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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 9.29% |
$617 - $701
|
153
$8.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.22% |
$380 - $432
|
3.59K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
4+ 26.67% |
$190 - $216
|
19
$1.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2+ 1.1% |
$95 - $108
|
184
$10.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$95 - $108
|
1.54K
$87.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.03% |
$95 - $108
|
6.56K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.53% |
$47.5 - $54
|
190
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 0.02% |
$95 - $108
|
11.5K
$657K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.28% |
$475 - $540
|
3.57K
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.1% |
$522 - $594
|
10.8K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13- 0.21% |
$617 - $701
|
6.15K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.43% |
$950 - $1.08K
|
4.62K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22- 0.32% |
$1.04K - $1.19K
|
6.87K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45- 0.78% |
$2.14K - $2.43K
|
5.7K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 0.52% |
$2.37K - $2.7K
|
9.51K
$544K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-51Closed |
$2.42K - $2.75K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 13.69% |
$2.66K - $3.02K
|
353
$20.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 5.91% |
$2.75K - $3.13K
|
924
$52.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-60- 0.67% |
$2.85K - $3.24K
|
8.89K
$509K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 6.49% |
$2.9K - $3.29K
|
879
$50.3K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-63- 0.2% |
$2.99K - $3.4K
|
30.9K
$1.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-90- 10.11% |
$4.27K - $4.86K
|
800
$45.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-95- 1.87% |
$4.51K - $5.13K
|
4.99K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 4.68% |
$4.75K - $5.4K
|
2.04K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 2.17% |
$4.75K - $5.4K
|
4.52K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-127- 36.49% |
$6.03K - $6.85K
|
221
$12.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-208- 1.18% |
$9.88K - $11.2K
|
17.4K
$994K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-217- 60.96% |
$10.3K - $11.7K
|
139
$7.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 1.54% |
$10.8K - $12.3K
|
14.6K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-245- 4.59% |
$11.6K - $13.2K
|
5.1K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-285- 5.0% |
$13.5K - $15.4K
|
5.41K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-310- 4.63% |
$14.7K - $16.7K
|
6.38K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-330- 3.41% |
$15.7K - $17.8K
|
9.35K
$535K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-351- 3.17% |
$16.7K - $18.9K
|
10.7K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-352- 6.71% |
$16.7K - $19K
|
4.89K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-401- 1.41% |
$19K - $21.6K
|
28K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-412- 2.36% |
$19.6K - $22.2K
|
17.1K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-445- 3.83% |
$21.1K - $24K
|
11.2K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-497- 5.32% |
$23.6K - $26.8K
|
8.84K
$506K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-506- 6.74% |
$24K - $27.3K
|
7K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-517- 10.72% |
$24.5K - $27.9K
|
4.31K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-545- 5.55% |
$25.9K - $29.4K
|
9.28K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-572- 6.86% |
$27.2K - $30.9K
|
7.76K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-621- 61.3% |
$29.5K - $33.5K
|
392
$22.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-650- 9.7% |
$30.9K - $35.1K
|
6.05K
$346K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-795- 10.78% |
$37.7K - $42.9K
|
6.58K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-833- 9.67% |
$39.6K - $44.9K
|
7.78K
$445K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-837- 60.26% |
$39.7K - $45.2K
|
552
$31.6K
|