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 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$107 - $133
|
14.3K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$107 - $133
|
6.88K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$53.4 - $66.5
|
8.19K
$472K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$53.4 - $66.5
|
6.33K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-8- 0.03% |
$427 - $532
|
29.8K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.01% |
$534 - $665
|
87K
$5.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 0.51% |
$747 - $930
|
2.75K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.45% |
$1.12K - $1.4K
|
4.62K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-23- 0.48% |
$1.23K - $1.53K
|
4.78K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25- 1.2% |
$1.33K - $1.66K
|
2.06K
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46- 0.25% |
$2.46K - $3.06K
|
18.7K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-47- 1.08% |
$2.51K - $3.12K
|
4.32K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-64- 0.54% |
$3.42K - $4.25K
|
11.8K
$682K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 3.16% |
$3.52K - $4.39K
|
2.02K
$117K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 39.0% |
$4.16K - $5.18K
|
122
$7.04K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-95- 9.63% |
$5.07K - $6.31K
|
891
$51.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98- 2.88% |
$5.23K - $6.51K
|
3.31K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-111- 2.19% |
$5.93K - $7.38K
|
4.96K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 37.46% |
$6.62K - $8.24K
|
207
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-147- 1.4% |
$7.85K - $9.77K
|
10.4K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-167- 1.92% |
$8.92K - $11.1K
|
8.51K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-207- 6.25% |
$11.1K - $13.8K
|
3.1K
$179K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-216- 4.7% |
$11.5K - $14.4K
|
4.38K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-263- 17.06% |
$14K - $17.5K
|
1.28K
$73.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-268- 2.53% |
$14.3K - $17.8K
|
10.3K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-293- 0.7% |
$15.6K - $19.5K
|
41.8K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-305- 2.41% |
$16.3K - $20.3K
|
12.3K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-313- 4.22% |
$16.7K - $20.8K
|
7.11K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-317- 4.54% |
$16.9K - $21.1K
|
6.67K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-317- 0.74% |
$16.9K - $21.1K
|
42.8K
$2.47M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-400- 1.48% |
$21.4K - $26.6K
|
26.6K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-417- 39.08% |
$22.3K - $27.7K
|
650
$37.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-423- 11.71% |
$22.6K - $28.1K
|
3.19K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-428- 9.88% |
$22.9K - $28.4K
|
3.9K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-443- 2.23% |
$23.7K - $29.4K
|
19.4K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-455- 60.67% |
$24.3K - $30.2K
|
295
$17K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 8.48% |
$26.7K - $33.2K
|
5.39K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-510- 10.1% |
$27.2K - $33.9K
|
4.54K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-535- 11.47% |
$28.6K - $35.6K
|
4.13K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-587- 66.78% |
$31.3K - $39K
|
292
$16.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-698- 1.83% |
$37.3K - $46.4K
|
37.4K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-708- 2.01% |
$37.8K - $47K
|
34.5K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-744- 17.94% |
$39.7K - $49.4K
|
3.4K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-844- 0.67% |
$45.1K - $56.1K
|
125K
$7.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1K- 3.77% |
$53.4K - $66.5K
|
25.5K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 7.83% |
$53.9K - $67K
|
11.9K
$685K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 6.7% |
$56.9K - $70.8K
|
14.8K
$856K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.09K- 3.97% |
$58.4K - $72.7K
|
26.5K
$1.53M
|