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 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
89New |
$3.95K - $4.97K
|
89
$5K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
85+ 0.17% |
$3.77K - $4.74K
|
48.8K
$2.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
62New |
$2.75K - $3.46K
|
62
$3.48K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 9.39% |
$2.75K - $3.46K
|
722
$40.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 0.99% |
$2.48K - $3.13K
|
5.7K
$320K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
43+ 3.57% |
$1.91K - $2.4K
|
1.25K
$70.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
42+ 80.77% |
$1.86K - $2.34K
|
94
$5.28K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39+ 0.21% |
$1.73K - $2.18K
|
18.8K
$1.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
31+ 0.43% |
$1.38K - $1.73K
|
7.31K
$411K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28+ 0.17% |
$1.24K - $1.56K
|
16.4K
$919K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$887 - $1.12K
|
20
$1.12K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 0.86% |
$577 - $726
|
1.53K
$85.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
6+ 0.11% |
$266 - $335
|
5.43K
$305K
|
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
5+ 0.88% |
$222 - $279
|
576
$32.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.27% |
$177 - $223
|
1.49K
$83.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$88.7 - $112
|
1.31K
$73.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.04% |
$88.7 - $112
|
4.58K
$257K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$56.2
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.59% |
$44.4 - $55.8
|
171
$9.61K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16- 0.06% |
$710 - $893
|
25.4K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 21.37% |
$1.11K - $1.4K
|
92
$5.17K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 2.51% |
$1.15K - $1.45K
|
1.01K
$56.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 0.36% |
$1.69K - $2.12K
|
10.6K
$597K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 1.45% |
$1.95K - $2.46K
|
3K
$168K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-63- 6.81% |
$2.8K - $3.52K
|
862
$48.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-65- 0.36% |
$2.88K - $3.63K
|
18K
$1.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-65- 0.72% |
$2.88K - $3.63K
|
9K
$506K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.67% |
$3.11K - $3.91K
|
10.4K
$584K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-75Closed |
$3.33K - $4.19K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-93- 0.63% |
$4.13K - $5.19K
|
14.6K
$821K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-95- 7.69% |
$4.22K - $5.3K
|
1.14K
$64.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 24.75% |
$4.44K - $5.58K
|
304
$17.1K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 0.87% |
$4.44K - $5.58K
|
11.4K
$639K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-107- 37.54% |
$4.75K - $5.97K
|
178
$10K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-109- 0.76% |
$4.84K - $6.08K
|
14.3K
$805K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-109- 7.16% |
$4.84K - $6.08K
|
1.41K
$79.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-111Closed |
$4.93K - $6.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-115- 2.38% |
$5.1K - $6.42K
|
4.71K
$265K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-117- 1.52% |
$5.19K - $6.53K
|
7.6K
$427K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-143- 24.32% |
$6.34K - $7.98K
|
445
$25K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-166- 1.79% |
$7.37K - $9.27K
|
9.11K
$512K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-170- 4.37% |
$7.54K - $9.49K
|
3.72K
$209K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-173- 3.0% |
$7.68K - $9.66K
|
5.6K
$315K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-177Closed |
$7.85K - $9.88K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-179- 1.62% |
$7.94K - $9.99K
|
10.9K
$610K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-180- 7.36% |
$7.99K - $10K
|
2.27K
$127K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-184- 1.3% |
$8.16K - $10.3K
|
13.9K
$782K
|