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
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.15KNew |
$168K - $209K
|
3.15K
$182K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.12KNew |
$167K - $208K
|
3.12K
$180K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.12KNew |
$167K - $207K
|
3.12K
$180K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.11KNew |
$166K - $207K
|
3.11K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.08K+ 16.83% |
$164K - $205K
|
21.4K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.06KNew |
$164K - $204K
|
3.06K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3K+ 0.95% |
$160K - $199K
|
318K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.9K+ 51.16% |
$155K - $193K
|
8.57K
$494K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.71K+ 21.59% |
$145K - $180K
|
15.2K
$879K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.66KNew |
$142K - $176K
|
2.66K
$153K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 11.95% |
$140K - $174K
|
24.5K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.59K+ 5.97% |
$138K - $172K
|
46K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.54K+ 3.89% |
$136K - $169K
|
67.8K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.5K+ 1.18% |
$134K - $166K
|
214K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45K+ 6.92% |
$131K - $163K
|
37.9K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.36K+ 6.58% |
$126K - $157K
|
38.2K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 1.04% |
$117K - $146K
|
214K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.56K+ 21.44% |
$83.3K - $104K
|
8.84K
$510K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.55KNew |
$82.9K - $103K
|
1.55K
$89.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51K+ 2.41% |
$80.8K - $101K
|
64.4K
$3.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.48K+ 28.21% |
$79K - $98.3K
|
6.72K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46KNew |
$77.9K - $97K
|
1.46K
$84.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.45K+ 347.02% |
$77.6K - $96.6K
|
1.87K
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 27.79% |
$74.5K - $92.8K
|
6.42K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.36KNew |
$72.5K - $90.2K
|
1.36K
$78.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$64.1K - $79.7K
|
1.2K
$69.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.19K+ 0.32% |
$63.7K - $79.3K
|
378K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.12K+ 13.88% |
$60K - $74.7K
|
9.22K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.12K+ 0.69% |
$59.5K - $74.1K
|
163K
$9.39M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.11K+ 24.16% |
$59.2K - $73.7K
|
5.7K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 9.33% |
$58.4K - $72.6K
|
12.8K
$738K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 3.21% |
$58K - $72.2K
|
34.9K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1K+ 0.6% |
$53.4K - $66.5K
|
169K
$9.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
933+ 4.83% |
$49.8K - $62K
|
20.3K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
919New |
$49.1K - $61.1K
|
919
$53K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
904+ 26.3% |
$48.3K - $60.1K
|
4.34K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
860New |
$45.9K - $57.1K
|
860
$49.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
834+ 295.74% |
$44.5K - $55.4K
|
1.12K
$64.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
829+ 3.08% |
$44.3K - $55.1K
|
27.7K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
803+ 14.72% |
$42.9K - $53.4K
|
6.26K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
692+ 66.41% |
$36.9K - $46K
|
1.73K
$100K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
656New |
$35K - $43.6K
|
656
$37.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
600+ 75.85% |
$32K - $39.9K
|
1.39K
$80.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
600+ 7.7% |
$32K - $39.9K
|
8.39K
$484K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
598+ 134.99% |
$31.9K - $39.7K
|
1.04K
$60K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
554+ 1.04% |
$29.6K - $36.8K
|
53.8K
$3.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
475+ 38.18% |
$25.4K - $31.6K
|
1.72K
$99.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
379+ 1.94% |
$20.2K - $25.2K
|
20K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
366+ 1.37% |
$19.5K - $24.3K
|
27.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
355+ 4.2% |
$19K - $23.6K
|
8.81K
$508K
|