Purchases and Sales Made in Q3 2023 in Sun Life Financial Inc (SLF)

SLF Quotes by TradingView

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
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.05K
+ 9.52%
$49.5K - $55.7K
12.1K $681K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.01K
+ 11.79%
$47.5K - $53.4K
9.59K $539K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.01K
New
$47.3K - $53.2K
1.01K $56.6K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
889
+ 11.35%
$41.7K - $46.9K
8.72K $490K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
879
+ 4.59%
$41.2K - $46.4K
20K $1.13M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
812
New
$38.1K - $42.9K
812 $45.6K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
812
New
$38.1K - $42.9K
812 $45.6K
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

BUY
 -
741
+ 2.23%
$34.8K - $39.1K
34K $1.91M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
735
+ 4.59%
$34.5K - $38.8K
16.7K $941K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
692
+ 0.24%
$32.5K - $36.5K
288K $16.2M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
643
+ 12.27%
$30.2K - $34K
5.88K $331K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
529
+ 10.31%
$24.8K - $27.9K
5.66K $318K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
528
+ 7.26%
$24.8K - $27.9K
7.8K $438K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
521
+ 26.09%
$24.4K - $27.5K
2.52K $142K
Nov 14, 2023 Q3 2023
Uss Investment Management LTD

BUY
 -
493
+ 0.29%
$23.1K - $26K
170K $9.56M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
491
+ 20.53%
$23K - $25.9K
2.88K $162K
Nov 07, 2023 Q3 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
454
+ 0.16%
$21.3K - $24K
289K $16.2M
Oct 27, 2023 Q3 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
438
New
$20.6K - $23.1K
438 $24.6K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
424
+ 3.18%
$19.9K - $22.4K
13.8K $774K
Oct 05, 2023 Q3 2023
Unison Advisors LLC

BUY
 -
365
+ 0.84%
$17.1K - $19.3K
43.6K $2.45M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
352
+ 2.68%
$16.5K - $18.6K
13.5K $757K
Nov 13, 2023 Q3 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
312
+ 6.05%
$14.6K - $16.5K
5.47K $307K
Nov 14, 2023 Q3 2023
State Street Corp

Boston, MA
BUY
 -
306
+ 1.22%
$14.4K - $16.2K
25.4K $1.43M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
287
+ 5.19%
$13.5K - $15.2K
5.82K $327K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
269
+ 4.6%
$12.6K - $14.2K
6.12K $344K
Nov 09, 2023 Q3 2023
Rhumbline Advisers

Boston, MA
BUY
 -
265
+ 9.62%
$12.4K - $14K
3.02K $170K
Nov 08, 2023 Q3 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
244
New
$11.4K - $12.9K
244 $13.7K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
170
+ 3.65%
$7.98K - $8.98K
4.83K $271K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
160
+ 9.7%
$7.51K - $8.45K
1.81K $102K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
140
New
$6.57K - $7.39K
140 $7.87K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
123
+ 19.01%
$5.77K - $6.49K
770 $43.3K
Nov 13, 2023 Q3 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
119
New
$5.58K - $6.28K
119 $6.69K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
116
+ 0.27%
$5.44K - $6.12K
42.6K $2.39M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
111
+ 3.06%
$5.21K - $5.86K
3.74K $210K
Nov 14, 2023 Q3 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
108
+ 0.2%
$5.07K - $5.7K
53.4K $3M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
52
New
$2.44K - $2.75K
52 $2.92K
Oct 19, 2023 Q3 2023
First Personal Financial Services

BUY
 -
50
New
$2.35K - $2.64K
50 $2.81K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
46
+ 1.27%
$2.16K - $2.43K
3.66K $206K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
46
+ 1.27%
$2.16K - $2.43K
3.66K $206K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
40
+ 0.88%
$1.88K - $2.11K
4.58K $257K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
40
+ 0.8%
$1.88K - $2.11K
5.04K $283K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
26
+ 0.38%
$1.22K - $1.37K
6.86K $386K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
26
+ 0.38%
$1.22K - $1.37K
6.86K $386K
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
22
+ 0.37%
$1.03K - $1.16K
5.92K $333K
Oct 25, 2023 Q3 2023
Am Investment Strategies LLC

BUY
 -
18
+ 0.23%
$845 - $950
7.98K $449K
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
17
+ 25.37%
$798 - $898
84 $4.72K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
17
+ 0.42%
$798 - $898
4.08K $229K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
16
+ 50.0%
$751 - $845
48 $2.7K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
15
+ 0.68%
$704 - $792
2.23K $125K

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