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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9New |
$450 - $497
|
9
$496
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 1.07% |
$100 - $110
|
189
$10.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$100 - $110
|
1.53K
$84.5K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 4.08% |
$100 - $110
|
51
$2.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.55% |
$50 - $55.2
|
182
$10K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.72% |
$50 - $55.2
|
140
$7.72K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$50 - $55.2
|
5.66K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7- 0.14% |
$350 - $386
|
5.13K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-7- 0.05% |
$350 - $386
|
14K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 6.37% |
$500 - $552
|
147
$8.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 0.66% |
$850 - $938
|
2.56K
$141K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-43- 4.37% |
$2.15K - $2.37K
|
940
$51.8K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-54- 0.56% |
$2.7K - $2.98K
|
9.56K
$527K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-70- 0.34% |
$3.5K - $3.86K
|
20.6K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 4.47% |
$5K - $5.52K
|
2.14K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-115- 0.65% |
$5.75K - $6.34K
|
17.6K
$968K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-130- 26.0% |
$6.5K - $7.17K
|
370
$20.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-148- 0.84% |
$7.4K - $8.17K
|
17.5K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-184- 3.61% |
$9.2K - $10.2K
|
4.91K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-196- 3.54% |
$9.8K - $10.8K
|
5.34K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-198- 1.67% |
$9.9K - $10.9K
|
11.6K
$641K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 15.38% |
$10K - $11K
|
1.1K
$60.6K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-222- 3.75% |
$11.1K - $12.2K
|
5.7K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-266- 3.92% |
$13.3K - $14.7K
|
6.53K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-278- 3.72% |
$13.9K - $15.3K
|
7.2K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-324- 2.98% |
$16.2K - $17.9K
|
10.5K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 29.23% |
$16.3K - $17.9K
|
787
$43.4K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-385- 3.21% |
$19.3K - $21.2K
|
11.6K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-400- 7.66% |
$20K - $22.1K
|
4.82K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-416- 50.3% |
$20.8K - $23K
|
411
$22.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-450- 9.97% |
$22.5K - $24.8K
|
4.06K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-473- 0.77% |
$23.7K - $26.1K
|
60.7K
$3.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-475- 66.53% |
$23.8K - $26.2K
|
239
$13.2K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-500- 13.51% |
$25K - $27.6K
|
3.2K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-509- 18.61% |
$25.5K - $28.1K
|
2.23K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-527- 5.34% |
$26.4K - $29.1K
|
9.34K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-620- 4.39% |
$31K - $34.2K
|
13.5K
$744K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-694- 3.47% |
$34.7K - $38.3K
|
19.3K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-700- 34.81% |
$35K - $38.6K
|
1.31K
$72.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-700- 0.98% |
$35K - $38.6K
|
70.4K
$3.88M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-702- 33.57% |
$35.1K - $38.7K
|
1.39K
$76.6K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-747- 6.5% |
$37.4K - $41.2K
|
10.8K
$593K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-786- 6.89% |
$39.3K - $43.4K
|
10.6K
$586K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-799- 2.51% |
$40K - $44.1K
|
31K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-825- 20.16% |
$41.3K - $45.5K
|
3.27K
$180K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-845- 14.46% |
$42.3K - $46.6K
|
5K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-853- 3.29% |
$42.7K - $47.1K
|
25.1K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-962- 2.02% |
$48.1K - $53.1K
|
46.6K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-1K- 7.91% |
$50K - $55.2K
|
11.6K
$642K
|