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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.93% |
$657 - $739
|
1.53K
$89.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
7+ 0.14% |
$328 - $370
|
5.14K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.2% |
$282 - $317
|
2.99K
$175K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.55% |
$282 - $317
|
138
$8.09K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$282 - $317
|
1.52K
$89K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.65% |
$141 - $158
|
185
$10.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.65% |
$93.8 - $106
|
123
$7.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$93.8 - $106
|
1.53K
$89.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$46.9 - $52.8
|
387
$22.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.56% |
$46.9 - $52.8
|
179
$10.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 6.08% |
$422 - $475
|
139
$8.15K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-14- 0.22% |
$657 - $739
|
6.24K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-22- 0.52% |
$1.03K - $1.16K
|
4.22K
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24- 0.19% |
$1.13K - $1.27K
|
12.4K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-28- 0.09% |
$1.31K - $1.48K
|
31.4K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35- 55.56% |
$1.64K - $1.85K
|
28
$1.64K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.7% |
$1.74K - $1.95K
|
5.23K
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-50- 0.16% |
$2.35K - $2.64K
|
31.8K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-62- 1.21% |
$2.91K - $3.27K
|
5.07K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-78- 2.85% |
$3.66K - $4.12K
|
2.66K
$156K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-82- 0.37% |
$3.85K - $4.33K
|
22K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.46% |
$3.94K - $4.44K
|
18.2K
$1.07M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-100- 8.61% |
$4.69K - $5.28K
|
1.06K
$62.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-116- 1.59% |
$5.44K - $6.12K
|
7.2K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-135- 0.59% |
$6.33K - $7.13K
|
22.7K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-153- 15.18% |
$7.18K - $8.08K
|
855
$50.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-154- 50.66% |
$7.23K - $8.13K
|
150
$8.79K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 19.04% |
$8.02K - $9.03K
|
727
$42.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-171- 1.39% |
$8.02K - $9.03K
|
12.1K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-171- 0.09% |
$8.02K - $9.03K
|
181K
$10.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-189- 4.33% |
$8.87K - $9.98K
|
4.18K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-194- 1.93% |
$9.1K - $10.2K
|
9.85K
$577K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-219- 68.87% |
$10.3K - $11.6K
|
99
$5.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-233- 4.71% |
$10.9K - $12.3K
|
4.72K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-243- 4.26% |
$11.4K - $12.8K
|
5.46K
$320K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 1.92% |
$11.7K - $13.1K
|
12.7K
$744K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 33.42% |
$11.8K - $13.3K
|
500
$29.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-270- 68.88% |
$12.7K - $14.3K
|
122
$7.15K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-299- 1.5% |
$14K - $15.8K
|
19.6K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-300- 2.97% |
$14.1K - $15.8K
|
9.81K
$575K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-320- 3.25% |
$15K - $16.9K
|
9.53K
$559K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-378- 55.75% |
$17.7K - $20K
|
300
$17.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-450- 5.17% |
$21.1K - $23.8K
|
8.26K
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-484- 9.75% |
$22.7K - $25.6K
|
4.48K
$263K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-500- 8.71% |
$23.5K - $26.4K
|
5.24K
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-501- 10.66% |
$23.5K - $26.5K
|
4.2K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-526- 0.15% |
$24.7K - $27.8K
|
355K
$20.8M
|