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 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-582- 5.37% |
$27.3K - $30.7K
|
10.3K
$602K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-600- 2.29% |
$28.2K - $31.7K
|
25.6K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-679- 1.66% |
$31.9K - $35.9K
|
40.3K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-786- 2.93% |
$36.9K - $41.5K
|
26.1K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-863- 0.7% |
$40.5K - $45.6K
|
123K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-877- 6.8% |
$41.1K - $46.3K
|
12K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1K- 2.38% |
$46.9K - $52.8K
|
41.1K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.09K- 1.53% |
$51.2K - $57.7K
|
70.5K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 23.43% |
$51.7K - $58.2K
|
3.6K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 13.2% |
$52.3K - $58.8K
|
7.33K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.18K- 4.18% |
$55.5K - $62.4K
|
27.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.2K- 19.49% |
$56.3K - $63.3K
|
4.95K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.41K- 5.84% |
$66.3K - $74.6K
|
22.8K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.53K- 8.92% |
$71.6K - $80.6K
|
15.6K
$913K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.56K- 3.17% |
$73.2K - $82.4K
|
47.7K
$2.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.63K- 6.78% |
$76.7K - $86.3K
|
22.5K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.7K- 29.52% |
$79.8K - $89.8K
|
4.06K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1.73K- 1.46% |
$81K - $91.2K
|
116K
$6.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.73K- 82.86% |
$81.2K - $91.4K
|
358
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.14K- 6.69% |
$100K - $113K
|
29.8K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 2.09% |
$101K - $113K
|
101K
$5.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.34K- 0.99% |
$110K - $124K
|
235K
$13.8M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.51K- 5.87% |
$118K - $133K
|
40.2K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.6K- 12.76% |
$122K - $137K
|
17.8K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.06K- 15.55% |
$143K - $161K
|
16.6K
$973K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.14K- 9.55% |
$147K - $166K
|
29.8K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 44.87% |
$147K - $166K
|
3.86K
$226K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.22K- 9.47% |
$151K - $170K
|
30.8K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.3K- 3.56% |
$155K - $174K
|
89.5K
$5.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.45K- 22.25% |
$162K - $182K
|
12.1K
$707K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.81K- 20.06% |
$179K - $201K
|
15.2K
$889K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.29K- 2.7% |
$201K - $227K
|
155K
$9.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.29K- 23.03% |
$201K - $227K
|
14.4K
$841K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-4.39K- 0.97% |
$206K - $232K
|
449K
$26.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-4.47K- 0.04% |
$210K - $236K
|
11.6M
$682M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.6K- 8.91% |
$216K - $243K
|
47K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.95K- 58.04% |
$279K - $314K
|
4.3K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.13K- 16.9% |
$288K - $324K
|
30.1K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-6.9K- 34.89% |
$324K - $365K
|
12.9K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.75K- 0.92% |
$364K - $409K
|
837K
$49M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-8.71K- 70.85% |
$409K - $460K
|
3.58K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-8.89K- 2.15% |
$417K - $469K
|
404K
$23.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-11.1K- 0.98% |
$521K - $586K
|
1.12M
$65.7M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.5K- 8.29% |
$538K - $606K
|
127K
$7.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-13K- 12.12% |
$609K - $686K
|
94.2K
$5.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-13.4K- 21.2% |
$626K - $705K
|
49.6K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.6K- 1.11% |
$730K - $822K
|
1.38M
$80.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-16.3K- 2.0% |
$767K - $863K
|
801K
$46.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-16.7K- 1.17% |
$784K - $883K
|
1.41M
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.4K- 15.37% |
$818K - $921K
|
96K
$5.63M
|