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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-596- 33.18% |
$27.9K - $31.1K
|
1.2K
$71.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-602- 46.17% |
$28.2K - $31.4K
|
702
$41.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-613- 4.69% |
$28.7K - $31.9K
|
12.5K
$741K
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-624- 0.62% |
$29.2K - $32.5K
|
99.9K
$5.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-692- 2.06% |
$32.4K - $36.1K
|
32.9K
$1.96M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-707- 10.33% |
$33.1K - $36.8K
|
6.14K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-764- 5.6% |
$35.8K - $39.8K
|
12.9K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-779- 4.35% |
$36.5K - $40.6K
|
17.1K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-848- 13.93% |
$39.7K - $44.2K
|
5.24K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-857- 26.38% |
$40.2K - $44.7K
|
2.39K
$142K
|
|
|
Jul 11, 2023
Q2 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-899- 5.48% |
$42.1K - $46.9K
|
15.5K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-900- 13.55% |
$42.2K - $46.9K
|
5.74K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-948- 7.92% |
$44.4K - $49.4K
|
11K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-985- 3.0% |
$46.1K - $51.3K
|
31.8K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.04K- 10.67% |
$48.7K - $54.2K
|
8.71K
$518K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.06K- 10.5% |
$49.8K - $55.4K
|
9.05K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-1.14K- 45.77% |
$53.3K - $59.3K
|
1.35K
$80.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 9.37% |
$53.6K - $59.6K
|
11.1K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.45K- 4.4% |
$67.8K - $75.4K
|
31.4K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.46K- 5.27% |
$68.4K - $76.1K
|
26.2K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 70.2% |
$81.9K - $91.1K
|
742
$44.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 7.36% |
$90.1K - $100K
|
24.2K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 13.92% |
$95.9K - $107K
|
12.7K
$753K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.08K- 7.21% |
$97.4K - $108K
|
26.7K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.16K- 5.01% |
$101K - $113K
|
41K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.29K- 2.18% |
$107K - $119K
|
103K
$6.12M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.29K- 22.64% |
$107K - $119K
|
7.83K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.52K- 14.73% |
$118K - $131K
|
14.6K
$868K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-2.54K- 29.22% |
$119K - $132K
|
6.15K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.85K- 7.88% |
$133K - $148K
|
33.3K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.01K- 6.67% |
$141K - $157K
|
42.1K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.1K- 4.3% |
$145K - $162K
|
69K
$4.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.1K- 1.36% |
$145K - $162K
|
225K
$13.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-3.11K- 0.68% |
$146K - $162K
|
454K
$27M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.14K- 1.76% |
$147K - $164K
|
176K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.47K- 6.29% |
$162K - $181K
|
51.6K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.86K- 15.03% |
$181K - $201K
|
21.9K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-3.92K- 5.86% |
$184K - $204K
|
63K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-4.23K- 3.46% |
$198K - $221K
|
118K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.42K- 4.27% |
$207K - $230K
|
99.1K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-5.09K- 1.22% |
$238K - $265K
|
413K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.2K- 11.15% |
$384K - $427K
|
65.4K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.1K- 3.15% |
$426K - $474K
|
280K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.4K- 4.67% |
$440K - $490K
|
192K
$11.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.75K- 0.66% |
$457K - $508K
|
1.46M
$87.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.96K- 44.76% |
$467K - $519K
|
12.3K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-15.9K- 10.09% |
$745K - $829K
|
142K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-16K- 63.81% |
$748K - $832K
|
9.05K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 30.24% |
$777K - $865K
|
38.3K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.6K- 58.33% |
$826K - $919K
|
12.6K
$750K
|