Purchases and Sales Made in Q2 2025 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2025. 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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 6545.29% |
$594K - $739K
|
11.3K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 27.93% |
$584K - $727K
|
50.1K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
10.8K+ 3.56% |
$575K - $715K
|
314K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.8K+ 3.71% |
$574K - $715K
|
301K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.5KNew |
$559K - $695K
|
10.5K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.43K+ 117.51% |
$503K - $626K
|
17.4K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.37KNew |
$500K - $623K
|
9.37K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
9.01K+ 0.8% |
$481K - $598K
|
1.14M
$65.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.95K+ 11.18% |
$478K - $594K
|
89K
$5.13M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.46K+ 61.98% |
$452K - $562K
|
22.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
8.37K+ 45.82% |
$447K - $556K
|
26.6K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.07K+ 71.67% |
$431K - $536K
|
19.3K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
BUY
|
- |
7.31K+ 1.16% |
$390K - $486K
|
635K
$36.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.31K+ 12.15% |
$390K - $485K
|
67.5K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.95K+ 46.42% |
$371K - $462K
|
21.9K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.87K+ 1.55% |
$367K - $457K
|
451K
$26M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.7KNew |
$358K - $445K
|
6.7K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
6.42K+ 2.12% |
$343K - $427K
|
310K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.34K+ 36.36% |
$338K - $421K
|
23.8K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.06KNew |
$323K - $402K
|
6.06K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$315K - $392K
|
5.9K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.8K+ 114.23% |
$309K - $385K
|
10.9K
$627K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.79KNew |
$309K - $385K
|
5.79K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
5.69K+ 20.05% |
$304K - $378K
|
34.1K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.6KNew |
$299K - $372K
|
5.6K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
5.56KNew |
$297K - $369K
|
5.56K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.38K+ 10.91% |
$287K - $357K
|
54.6K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.23K+ 20.75% |
$279K - $348K
|
30.4K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.15K+ 58.68% |
$275K - $342K
|
13.9K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.15KNew |
$275K - $342K
|
5.15K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.1K+ 784.15% |
$272K - $339K
|
5.75K
$331K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.79KNew |
$256K - $319K
|
4.79K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.31KNew |
$230K - $287K
|
4.31K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.12KNew |
$220K - $274K
|
4.12K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.06KNew |
$217K - $270K
|
4.06K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.83K+ 7.94% |
$204K - $254K
|
52K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.63KNew |
$194K - $241K
|
3.63K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.61KNew |
$193K - $240K
|
3.61K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$191K - $237K
|
3.57K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.5KNew |
$187K - $233K
|
3.5K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.45KNew |
$184K - $229K
|
3.45K
$199K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.41KNew |
$182K - $227K
|
3.41K
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.36KNew |
$179K - $223K
|
3.36K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.31KNew |
$177K - $220K
|
3.31K
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
3.25KNew |
$174K - $216K
|
3.25K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$186K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$170K - $212K
|
3.19K
$184K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.19K+ 43.49% |
$170K - $212K
|
10.5K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3.18KNew |
$170K - $211K
|
3.18K
$184K
|