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
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-869- 8.71% |
$41.3K - $46.9K
|
9.11K
$522K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-881- 2.07% |
$41.8K - $47.5K
|
41.7K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-882- 30.09% |
$41.9K - $47.6K
|
2.05K
$117K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-890- 0.91% |
$42.3K - $48K
|
97K
$5.55M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-950- 11.14% |
$45.1K - $51.3K
|
7.58K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-951- 4.25% |
$45.2K - $51.3K
|
21.4K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-1K- 8.59% |
$47.5K - $54K
|
10.6K
$609K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1K- 5.17% |
$47.5K - $54K
|
18.3K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 5.26% |
$48.3K - $54.9K
|
18.3K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.1K- 14.17% |
$52K - $59.1K
|
6.63K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.13K- 1.86% |
$53.7K - $61K
|
59.5K
$3.41M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.2K- 37.5% |
$57K - $64.8K
|
2K
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.39K- 1.56% |
$66K - $75.1K
|
87.9K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.41K- 4.64% |
$66.7K - $75.8K
|
28.9K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.42K- 0.23% |
$67.6K - $76.8K
|
629K
$36M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 28.05% |
$87K - $98.9K
|
4.7K
$269K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-2.02K- 1.76% |
$95.7K - $109K
|
113K
$6.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 11.31% |
$111K - $126K
|
18.3K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.36K- 20.27% |
$112K - $127K
|
9.27K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.36K- 3.35% |
$112K - $127K
|
68.1K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.4K- 0.72% |
$114K - $130K
|
332K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.62K- 3.32% |
$124K - $141K
|
76.3K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.74K- 10.93% |
$130K - $148K
|
22.3K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.74K- 38.07% |
$130K - $148K
|
4.46K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.83K- 0.27% |
$134K - $153K
|
1.06M
$60.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.53K- 90.0% |
$168K - $190K
|
392
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.59K- 1.96% |
$171K - $194K
|
180K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.6K- 5.22% |
$171K - $194K
|
65.4K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.64K- 36.02% |
$173K - $197K
|
6.47K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.75K- 9.32% |
$178K - $202K
|
36.4K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 35.75% |
$217K - $247K
|
8.22K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.68K- 10.05% |
$222K - $253K
|
41.9K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.68K- 19.72% |
$222K - $253K
|
19.1K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 11.37% |
$239K - $272K
|
39.3K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.22K- 55.74% |
$248K - $282K
|
4.15K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.51K- 1.88% |
$262K - $297K
|
288K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.64K- 98.57% |
$268K - $304K
|
82
$4.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
SELL
|
- |
-5.76K- 52.77% |
$273K - $311K
|
5.15K
$295K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.46K- 90.86% |
$307K - $349K
|
650
$37.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.51K- 29.58% |
$309K - $351K
|
15.5K
$888K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.6K- 2.79% |
$313K - $356K
|
230K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.91K- 1.04% |
$328K - $373K
|
654K
$37.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.97K- 2.84% |
$331K - $376K
|
239K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.04K- 30.85% |
$334K - $380K
|
15.8K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.54K- 7.6% |
$358K - $407K
|
91.6K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.1K- 57.67% |
$385K - $437K
|
5.95K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-8.7K- 4.94% |
$413K - $469K
|
167K
$9.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.91K- 98.51% |
$423K - $481K
|
135
$7.73K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.57K- 14.9% |
$455K - $517K
|
54.7K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-11.8K- 3.91% |
$560K - $637K
|
290K
$16.6M
|