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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
136+ 1.31% |
$7.35K - $8.05K
|
10.5K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 2.63% |
$5.41K - $5.92K
|
3.91K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 290.0% |
$4.7K - $5.15K
|
117
$7.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.24% |
$2.81K - $3.08K
|
21.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 392.31% |
$2.76K - $3.02K
|
64
$4.14K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.27% |
$2.76K - $3.02K
|
18.7K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
46+ 0.53% |
$2.49K - $2.72K
|
8.68K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.39% |
$2.38K - $2.6K
|
11.3K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.62% |
$2.05K - $2.25K
|
6.12K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
37New |
$2K - $2.19K
|
37
$2.39K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36+ 0.75% |
$1.95K - $2.13K
|
4.81K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 7.79% |
$1.73K - $1.89K
|
443
$28.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$1.35K - $1.48K
|
25
$1.62K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.3K - $1.42K
|
24
$1.55K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.24K - $1.36K
|
5.51K
$356K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21+ 0.45% |
$1.14K - $1.24K
|
4.64K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$973 - $1.07K
|
18
$1.16K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.21% |
$919 - $1.01K
|
8.09K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
15+ 0.4% |
$811 - $888
|
3.74K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15New |
$811 - $888
|
15
$970
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
13New |
$703 - $769
|
13
$840
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 0.47% |
$703 - $769
|
2.76K
$178K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.16% |
$432 - $474
|
5.02K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$270 - $296
|
5
$323
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$270 - $296
|
5
$323
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$162 - $178
|
14.3K
$925K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$162 - $178
|
791
$51.1K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$108 - $118
|
6.88K
$444K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$108 - $118
|
1.54K
$99.7K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-1- 0.02% |
$54.1 - $59.2
|
4.6K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.41% |
$54.1 - $59.2
|
242
$15.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.3% |
$270 - $296
|
379
$24.5K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8- 0.05% |
$432 - $474
|
15.3K
$990K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8- 0.04% |
$432 - $474
|
18.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 8.33% |
$1.08K - $1.18K
|
220
$14.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 7.11% |
$1.46K - $1.6K
|
353
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 24.82% |
$1.89K - $2.07K
|
106
$6.85K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-39- 1.04% |
$2.11K - $2.31K
|
3.73K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40- 0.7% |
$2.16K - $2.37K
|
5.67K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-42- 0.14% |
$2.27K - $2.49K
|
29.8K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.46% |
$2.49K - $2.72K
|
986
$63.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.28% |
$2.76K - $3.02K
|
18.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-52- 0.47% |
$2.81K - $3.08K
|
11K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-52- 0.88% |
$2.81K - $3.08K
|
5.87K
$380K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-56- 2.47% |
$3.03K - $3.31K
|
2.22K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-56- 0.39% |
$3.03K - $3.31K
|
14.4K
$929K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-67- 5.11% |
$3.62K - $3.97K
|
1.24K
$80.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-72- 0.55% |
$3.89K - $4.26K
|
12.9K
$834K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-73- 2.38% |
$3.95K - $4.32K
|
2.99K
$194K
|