Purchases and Sales Made in Q3 2021 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
253+ 3.93% |
$12.5K - $13.5K
|
6.69K
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
242New |
$11.9K - $12.9K
|
242
$13.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
202+ 1.49% |
$9.95K - $10.8K
|
13.7K
$791K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
192+ 5.01% |
$9.45K - $10.2K
|
4.02K
$232K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
179+ 7.62% |
$8.81K - $9.54K
|
2.53K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
177+ 7.58% |
$8.72K - $9.43K
|
2.51K
$145K
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
162+ 1.23% |
$7.98K - $8.63K
|
13.3K
$768K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 1.44% |
$7.39K - $7.99K
|
10.6K
$609K
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
147+ 3.19% |
$7.24K - $7.83K
|
4.75K
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
146+ 45.91% |
$7.19K - $7.78K
|
464
$26.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136+ 1.28% |
$6.7K - $7.25K
|
10.8K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
106+ 0.48% |
$5.22K - $5.65K
|
22.2K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99+ 2.13% |
$4.87K - $5.27K
|
4.75K
$274K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
99New |
$4.87K - $5.27K
|
99
$5.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
78+ 0.38% |
$3.84K - $4.16K
|
20.6K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
61+ 16.31% |
$3K - $3.25K
|
435
$25.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
52New |
$2.56K - $2.77K
|
52
$3K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
42+ 0.72% |
$2.07K - $2.24K
|
5.85K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 3.41% |
$1.87K - $2.02K
|
1.15K
$66.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 1.64% |
$1.13K - $1.23K
|
1.43K
$82.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
18+ 1.67% |
$886 - $959
|
1.1K
$63.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 6.33% |
$492 - $533
|
168
$9.68K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.68% |
$492 - $533
|
1.49K
$85.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.27% |
$197 - $213
|
1.48K
$85.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.08% |
$197 - $213
|
5.02K
$289K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$148 - $160
|
3.43K
$197K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$98.5 - $107
|
1.3K
$74.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.27% |
$49.2 - $53.3
|
373
$21.5K
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-14- 0.18% |
$689 - $746
|
7.82K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-14Closed |
$689 - $746
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-19- 0.12% |
$936 - $1.01K
|
15.8K
$911K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20Closed |
$985 - $1.07K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 6.93% |
$1.03K - $1.12K
|
282
$16.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-25- 0.18% |
$1.23K - $1.33K
|
14.1K
$810K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 1.26% |
$1.23K - $1.33K
|
1.96K
$113K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-29Closed |
$1.43K - $1.55K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29Closed |
$1.43K - $1.55K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38- 0.08% |
$1.87K - $2.02K
|
45.8K
$2.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-56- 0.39% |
$2.76K - $2.98K
|
14.2K
$820K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84Closed |
$4.14K - $4.48K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-155- 3.02% |
$7.63K - $8.26K
|
4.98K
$287K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-179- 3.16% |
$8.81K - $9.54K
|
5.49K
$316K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-197- 4.11% |
$9.7K - $10.5K
|
4.6K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-200Closed |
$9.85K - $10.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-221- 3.53% |
$10.9K - $11.8K
|
6.05K
$348K
|