Purchases and Sales Made in Q3 2022 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q3 2022. 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 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.94K+ 0.95% |
$157K - $192K
|
419K
$25.7M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.64K+ 40.94% |
$145K - $177K
|
12.5K
$769K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.62K+ 0.61% |
$144K - $176K
|
592K
$36.3M
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.42K+ 13.05% |
$136K - $167K
|
29.7K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.32K+ 17.68% |
$132K - $162K
|
22.1K
$1.36M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 21.71% |
$120K - $147K
|
16.9K
$1.04M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.77K+ 12.0% |
$110K - $135K
|
25.8K
$1.58M
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.39K+ 48.53% |
$95K - $116K
|
7.31K
$449K
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.1K+ 0.36% |
$83.5K - $102K
|
591K
$36.3M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.06K+ 29.55% |
$81.9K - $100K
|
9.03K
$554K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.06K+ 45.92% |
$81.8K - $100K
|
6.54K
$401K
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.84K+ 12.21% |
$73K - $89.3K
|
16.9K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8K+ 34.46% |
$71.6K - $87.6K
|
7.02K
$431K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 12.46% |
$70.9K - $86.8K
|
16.1K
$988K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 8.86% |
$66.4K - $81.2K
|
20.5K
$1.26M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.64K+ 12.65% |
$65.1K - $79.7K
|
14.6K
$895K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.48K+ 5.12% |
$58.7K - $71.8K
|
30.3K
$1.86M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 13.51% |
$56.6K - $69.2K
|
12K
$734K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 40.79% |
$51.1K - $62.5K
|
4.43K
$272K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$50.9K - $62.3K
|
1.28K
$78.6K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 6.45% |
$48.6K - $59.5K
|
20.2K
$1.24M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.14K+ 830.66% |
$45.2K - $55.4K
|
1.28K
$78.2K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.13KNew |
$44.9K - $54.9K
|
1.13K
$69.3K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.12K+ 10.57% |
$44.6K - $54.6K
|
11.7K
$720K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.11K+ 14.64% |
$44.3K - $54.2K
|
8.72K
$535K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 21.75% |
$44.2K - $54.1K
|
6.22K
$382K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$43.6K - $53.4K
|
1.1K
$67.3K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.8K - $48.7K
|
1K
$61.4K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
793+ 79300.0% |
$31.5K - $38.6K
|
794
$48.7K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
790+ 4.4% |
$31.4K - $38.4K
|
18.7K
$1.15M
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
790+ 8.78% |
$31.4K - $38.4K
|
9.79K
$601K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
787New |
$31.3K - $38.3K
|
787
$48.3K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660New |
$26.2K - $32.1K
|
660
$40.5K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
644+ 14.66% |
$25.6K - $31.3K
|
5.04K
$309K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
641+ 3.96% |
$25.5K - $31.2K
|
16.8K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
604+ 7.65% |
$24K - $29.4K
|
8.5K
$522K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
552+ 1.19% |
$21.9K - $26.9K
|
46.9K
$2.88M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
516+ 3.85% |
$20.5K - $25.1K
|
13.9K
$855K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
514New |
$20.4K - $25K
|
514
$31.5K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
500+ 205.76% |
$19.9K - $24.3K
|
743
$45.6K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
470+ 3.72% |
$18.7K - $22.9K
|
13.1K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
455+ 2.01% |
$18.1K - $22.1K
|
23K
$1.41M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
451+ 3.53% |
$17.9K - $21.9K
|
13.2K
$813K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
434+ 1.92% |
$17.3K - $21.1K
|
23.1K
$1.42M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
430New |
$17.1K - $20.9K
|
430
$26.4K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400New |
$15.9K - $19.5K
|
400
$24.5K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
386+ 1.77% |
$15.3K - $18.8K
|
22.1K
$1.36M
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
350+ 0.84% |
$13.9K - $17K
|
42.1K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
305+ 0.58% |
$12.1K - $14.8K
|
52.5K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
290+ 1.45% |
$11.5K - $14.1K
|
20.3K
$1.25M
|