Purchases and Sales Made in Q1 2025 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q1 2025. 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, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 25.95% |
$90.6K - $99.2K
|
8.14K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.65K+ 19.18% |
$88.9K - $97.4K
|
10.2K
$661K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.55K+ 3.95% |
$83.6K - $91.6K
|
40.7K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 20.43% |
$77.5K - $84.9K
|
8.45K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.31K+ 1.66% |
$70.7K - $77.4K
|
80K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.28KNew |
$69.3K - $75.9K
|
1.28K
$82.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.13K+ 4.55% |
$60.9K - $66.6K
|
25.9K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.12K+ 0.09% |
$60.3K - $66K
|
1.28M
$82.6M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.1K+ 0.39% |
$59.5K - $65.1K
|
281K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.1K+ 5.87% |
$59.3K - $64.9K
|
19.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.03K+ 4.25% |
$55.5K - $60.8K
|
25.2K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 4.28% |
$55.2K - $60.5K
|
24.9K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
985+ 0.86% |
$53.2K - $58.3K
|
116K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
869+ 0.05% |
$47K - $51.4K
|
1.84M
$119M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
817+ 1.79% |
$44.2K - $48.4K
|
46.5K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
816+ 14.47% |
$44.1K - $48.3K
|
6.46K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
781+ 0.61% |
$42.2K - $46.2K
|
129K
$8.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
761+ 13.79% |
$41.1K - $45K
|
6.28K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
760+ 3.98% |
$41.1K - $45K
|
19.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
752+ 14.26% |
$40.6K - $44.5K
|
6.03K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
590+ 17.15% |
$31.9K - $34.9K
|
4.03K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
559+ 13.61% |
$30.2K - $33.1K
|
4.67K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
428+ 11.51% |
$23.1K - $25.3K
|
4.15K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
423+ 7.15% |
$22.9K - $25K
|
6.34K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
421+ 2.43% |
$22.8K - $24.9K
|
17.7K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
421+ 1.59% |
$22.8K - $24.9K
|
27K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
385+ 164.53% |
$20.8K - $22.8K
|
619
$40K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
364+ 6.53% |
$19.7K - $21.5K
|
5.94K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
357+ 12.09% |
$19.3K - $21.1K
|
3.31K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
357+ 5.06% |
$19.3K - $21.1K
|
7.42K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
342+ 4.9% |
$18.5K - $20.2K
|
7.33K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
316+ 1.2% |
$17.1K - $18.7K
|
26.7K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
300+ 0.1% |
$16.2K - $17.8K
|
315K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
276+ 0.58% |
$14.9K - $16.3K
|
48.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
254+ 32.23% |
$13.7K - $15K
|
1.04K
$67.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
252+ 2.42% |
$13.6K - $14.9K
|
10.6K
$688K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
251+ 5.78% |
$13.6K - $14.9K
|
4.59K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 7.61% |
$13.1K - $14.4K
|
3.44K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 53.23% |
$12.5K - $13.7K
|
665
$43K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
205New |
$11.1K - $12.1K
|
205
$13.3K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 0.36% |
$10.8K - $11.8K
|
55.4K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 6.24% |
$10.8K - $11.8K
|
3.4K
$220K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
181+ 4.36% |
$9.78K - $10.7K
|
4.33K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
180+ 1.69% |
$9.73K - $10.7K
|
10.8K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
178New |
$9.62K - $10.5K
|
178
$11.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 43.48% |
$9.19K - $10.1K
|
561
$36.3K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
167+ 3.42% |
$9.03K - $9.88K
|
5.05K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
148+ 0.32% |
$8K - $8.76K
|
45.9K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
145+ 0.54% |
$7.84K - $8.58K
|
26.9K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144+ 2.95% |
$7.78K - $8.52K
|
5.03K
$325K
|