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 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
397New |
$19.9K - $21.9K
|
397
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
380New |
$19K - $21K
|
380
$23.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
366+ 3.0% |
$18.3K - $20.2K
|
12.6K
$769K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
365+ 8.78% |
$18.3K - $20.1K
|
4.52K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
354+ 0.89% |
$17.7K - $19.5K
|
40.2K
$2.46M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
330New |
$16.5K - $18.2K
|
330
$20.2K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
308+ 6.24% |
$15.4K - $17K
|
5.25K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
304New |
$15.2K - $16.8K
|
304
$18.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
272+ 3.37% |
$13.6K - $15K
|
8.33K
$510K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
249+ 2.13% |
$12.5K - $13.7K
|
12K
$731K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
238+ 0.27% |
$11.9K - $13.1K
|
89.3K
$5.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
230+ 696.97% |
$11.5K - $12.7K
|
263
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 180.65% |
$11.2K - $12.4K
|
348
$21.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
221+ 2.19% |
$11.1K - $12.2K
|
10.3K
$630K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
150+ 1.57% |
$7.5K - $8.28K
|
9.68K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
149+ 3.35% |
$7.45K - $8.22K
|
4.6K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
139New |
$6.95K - $7.67K
|
139
$8.5K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
137+ 1.44% |
$6.85K - $7.56K
|
9.65K
$590K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.17% |
$6.55K - $7.23K
|
4.26K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
114+ 2.09% |
$5.7K - $6.29K
|
5.57K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
100+ 1.42% |
$5K - $5.52K
|
7.12K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
96+ 1.45% |
$4.8K - $5.3K
|
6.7K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87+ 61.27% |
$4.35K - $4.8K
|
229
$14K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
77+ 1.69% |
$3.85K - $4.25K
|
4.63K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
76+ 1.05% |
$3.8K - $4.19K
|
7.3K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68+ 0.7% |
$3.4K - $3.75K
|
9.83K
$601K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64+ 21.92% |
$3.2K - $3.53K
|
356
$21.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 14.25% |
$2.55K - $2.81K
|
409
$25K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
47New |
$2.35K - $2.59K
|
47
$2.88K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 2.17% |
$2.3K - $2.54K
|
2.17K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$2.25K - $2.48K
|
45
$2.75K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
45+ 63.38% |
$2.25K - $2.48K
|
116
$7.1K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
44+ 0.1% |
$2.2K - $2.43K
|
42.6K
$2.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 2.18% |
$2.15K - $2.37K
|
2.01K
$123K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
37+ 0.8% |
$1.85K - $2.04K
|
4.66K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.55% |
$1.8K - $1.99K
|
6.53K
$400K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$1.5K - $1.66K
|
30
$1.84K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.39% |
$1.35K - $1.49K
|
6.89K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
27+ 0.69% |
$1.35K - $1.49K
|
3.94K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
26New |
$1.3K - $1.43K
|
26
$1.59K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
25+ 0.86% |
$1.25K - $1.38K
|
2.93K
$179K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 0.65% |
$1.15K - $1.27K
|
3.58K
$219K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.43% |
$1K - $1.1K
|
4.64K
$284K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
19+ 0.01% |
$950 - $1.05K
|
231K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
19+ 0.01% |
$950 - $1.05K
|
231K
$14.1M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.22% |
$900 - $993
|
8.02K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
15New |
$750 - $828
|
15
$918
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13+ 0.21% |
$650 - $717
|
6.17K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 0.24% |
$600 - $662
|
5.09K
$311K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9New |
$450 - $497
|
9
$551
|