Purchases and Sales Made in Q2 2024 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2024. 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 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 7.06% |
$56K - $63.6K
|
17.9K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 20.01% |
$54.9K - $62.4K
|
6.93K
$425K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.1K+ 6.01% |
$52.2K - $59.4K
|
19.4K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.5% |
$49K - $55.7K
|
24K
$1.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 10.0% |
$48.9K - $55.6K
|
11.3K
$695K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
962+ 43.22% |
$45.7K - $51.9K
|
3.19K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
885+ 2058.14% |
$42K - $47.8K
|
928
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
878New |
$41.7K - $47.4K
|
878
$53.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$38K - $43.2K
|
800
$49.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
755+ 57.59% |
$35.8K - $40.7K
|
2.07K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
713+ 7.39% |
$33.9K - $38.5K
|
10.4K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
682+ 9.68% |
$32.4K - $36.8K
|
7.73K
$474K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
562+ 6244.44% |
$26.7K - $30.3K
|
571
$35K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
512+ 19.55% |
$24.3K - $27.6K
|
3.13K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
500+ 9.27% |
$23.7K - $27K
|
5.89K
$362K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
492+ 24.44% |
$23.4K - $26.5K
|
2.51K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
466+ 9.5% |
$22.1K - $25.1K
|
5.37K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
426+ 1.29% |
$20.2K - $23K
|
33.5K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
364New |
$17.3K - $19.6K
|
364
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
336+ 3.19% |
$16K - $18.1K
|
10.9K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
324+ 4.44% |
$15.4K - $17.5K
|
7.62K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
291New |
$13.8K - $15.7K
|
291
$17.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
263+ 1011.54% |
$12.5K - $14.2K
|
289
$17.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
259+ 4.58% |
$12.3K - $14K
|
5.92K
$363K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
246New |
$11.7K - $13.3K
|
246
$15.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
224+ 7.77% |
$10.6K - $12.1K
|
3.11K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
219+ 1.83% |
$10.4K - $11.8K
|
12.2K
$746K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
183+ 21.23% |
$8.69K - $9.87K
|
1.05K
$64.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
166+ 3.67% |
$7.88K - $8.96K
|
4.69K
$288K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
160+ 2.67% |
$7.6K - $8.63K
|
6.16K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
121+ 0.26% |
$5.75K - $6.53K
|
46.8K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
111+ 4.34% |
$5.27K - $5.99K
|
2.67K
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
109+ 74.15% |
$5.18K - $5.88K
|
256
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102New |
$4.84K - $5.5K
|
102
$6.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
98+ 0.79% |
$4.65K - $5.29K
|
12.6K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
93+ 0.2% |
$4.42K - $5.02K
|
47.2K
$2.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58+ 0.89% |
$2.75K - $3.13K
|
6.58K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 24.89% |
$2.71K - $3.08K
|
286
$17.6K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
55+ 1.37% |
$2.61K - $2.97K
|
4.08K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 1.19% |
$2.23K - $2.54K
|
4K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.9% |
$1.99K - $2.27K
|
4.7K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32+ 1.1% |
$1.52K - $1.73K
|
2.93K
$180K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
30New |
$1.42K - $1.62K
|
30
$1.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27+ 0.5% |
$1.28K - $1.46K
|
5.43K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.59% |
$1.19K - $1.35K
|
4.28K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 8.79% |
$997 - $1.13K
|
260
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21+ 0.46% |
$997 - $1.13K
|
4.62K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.22% |
$855 - $971
|
8.04K
$493K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 9.29% |
$617 - $701
|
153
$9.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.22% |
$380 - $432
|
3.59K
$220K
|