Purchases and Sales Made in Q3 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q3 2023. 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, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
10.8K+ 32.46% |
$507K - $571K
|
44.1K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7K+ 43.65% |
$503K - $567K
|
35.3K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.7K+ 2.29% |
$503K - $567K
|
480K
$28.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 7.2% |
$479K - $539K
|
152K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10K+ 35.71% |
$470K - $529K
|
38.1K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8.9K+ 70.68% |
$418K - $470K
|
21.5K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.9K+ 103.49% |
$418K - $470K
|
17.5K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
8.8KNew |
$413K - $464K
|
8.8K
$516K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.6K+ 1433.33% |
$404K - $454K
|
9.2K
$539K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.1K+ 30.31% |
$380K - $428K
|
34.8K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
8.1K+ 2.9% |
$380K - $428K
|
288K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.06K+ 36.91% |
$378K - $426K
|
29.9K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.75K+ 8.77% |
$363K - $409K
|
96K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.03KNew |
$330K - $371K
|
7.03K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.98KNew |
$328K - $369K
|
6.98K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
6.46K+ 11.22% |
$303K - $341K
|
64.1K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.39K+ 43.79% |
$300K - $337K
|
21K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.06KNew |
$284K - $320K
|
6.06K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.77KNew |
$271K - $305K
|
5.77K
$338K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.36K+ 805.71% |
$251K - $283K
|
6.02K
$353K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.96K+ 8.62% |
$233K - $262K
|
62.5K
$3.67M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
4.95KNew |
$232K - $261K
|
4.95K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$228K - $257K
|
4.87K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.5KNew |
$211K - $238K
|
4.5K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.43K+ 19.09% |
$208K - $234K
|
27.6K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
4.2K+ 4.2% |
$197K - $222K
|
104K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.75K+ 12.68% |
$176K - $198K
|
33.3K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.69K+ 8.26% |
$173K - $195K
|
48.4K
$2.83M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.6K+ 13.38% |
$169K - $190K
|
30.5K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.23K+ 22.8% |
$152K - $171K
|
17.4K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.16K+ 5.46% |
$148K - $167K
|
61K
$3.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.99K+ 38.09% |
$140K - $158K
|
10.8K
$636K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.88K+ 3.27% |
$135K - $152K
|
90.7K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.69K+ 0.18% |
$126K - $142K
|
1.47M
$85.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.4KNew |
$112K - $127K
|
2.4K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.27K+ 0.45% |
$106K - $120K
|
509K
$29.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.14K+ 21.77% |
$100K - $113K
|
12K
$702K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$93.8K - $106K
|
2K
$117K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.74K+ 2.44% |
$81.8K - $92K
|
73.2K
$4.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 13.54% |
$80.4K - $90.4K
|
14.4K
$842K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.63K+ 30.2% |
$76.6K - $86.2K
|
7.04K
$412K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.62K+ 0.21% |
$75.8K - $85.3K
|
789K
$46.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 18.41% |
$74.1K - $83.4K
|
10.2K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 11.86% |
$71.8K - $80.8K
|
14.4K
$846K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.4K+ 0.53% |
$65.7K - $74K
|
264K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.35K+ 11.43% |
$63.2K - $71.1K
|
13.1K
$769K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.26KNew |
$59.3K - $66.7K
|
1.26K
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.22K+ 1.09% |
$57.4K - $64.6K
|
114K
$6.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 21.64% |
$56.5K - $63.6K
|
6.77K
$397K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.15K+ 5.6% |
$54.1K - $60.9K
|
21.8K
$1.28M
|