Purchases and Sales Made in Q3 2024 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q3 2024. 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 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.5K+ 1.74% |
$495K - $611K
|
614K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
8.98K+ 2.99% |
$423K - $522K
|
309K
$18.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.73K+ 100.0% |
$411K - $507K
|
17.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
8.19K+ 8.85% |
$385K - $476K
|
101K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.08KNew |
$380K - $469K
|
8.08K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.74K+ 40.58% |
$364K - $449K
|
26.8K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.94KNew |
$326K - $403K
|
6.94K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$287K - $354K
|
6.1K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
6.08K+ 45.84% |
$286K - $353K
|
19.3K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.73K+ 4244.44% |
$270K - $333K
|
5.87K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.31K+ 12.54% |
$250K - $308K
|
47.7K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.22K+ 2.4% |
$246K - $303K
|
222K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.09K+ 13.33% |
$239K - $295K
|
43.2K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.93KNew |
$232K - $286K
|
4.93K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.78K+ 1.66% |
$225K - $278K
|
293K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.58KNew |
$215K - $266K
|
4.58K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 4.31% |
$207K - $255K
|
106K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.26KNew |
$201K - $248K
|
4.26K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.25K+ 65.71% |
$200K - $247K
|
10.7K
$632K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.24K+ 123.74% |
$199K - $246K
|
7.66K
$451K
|
|
|
Oct 16, 2024
Q3 2024
|
Heathbridge Capital Management Ltd.
|
BUY
|
- |
4.2KNew |
$198K - $244K
|
4.2K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.09KNew |
$192K - $238K
|
4.09K
$241K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
3.97KNew |
$187K - $231K
|
3.97K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.94KNew |
$186K - $229K
|
3.94K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.94KNew |
$185K - $229K
|
3.94K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.85KNew |
$181K - $224K
|
3.85K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.77KNew |
$177K - $219K
|
3.77K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.77KNew |
$177K - $219K
|
3.77K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.73KNew |
$175K - $216K
|
3.73K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.72KNew |
$175K - $216K
|
3.72K
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.66KNew |
$172K - $212K
|
3.66K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.61K+ 33.7% |
$170K - $210K
|
14.3K
$845K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$170K - $210K
|
3.61K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.58KNew |
$169K - $208K
|
3.58K
$211K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.58K+ 10.36% |
$169K - $208K
|
38.1K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56KNew |
$168K - $207K
|
3.56K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.53KNew |
$166K - $205K
|
3.53K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.53KNew |
$166K - $205K
|
3.53K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.45K+ 4.62% |
$162K - $200K
|
78.1K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.3K+ 11.43% |
$156K - $192K
|
32.2K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.19K+ 71.19% |
$150K - $185K
|
7.66K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.15K+ 22.0% |
$148K - $183K
|
17.4K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03K+ 7.68% |
$143K - $176K
|
42.5K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.39K+ 0.62% |
$112K - $139K
|
385K
$22.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.28K+ 29.31% |
$107K - $132K
|
10.1K
$593K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.24K+ 61.26% |
$106K - $130K
|
5.91K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.09K+ 1.85% |
$98.1K - $121K
|
115K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$94.1K - $116K
|
2K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.91K+ 27.34% |
$89.9K - $111K
|
8.89K
$524K
|