Purchases and Sales Made in Q2 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2023. 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 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
25.1K+ 5.64% |
$1.17M - $1.31M
|
469K
$27.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
19.6KNew |
$918K - $1.02M
|
19.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 101.94% |
$857K - $954K
|
36.3K
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
15KNew |
$701K - $780K
|
15K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.6K+ 16.71% |
$592K - $659K
|
88.3K
$5.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 57.21% |
$581K - $646K
|
34.1K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$474K - $527K
|
10.1K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.9KNew |
$464K - $516K
|
9.9K
$589K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.58K+ 17.43% |
$449K - $499K
|
64.5K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.16K+ 0.74% |
$429K - $478K
|
1.25M
$74.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$403K - $448K
|
8.6K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.3K+ 14.77% |
$389K - $433K
|
64.5K
$3.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
7.96KNew |
$373K - $415K
|
7.96K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.63K+ 67.34% |
$358K - $398K
|
19K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
7.32KNew |
$343K - $381K
|
7.32K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.24K+ 14.38% |
$339K - $378K
|
57.6K
$3.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
7.17K+ 0.92% |
$336K - $373K
|
787K
$46.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 3250.24% |
$318K - $354K
|
7K
$416K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
6.53K+ 0.46% |
$306K - $341K
|
1.42M
$84.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.44K+ 38.43% |
$302K - $336K
|
23.2K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.81K+ 6.89% |
$272K - $303K
|
90.1K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.72K+ 5.64% |
$268K - $298K
|
107K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.5K+ 1.95% |
$258K - $287K
|
288K
$17.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 13.84% |
$242K - $269K
|
42.5K
$2.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.66KNew |
$218K - $243K
|
4.66K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$206K - $229K
|
4.4K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$205K - $228K
|
4.37K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 17.2% |
$203K - $226K
|
29.6K
$1.76M
|
|
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.2KNew |
$197K - $219K
|
4.2K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.18KNew |
$196K - $218K
|
4.18K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
4.18KNew |
$196K - $218K
|
4.18K
$248K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$191K - $213K
|
4.08K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.94K+ 18.66% |
$185K - $205K
|
25.1K
$1.49M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
3.86KNew |
$181K - $201K
|
3.86K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$180K - $201K
|
3.85K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 58.45% |
$174K - $193K
|
10K
$597K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.34K+ 13.37% |
$156K - $174K
|
28.3K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.21K+ 41.97% |
$150K - $167K
|
10.8K
$645K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 6.51% |
$135K - $150K
|
47.2K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.76K+ 17.37% |
$129K - $144K
|
18.6K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.76KNew |
$129K - $144K
|
2.76K
$164K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.26K+ 21.12% |
$106K - $118K
|
12.9K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.2K+ 4.3% |
$103K - $114K
|
53.3K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$103K - $114K
|
2.19K
$130K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.83K+ 14.77% |
$85.5K - $95.2K
|
14.2K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 8.44% |
$72.7K - $80.8K
|
19.9K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.53K+ 5.03% |
$71.8K - $79.8K
|
32K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.46K+ 14.7% |
$68.3K - $76K
|
11.4K
$677K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.42K+ 0.4% |
$66.4K - $73.9K
|
356K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 15.58% |
$64.7K - $72K
|
10.2K
$609K
|