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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 13.92% |
$53K - $58.5K
|
6.56K
$399K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.19K- 76.29% |
$59.4K - $65.5K
|
369
$22.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.2K- 6.33% |
$60K - $66.2K
|
17.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 15.92% |
$60.5K - $66.8K
|
6.39K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 10.3% |
$63.6K - $70.1K
|
11.1K
$675K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.28K- 9.73% |
$63.8K - $70.3K
|
11.8K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.43K- 0.46% |
$71.3K - $78.7K
|
310K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 27.83% |
$83.2K - $91.7K
|
4.31K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.69K- 4.84% |
$84.3K - $93K
|
33.2K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.8K- 5.15% |
$89.8K - $99.1K
|
33.1K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.04K- 0.48% |
$102K - $112K
|
421K
$25.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-2.18K- 20.32% |
$109K - $120K
|
8.53K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.21K- 22.49% |
$110K - $122K
|
7.6K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.6K- 2.58% |
$130K - $143K
|
97.9K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.03K- 1.69% |
$152K - $167K
|
176K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.37K- 1.15% |
$168K - $186K
|
290K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.5K- 4.44% |
$175K - $193K
|
75.3K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.62K- 33.93% |
$181K - $200K
|
7.04K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-3.71K- 0.94% |
$185K - $205K
|
389K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4.16K- 7.37% |
$208K - $230K
|
52.3K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.06K- 84.01% |
$253K - $279K
|
963
$58.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-5.31K- 0.84% |
$266K - $293K
|
627K
$38.2M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.97K- 0.62% |
$348K - $384K
|
1.12M
$68.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.03K- 40.44% |
$352K - $388K
|
10.4K
$631K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.43K- 0.09% |
$422K - $465K
|
9.72M
$592M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-8.64K- 25.83% |
$432K - $477K
|
24.8K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-8.72K- 0.31% |
$436K - $481K
|
2.8M
$170M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.93K- 56.25% |
$497K - $548K
|
7.73K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.3K- 4.01% |
$513K - $566K
|
246K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-11K- 70.98% |
$548K - $605K
|
4.48K
$273K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.2K- 9.82% |
$609K - $672K
|
112K
$6.81M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-13.9K- 1.77% |
$696K - $768K
|
772K
$47M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14.1K- 42.63% |
$705K - $778K
|
19K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.4K- 32.72% |
$722K - $796K
|
29.7K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-16.8K- 1.99% |
$840K - $927K
|
826K
$50.3M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-20.9K- 16.97% |
$1.05M - $1.16M
|
102K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-22.5K- 44.23% |
$1.13M - $1.24M
|
28.4K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-23K- 18.06% |
$1.15M - $1.27M
|
105K
$6.37M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-23.8K- 1.69% |
$1.19M - $1.31M
|
1.39M
$84.5M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24.3K- 3.26% |
$1.21M - $1.34M
|
720K
$43.9M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-24.9K- 2.93% |
$1.25M - $1.37M
|
826K
$50.3M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-27.5K- 19.47% |
$1.37M - $1.51M
|
114K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-31.7K- 1.23% |
$1.59M - $1.75M
|
2.55M
$155M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-35K- 5.02% |
$1.75M - $1.93M
|
661K
$40.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-41K- 14.79% |
$2.05M - $2.26M
|
236K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-43K- 47.74% |
$2.15M - $2.37M
|
47.1K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-50.2K- 15.33% |
$2.51M - $2.77M
|
277K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-51.5K- 92.66% |
$2.58M - $2.84M
|
4.08K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-51.7K- 48.72% |
$2.59M - $2.85M
|
54.4K
$3.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-68.8K- 10.15% |
$3.44M - $3.8M
|
609K
$37.1M
|