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 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23- 0.5% |
$1.01K - $1.18K
|
4.62K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 22.08% |
$1.5K - $1.75K
|
120
$6.72K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40- 0.32% |
$1.76K - $2.06K
|
12.4K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-42- 3.98% |
$1.85K - $2.16K
|
1.01K
$56.7K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-64- 0.8% |
$2.82K - $3.29K
|
7.94K
$444K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-66- 1.45% |
$2.91K - $3.39K
|
4.48K
$251K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 8.62% |
$3.17K - $3.7K
|
763
$42.7K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-83- 1.65% |
$3.66K - $4.27K
|
4.95K
$277K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-89- 58.94% |
$3.92K - $4.58K
|
62
$3.47K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-98- 9.84% |
$4.32K - $5.04K
|
898
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 5.49% |
$4.41K - $5.14K
|
1.72K
$96.3K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-122- 2.67% |
$5.38K - $6.27K
|
4.45K
$249K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 26.05% |
$5.73K - $6.68K
|
369
$20.7K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-198- 1.8% |
$8.73K - $10.2K
|
10.8K
$605K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-211- 2.04% |
$9.3K - $10.8K
|
10.1K
$567K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-238- 85.61% |
$10.5K - $12.2K
|
40
$2.24K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-247- 0.06% |
$10.9K - $12.7K
|
418K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-250- 0.55% |
$11K - $12.9K
|
45.1K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-271- 1.1% |
$11.9K - $13.9K
|
24.5K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-282- 0.97% |
$12.4K - $14.5K
|
28.8K
$1.61M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-284- 1.55% |
$12.5K - $14.6K
|
18K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-290- 3.27% |
$12.8K - $14.9K
|
8.58K
$480K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-294- 5.21% |
$13K - $15.1K
|
5.35K
$299K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
SELL
|
- |
-310- 4.43% |
$13.7K - $15.9K
|
6.69K
$375K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-379- 0.76% |
$16.7K - $19.5K
|
49.3K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-393- 0.37% |
$17.3K - $20.2K
|
105K
$5.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 49.14% |
$17.6K - $20.6K
|
414
$23.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-463- 22.94% |
$20.4K - $23.8K
|
1.56K
$87K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-466- 3.07% |
$20.5K - $24K
|
14.7K
$823K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-470- 7.31% |
$20.7K - $24.2K
|
5.96K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-517- 1.95% |
$22.8K - $26.6K
|
25.9K
$1.45M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-538- 13.61% |
$23.7K - $27.7K
|
3.42K
$191K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-548- 1.66% |
$24.2K - $28.2K
|
32.5K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-570- 4.01% |
$25.1K - $29.3K
|
13.7K
$764K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-589- 11.01% |
$26K - $30.3K
|
4.76K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-602- 8.17% |
$26.5K - $31K
|
6.77K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-700- 11.74% |
$30.9K - $36K
|
5.26K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-706- 6.75% |
$31.1K - $36.3K
|
9.75K
$546K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-895- 79.27% |
$39.5K - $46K
|
234
$13.1K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-965- 7.78% |
$42.5K - $49.6K
|
11.4K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.02K- 0.36% |
$44.8K - $52.2K
|
282K
$15.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.61K- 13.09% |
$71K - $82.8K
|
10.7K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 9.07% |
$81.1K - $94.6K
|
18.4K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.84K- 13.34% |
$81.3K - $94.8K
|
12K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 7.35% |
$89.9K - $105K
|
25.7K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.11K- 0.27% |
$92.8K - $108K
|
780K
$43.7M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.13K- 12.53% |
$93.8K - $109K
|
14.8K
$831K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 25.49% |
$95.6K - $112K
|
6.34K
$355K
|
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-2.3K- 12.3% |
$101K - $118K
|
16.4K
$918K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.35K- 90.23% |
$103K - $121K
|
254
$14.2K
|