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
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
290+ 1.45% |
$11.5K - $14.1K
|
20.3K
$1.16M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
190+ 2.09% |
$7.55K - $9.25K
|
9.3K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
189+ 8.34% |
$7.51K - $9.2K
|
2.45K
$141K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
178New |
$7.08K - $8.66K
|
178
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
151+ 0.57% |
$6K - $7.35K
|
26.8K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
142+ 1.16% |
$5.65K - $6.91K
|
12.4K
$712K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
103+ 8.86% |
$4.1K - $5.01K
|
1.27K
$72.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
82+ 0.02% |
$3.26K - $3.99K
|
471K
$26.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
69+ 15.51% |
$2.74K - $3.36K
|
514
$29.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 69.66% |
$2.47K - $3.02K
|
151
$8.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
59+ 0.99% |
$2.35K - $2.87K
|
6.05K
$346K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
57+ 4.57% |
$2.27K - $2.77K
|
1.31K
$74.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 1.54% |
$1.91K - $2.34K
|
3.16K
$181K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 32.61% |
$1.19K - $1.46K
|
122
$6.99K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23+ 1.38% |
$914 - $1.12K
|
1.69K
$96.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23+ 0.4% |
$914 - $1.12K
|
5.72K
$327K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
17+ 27.42% |
$676 - $827
|
79
$4.52K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.96% |
$437 - $535
|
1.15K
$65.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.74% |
$437 - $535
|
1.5K
$85.9K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$79.5 - $97.3
|
1.31K
$74.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 0.1% |
$79.5 - $97.3
|
2.09K
$120K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.58% |
$39.8 - $48.7
|
172
$9.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$39.8 - $48.7
|
5.46K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4- 0.04% |
$159 - $195
|
9.48K
$543K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-6- 0.11% |
$239 - $292
|
5.42K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6- 0.12% |
$239 - $292
|
5.18K
$297K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 0.99% |
$398 - $487
|
1K
$57.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 0.07% |
$437 - $535
|
16.7K
$956K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.92% |
$517 - $633
|
1.4K
$80.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-24- 0.43% |
$954 - $1.17K
|
5.58K
$319K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-25- 0.17% |
$994 - $1.22K
|
14.3K
$817K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 5.41% |
$1.07K - $1.31K
|
472
$27K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 29.21% |
$2.07K - $2.53K
|
126
$7.21K
|
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
SELL
|
- |
-58- 0.47% |
$2.31K - $2.82K
|
12.3K
$704K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 19.57% |
$3.66K - $4.48K
|
378
$21.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 0.23% |
$3.98K - $4.87K
|
43.2K
$2.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-131- 2.37% |
$5.21K - $6.37K
|
5.39K
$308K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-150- 0.61% |
$5.96K - $7.3K
|
24.5K
$1.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-162- 48.36% |
$6.44K - $7.88K
|
173
$9.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-188- 3.5% |
$7.47K - $9.15K
|
5.18K
$296K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-190- 5.11% |
$7.55K - $9.25K
|
3.53K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-219- 5.76% |
$8.71K - $10.7K
|
3.59K
$205K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-248- 3.15% |
$9.86K - $12.1K
|
7.62K
$436K
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-316- 4.84% |
$12.6K - $15.4K
|
6.21K
$355K
|
|
|
Oct 14, 2022
Q3 2022
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-400- 6.25% |
$15.9K - $19.5K
|
6K
$344K
|