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 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
568New |
$25K - $29.2K
|
568
$31.8K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
531+ 12.32% |
$23.4K - $27.3K
|
4.84K
$271K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
476New |
$21K - $24.5K
|
476
$26.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
420New |
$18.5K - $21.6K
|
420
$23.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
400+ 0.94% |
$17.6K - $20.6K
|
42.9K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
370+ 6.72% |
$16.3K - $19K
|
5.88K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
342+ 2.71% |
$15.1K - $17.6K
|
13K
$726K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
320+ 2.46% |
$14.1K - $16.5K
|
13.3K
$747K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
258+ 1.42% |
$11.4K - $13.3K
|
18.4K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
209New |
$9.21K - $10.7K
|
209
$11.7K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
200+ 0.37% |
$8.82K - $10.3K
|
54.3K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
196+ 1.06% |
$8.64K - $10.1K
|
18.8K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
191+ 11.44% |
$8.42K - $9.82K
|
1.86K
$104K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
182New |
$8.02K - $9.36K
|
182
$10.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
BUY
|
- |
180+ 0.15% |
$7.94K - $9.26K
|
123K
$6.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167New |
$7.36K - $8.59K
|
167
$9.35K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
163+ 3.64% |
$7.19K - $8.38K
|
4.65K
$260K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144+ 3.28% |
$6.35K - $7.4K
|
4.53K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
140+ 3.55% |
$6.17K - $7.2K
|
4.08K
$229K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$5.38K - $6.27K
|
122
$6.83K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 3.48% |
$5.07K - $5.91K
|
3.42K
$191K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
112New |
$4.94K - $5.76K
|
112
$6.27K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
109+ 115.96% |
$4.81K - $5.6K
|
203
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
101+ 0.91% |
$4.45K - $5.19K
|
11.2K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 0.63% |
$4.19K - $4.88K
|
15.1K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
94New |
$4.14K - $4.83K
|
94
$5.26K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86+ 1.4% |
$3.79K - $4.42K
|
6.24K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
77+ 1.42% |
$3.39K - $3.96K
|
5.5K
$308K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 0.63% |
$1.94K - $2.26K
|
7.02K
$393K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
38+ 0.85% |
$1.68K - $1.95K
|
4.51K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.13% |
$1.32K - $1.54K
|
23K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
27+ 65.85% |
$1.19K - $1.39K
|
68
$3.81K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 0.88% |
$1.19K - $1.39K
|
3.11K
$174K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 2.94% |
$1.19K - $1.39K
|
946
$53K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 6.72% |
$397 - $463
|
143
$8.01K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$265 - $309
|
6
$336
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$265 - $309
|
1.51K
$84.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.05% |
$176 - $206
|
384
$21.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$88.2 - $103
|
1.53K
$85.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.57% |
$44.1 - $51.4
|
176
$9.85K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$44.1 - $51.4
|
5.23K
$293K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 2.44% |
$88.2 - $103
|
80
$4.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 0.11% |
$176 - $206
|
3.6K
$202K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9- 1.52% |
$397 - $463
|
582
$32.6K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-11- 0.09% |
$485 - $566
|
12.4K
$692K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-18- 0.29% |
$794 - $926
|
6.09K
$341K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-18- 0.72% |
$794 - $926
|
2.49K
$139K
|