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 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-186Closed |
$8.25K - $10.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-187Closed |
$8.3K - $10.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-223- 1.55% |
$9.89K - $12.4K
|
14.2K
$832K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-250- 34.72% |
$11.1K - $14K
|
470
$27.5K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-331- 2.62% |
$14.7K - $18.5K
|
12.3K
$720K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-354- 0.15% |
$15.7K - $19.8K
|
238K
$13.9M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-395Closed |
$17.5K - $22K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-400- 7.36% |
$17.7K - $22.3K
|
5.03K
$295K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-483- 8.63% |
$21.4K - $27K
|
5.11K
$300K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-496Closed |
$22K - $27.7K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500Closed |
$22.2K - $27.9K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-513- 93.44% |
$22.8K - $28.6K
|
36
$2.11K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-519Closed |
$23K - $29K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Quilter PLC
|
SELL
|
- |
-520- 4.04% |
$23.1K - $29K
|
12.4K
$724K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-526- 1.29% |
$23.3K - $29.4K
|
40.4K
$2.37M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-559Closed |
$24.8K - $31.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-568- 50.0% |
$25.2K - $31.7K
|
568
$33.3K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-600Closed |
$26.6K - $33.5K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-610- 78.71% |
$27.1K - $34.1K
|
165
$9.67K
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-780- 5.05% |
$34.6K - $43.5K
|
14.7K
$860K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-787Closed |
$34.9K - $43.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-817- 30.39% |
$36.3K - $45.6K
|
1.87K
$110K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-842Closed |
$37.4K - $47K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-970- 4.5% |
$43K - $54.1K
|
20.6K
$1.21M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.15K- 14.86% |
$51K - $64.2K
|
6.59K
$386K
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.2KClosed |
$53.2K - $67K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 7.44% |
$55.7K - $70.1K
|
15.6K
$915K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.28K- 2.69% |
$56.8K - $71.5K
|
46.3K
$2.71M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.36K- 14.65% |
$60.2K - $75.7K
|
7.9K
$463K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.47K- 8.1% |
$65.2K - $82K
|
16.7K
$977K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.56K- 11.1% |
$69.3K - $87.2K
|
12.5K
$733K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.6K- 26.38% |
$70.8K - $89.1K
|
4.45K
$261K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.65KClosed |
$73.3K - $92.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.88K- 0.64% |
$83.5K - $105K
|
293K
$17.2M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.95K- 24.59% |
$86.6K - $109K
|
5.99K
$351K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.08KClosed |
$92.3K - $116K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.21K- 18.87% |
$97.9K - $123K
|
9.49K
$556K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.49K- 7.95% |
$111K - $139K
|
28.8K
$1.69M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 69.75% |
$123K - $154K
|
1.2K
$70.3K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.05K- 25.51% |
$135K - $170K
|
8.89K
$521K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.11KClosed |
$138K - $174K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.33K- 32.36% |
$148K - $186K
|
6.97K
$408K
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.34K- 0.23% |
$148K - $186K
|
1.47M
$86.2M
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.39KClosed |
$151K - $189K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.71KClosed |
$165K - $207K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.71KClosed |
$165K - $207K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.79KClosed |
$168K - $212K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.85KClosed |
$171K - $215K
|
0
$0
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.13K- 15.46% |
$183K - $231K
|
22.6K
$1.32M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.15KClosed |
$184K - $232K
|
0
$0
|