Purchases and Sales Made in Q2 2022 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$157K - $197K
|
3.53K
$208K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.47K+ 7.12% |
$154K - $194K
|
52.2K
$3.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.22KNew |
$143K - $180K
|
3.22K
$190K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.11KNew |
$138K - $174K
|
3.11K
$183K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.97% |
$116K - $146K
|
274K
$16.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.3K+ 26.71% |
$102K - $128K
|
10.9K
$642K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.03K+ 21.44% |
$89.9K - $113K
|
11.5K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.98K+ 8.67% |
$88K - $111K
|
24.9K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.97K+ 8.67% |
$87.3K - $110K
|
24.7K
$1.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.73K+ 1.18% |
$76.9K - $96.8K
|
149K
$8.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$74K - $93.1K
|
1.67K
$98.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 15.14% |
$73.7K - $92.7K
|
12.6K
$744K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
1.64K+ 6.54% |
$72.5K - $91.3K
|
26.7K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52K+ 19.0% |
$67.5K - $85K
|
9.53K
$562K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.32K+ 12.14% |
$58.3K - $73.4K
|
12.2K
$716K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 29.61% |
$54.4K - $68.4K
|
5.37K
$316K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 8.05% |
$53.5K - $67.3K
|
16.2K
$953K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 11.9% |
$45.8K - $57.6K
|
9.71K
$572K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
968+ 8.08% |
$43K - $54K
|
12.9K
$763K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
928+ 23.95% |
$41.2K - $51.8K
|
4.8K
$283K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
837+ 191.1% |
$37.1K - $46.7K
|
1.28K
$75.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
746+ 4.68% |
$33.1K - $41.6K
|
16.7K
$984K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
618+ 13.51% |
$27.4K - $34.5K
|
5.19K
$306K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600+ 50.17% |
$26.6K - $33.5K
|
1.8K
$106K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
600New |
$26.6K - $33.5K
|
600
$35.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
595+ 7.17% |
$26.4K - $33.2K
|
8.89K
$524K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
534+ 2.42% |
$23.7K - $29.8K
|
22.6K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
505New |
$22.4K - $28.2K
|
505
$29.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$22.2K - $27.9K
|
500
$29.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
497+ 18.75% |
$22.1K - $27.7K
|
3.15K
$185K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
452New |
$20.1K - $25.2K
|
452
$26.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
444+ 38.28% |
$19.7K - $24.8K
|
1.6K
$94.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
385+ 0.03% |
$17.1K - $21.5K
|
1.29M
$75.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
356+ 1.66% |
$15.8K - $19.9K
|
21.8K
$1.28M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
335New |
$14.9K - $18.7K
|
335
$19.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
319+ 16.38% |
$14.2K - $17.8K
|
2.27K
$133K
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
293+ 0.71% |
$13K - $16.4K
|
41.7K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
265+ 2.58% |
$11.8K - $14.8K
|
10.5K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
248+ 2.3% |
$11K - $13.8K
|
11K
$650K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
209+ 5.81% |
$9.27K - $11.7K
|
3.8K
$224K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
200+ 3.76% |
$8.87K - $11.2K
|
5.52K
$325K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
167+ 3.95% |
$7.41K - $9.32K
|
4.39K
$259K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
163+ 79.9% |
$7.23K - $9.1K
|
367
$21.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
159+ 1.26% |
$7.05K - $8.88K
|
12.8K
$754K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
154+ 2.59% |
$6.83K - $8.6K
|
6.09K
$359K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
148+ 0.99% |
$6.57K - $8.26K
|
15K
$886K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
147+ 0.69% |
$6.52K - $8.21K
|
21.6K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137New |
$6.08K - $7.65K
|
137
$8.07K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
109New |
$4.84K - $6.08K
|
109
$6.42K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
109+ 2.07% |
$4.84K - $6.08K
|
5.37K
$316K
|