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
843+ 18.71% |
$37.2K - $43.3K
|
5.35K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
809New |
$35.7K - $41.6K
|
809
$45.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$35.3K - $41.1K
|
800
$44.8K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
795New |
$35.1K - $40.9K
|
795
$44.5K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
737+ 42.19% |
$32.5K - $37.9K
|
2.48K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
702+ 3.27% |
$31K - $36.1K
|
22.2K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
669+ 10.32% |
$29.5K - $34.4K
|
7.15K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
665New |
$29.3K - $34.2K
|
665
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
660+ 4.35% |
$29.1K - $33.9K
|
15.8K
$886K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
660+ 3.23% |
$29.1K - $33.9K
|
21.1K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
633New |
$27.9K - $32.5K
|
633
$35.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
613+ 4.92% |
$27K - $31.5K
|
13.1K
$731K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
602+ 2.95% |
$26.5K - $31K
|
21K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
588+ 23.67% |
$25.9K - $30.2K
|
3.07K
$172K
|