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 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 0.44% |
$1.41K - $1.56K
|
6.84K
$407K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$1.26K - $1.41K
|
27
$1.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.84% |
$1.22K - $1.36K
|
3.13K
$186K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.69% |
$1.17K - $1.3K
|
3.63K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.5% |
$234 - $261
|
148
$8.81K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.33% |
$234 - $261
|
1.51K
$90K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2+ 1.14% |
$93.7 - $104
|
178
$10.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$93.7 - $104
|
1.53K
$90.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.52% |
$93.7 - $104
|
386
$23K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.83% |
$46.9 - $52.1
|
121
$7.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$46.9 - $52.1
|
5.1K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.04% |
$281 - $313
|
13.3K
$794K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12- 0.19% |
$562 - $625
|
6.25K
$372K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 1.57% |
$562 - $625
|
751
$44.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13- 16.25% |
$609 - $678
|
67
$3.99K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-14- 0.11% |
$656 - $730
|
12.2K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.25% |
$656 - $730
|
5.56K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.3% |
$750 - $834
|
5.33K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19- 0.47% |
$890 - $990
|
4.06K
$242K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.41% |
$1.31K - $1.46K
|
6.84K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-44- 0.63% |
$2.06K - $2.29K
|
6.98K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45- 0.53% |
$2.11K - $2.35K
|
8.44K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-58- 0.12% |
$2.72K - $3.02K
|
49.2K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 1.01% |
$2.81K - $3.13K
|
5.9K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-88- 2.86% |
$4.12K - $4.59K
|
2.98K
$178K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 1.91% |
$4.69K - $5.21K
|
5.13K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-102- 0.82% |
$4.78K - $5.32K
|
12.3K
$731K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108- 0.24% |
$5.06K - $5.63K
|
44.7K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-116- 1.46% |
$5.43K - $6.05K
|
7.85K
$467K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-125- 0.54% |
$5.86K - $6.52K
|
22.8K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-147- 3.03% |
$6.89K - $7.66K
|
4.7K
$280K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-155- 1.58% |
$7.26K - $8.08K
|
9.65K
$574K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-204- 4.58% |
$9.56K - $10.6K
|
4.25K
$253K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-220- 4.11% |
$10.3K - $11.5K
|
5.13K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-274- 5.37% |
$12.8K - $14.3K
|
4.83K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-326- 16.5% |
$15.3K - $17K
|
1.65K
$98.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-336- 0.58% |
$15.7K - $17.5K
|
57.6K
$3.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-339- 5.9% |
$15.9K - $17.7K
|
5.4K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-344- 5.85% |
$16.1K - $17.9K
|
5.53K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 1.41% |
$16.1K - $17.9K
|
24.1K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-366- 6.65% |
$17.1K - $19.1K
|
5.13K
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-432- 0.74% |
$20.2K - $22.5K
|
57.8K
$3.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-432- 17.79% |
$20.2K - $22.5K
|
2K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-489- 2.99% |
$22.9K - $25.5K
|
15.9K
$944K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 99.61% |
$23.8K - $26.4K
|
2
$119
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-525- 75.54% |
$24.6K - $27.4K
|
170
$10.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-566- 9.03% |
$26.5K - $29.5K
|
5.7K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-566- 4.2% |
$26.5K - $29.5K
|
12.9K
$768K
|