Purchases and Sales Made in Q1 2024 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q1 2024. 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 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.98K+ 99.58% |
$249K - $275K
|
9.98K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.79K+ 15.52% |
$239K - $264K
|
35.6K
$2.02M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$223K - $246K
|
4.46K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.31KNew |
$216K - $238K
|
4.31K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.28K+ 14.58% |
$214K - $236K
|
33.6K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.25KNew |
$212K - $234K
|
4.25K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.15K+ 10.32% |
$207K - $229K
|
44.3K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.02KNew |
$201K - $222K
|
4.02K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4K+ 95.24% |
$200K - $221K
|
8.2K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.9K+ 25.27% |
$195K - $215K
|
19.3K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9KNew |
$195K - $215K
|
3.9K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$192K - $212K
|
3.85K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Heathbridge Capital Management Ltd.
|
BUY
|
- |
3.8KNew |
$190K - $210K
|
3.8K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.79K+ 8.86% |
$190K - $209K
|
46.6K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
3.71KNew |
$185K - $205K
|
3.71K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.58KNew |
$179K - $198K
|
3.58K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.53K+ 907.97% |
$177K - $195K
|
3.92K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.49K+ 0.23% |
$175K - $193K
|
1.53M
$86.4M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.42K+ 3.37% |
$171K - $189K
|
105K
$5.95M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
3.39K+ 24.56% |
$169K - $187K
|
17.2K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.01K+ 21.95% |
$150K - $166K
|
16.7K
$946K
|
|
|
May 07, 2024
Q1 2024
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
BUY
|
- |
2.91K+ 1.87% |
$145K - $160K
|
158K
$8.96M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.84K+ 8.6% |
$142K - $157K
|
35.9K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.83K+ 7.37% |
$142K - $156K
|
41.3K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 26.85% |
$136K - $149K
|
12.8K
$725K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.66K+ 16.74% |
$133K - $147K
|
18.5K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.55K+ 2.64% |
$128K - $141K
|
99.1K
$5.61M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.44K+ 0.05% |
$122K - $135K
|
4.96M
$281M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
BUY
|
- |
2.4K+ 1.61% |
$120K - $132K
|
151K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.4KNew |
$120K - $132K
|
2.4K
$136K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24K+ 6.59% |
$112K - $124K
|
36.2K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.84K+ 3.16% |
$92.1K - $102K
|
60.1K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 8.32% |
$82.9K - $91.4K
|
21.6K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.64K+ 22.45% |
$82K - $90.5K
|
8.95K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.41KNew |
$70.4K - $77.7K
|
1.41K
$79.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.4KNew |
$70K - $77.2K
|
1.4K
$79.3K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.36K+ 23.7% |
$68.1K - $75.1K
|
7.11K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.31K+ 0.09% |
$65.7K - $72.5K
|
1.38M
$78.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 3.85% |
$64.1K - $70.7K
|
34.6K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
1.2K+ 2.07% |
$60K - $66.2K
|
59.2K
$3.36M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.01K+ 268.0% |
$50.3K - $55.4K
|
1.38K
$78.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
928New |
$46.4K - $51.2K
|
928
$52.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
880+ 11.38% |
$44K - $48.5K
|
8.61K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
787New |
$39.4K - $43.4K
|
787
$44.6K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
726+ 13.78% |
$36.3K - $40.1K
|
6K
$340K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
709+ 37.12% |
$35.5K - $39.1K
|
2.62K
$148K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
609New |
$30.5K - $33.6K
|
609
$34.5K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
574+ 2.57% |
$28.7K - $31.7K
|
22.9K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
475+ 13.65% |
$23.8K - $26.2K
|
3.95K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
461+ 6.67% |
$23.1K - $25.4K
|
7.38K
$418K
|