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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
349+ 0.3% |
$18.6K - $23.2K
|
116K
$6.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
342+ 1.37% |
$18.3K - $22.7K
|
25.2K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
324+ 1.72% |
$17.3K - $21.5K
|
19.2K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
311+ 265.81% |
$16.6K - $20.7K
|
428
$24.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
268New |
$14.3K - $17.8K
|
268
$15.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
265+ 2.42% |
$14.1K - $17.6K
|
11.2K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
264+ 0.02% |
$14.1K - $17.5K
|
1.62M
$93.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
252+ 3.27% |
$13.5K - $16.7K
|
7.97K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
249+ 36.83% |
$13.3K - $16.5K
|
925
$53.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
245+ 0.6% |
$13.1K - $16.3K
|
41K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 130.65% |
$13K - $16.1K
|
429
$24.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
239New |
$12.8K - $15.9K
|
239
$13.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
234+ 3.73% |
$12.5K - $15.5K
|
6.51K
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
231+ 48.84% |
$12.3K - $15.3K
|
704
$40.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
224+ 2.19% |
$12K - $14.9K
|
10.4K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
223+ 62.82% |
$11.9K - $14.8K
|
578
$33.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
210+ 4.37% |
$11.2K - $14K
|
5.02K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
200New |
$10.7K - $13.3K
|
200
$11.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
195+ 0.33% |
$10.4K - $13K
|
58.8K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187+ 5.35% |
$9.98K - $12.4K
|
3.68K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
160+ 40.92% |
$8.54K - $10.6K
|
551
$31.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 1.4% |
$7.96K - $9.9K
|
10.8K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$7.31K - $9.1K
|
137
$7.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 91.22% |
$7.21K - $8.97K
|
283
$16.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
125New |
$6.67K - $8.31K
|
125
$7.21K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 953.85% |
$6.62K - $8.24K
|
137
$7.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
124+ 2.03% |
$6.62K - $8.24K
|
6.25K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
121+ 806.67% |
$6.46K - $8.04K
|
136
$7.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117+ 0.18% |
$6.25K - $7.77K
|
66.7K
$3.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
102+ 16.48% |
$5.45K - $6.78K
|
721
$41.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
91+ 2.26% |
$4.86K - $6.05K
|
4.13K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77+ 2.07% |
$4.11K - $5.12K
|
3.8K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
74+ 4.44% |
$3.95K - $4.92K
|
1.74K
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
61+ 0.89% |
$3.26K - $4.05K
|
6.95K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
56+ 151.35% |
$2.99K - $3.72K
|
93
$5.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
52+ 0.89% |
$2.78K - $3.46K
|
5.92K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.85% |
$2.51K - $3.12K
|
5.56K
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.14% |
$2.46K - $3.06K
|
4.08K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35+ 0.61% |
$1.87K - $2.33K
|
5.81K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.82K - $2.26K
|
34
$1.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.16% |
$1.76K - $2.19K
|
20.7K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 21.48% |
$1.55K - $1.93K
|
164
$9.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19+ 0.52% |
$1.01K - $1.26K
|
3.65K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 0.81% |
$961 - $1.2K
|
2.23K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17+ 0.09% |
$908 - $1.13K
|
18.2K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.21% |
$908 - $1.13K
|
8.11K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
16+ 0.43% |
$854 - $1.06K
|
3.76K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$427 - $532
|
8
$461
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$267 - $332
|
991
$57.2K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$107 - $133
|
2
$115
|