Purchases and Sales Made in Q3 2024 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 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 12, 2024 Q3 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
1.91K
+ 27.34%
$89.9K - $111K
8.89K $509K
Nov 07, 2024 Q3 2024
Swiss National Bank

Zurich, V8
BUY
 -
1.9K
+ 0.11%
$89.4K - $110K
1.75M $100M
Nov 12, 2024 Q3 2024
Independent Advisor Alliance

BUY
 -
1.83K
+ 14.56%
$86K - $106K
14.4K $824K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
1.77K
+ 29.33%
$83.5K - $103K
7.82K $448K
Nov 05, 2024 Q3 2024
Plato Investment Management LTD

Sydney, C3
BUY
 -
1.75K
New
$82.1K - $101K
1.75K $99.9K
Feb 04, 2025 Q3 2024
Ifp Advisors, Inc

BUY
 -
1.69K
+ 650.38%
$79.6K - $98.2K
1.95K $112K
Nov 12, 2024 Q3 2024
Pictet Asset Management Holding Sa

Carouge, V8
BUY
 -
1.61K
+ 0.54%
$75.6K - $93.3K
298K $17.1M
Nov 08, 2024 Q3 2024
Alta Advisers LTD

BUY
 -
1.57K
New
$73.9K - $91.2K
1.57K $89.9K
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.55K
+ 28.87%
$73K - $90.1K
6.92K $396K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.53K
New
$72K - $88.8K
1.53K $87.6K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.35K
+ 5.62%
$63.5K - $78.3K
25.3K $1.45M
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.26K
+ 2.3%
$59.1K - $72.9K
55.9K $3.2M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.25K
+ 5.84%
$58.8K - $72.6K
22.6K $1.3M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.23K
+ 71.09%
$57.8K - $71.3K
2.95K $169K
Nov 14, 2024 Q3 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
1.07K
+ 24.09%
$50.6K - $62.4K
5.53K $317K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
1.07K
New
$50.6K - $62.4K
1.07K $61.5K
Nov 08, 2024 Q3 2024
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
1.04K
+ 16.92%
$48.9K - $60.4K
7.18K $411K
Nov 14, 2024 Q3 2024
Claret Asset Management Corp

BUY
 -
1.04K
+ 13.33%
$48.7K - $60.1K
8.8K $504K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.03K
+ 28.68%
$48.2K - $59.5K
4.6K $263K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
963
New
$45.3K - $55.9K
963 $55.1K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
954
+ 22.99%
$44.9K - $55.4K
5.1K $292K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
879
New
$41.4K - $51.1K
879 $50.3K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
788
New
$37.1K - $45.8K
788 $45.1K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
722
+ 1.63%
$34K - $41.9K
45K $2.58M
Nov 14, 2024 Q3 2024
Group One Trading, L.P.

Chicago, IL
BUY
 -
700
New
$32.9K - $40.7K
700 $40.1K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
676
New
$31.8K - $39.3K
676 $38.7K
Nov 07, 2024 Q3 2024
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
675
+ 0.88%
$31.8K - $39.2K
77.7K $4.45M
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
627
+ 9.53%
$29.5K - $36.4K
7.21K $413K
Oct 23, 2024 Q3 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
615
+ 2.43%
$28.9K - $35.7K
26K $1.49M
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
614
+ 11.31%
$28.9K - $35.7K
6.04K $346K
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
590
+ 1.23%
$27.8K - $34.3K
48.6K $2.78M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
582
+ 0.98%
$27.4K - $33.8K
60.1K $3.44M
Nov 12, 2024 Q3 2024
Montrusco Bolton Investments Inc.

Montreal, A8
BUY
 -
562
+ 5.07%
$26.5K - $32.6K
11.7K $667K
Oct 29, 2024 Q3 2024
Pds Planning, Inc

BUY
 -
555
+ 11.34%
$26.1K - $32.2K
5.45K $312K
Nov 13, 2024 Q3 2024
Candriam S.C.A.

BUY
 -
536
+ 4.43%
$25.2K - $31.1K
12.6K $723K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
522
+ 2747.37%
$24.6K - $30.3K
541 $31K
Nov 12, 2024 Q3 2024
Maryland State Retirement & Pension System

BUY
 -
475
+ 1.4%
$22.4K - $27.6K
34.5K $1.97M
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
458
New
$21.6K - $26.6K
458 $26.2K
Nov 04, 2024 Q3 2024
Addison Advisors LLC

BUY
 -
361
+ 124.91%
$17K - $21K
650 $37.2K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
353
New
$16.6K - $20.5K
353 $20.2K
Nov 12, 2024 Q3 2024
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
349
+ 0.21%
$16.4K - $20.3K
168K $9.61M
Nov 14, 2024 Q3 2024
State Street Corp

Boston, MA
BUY
 -
330
+ 0.84%
$15.5K - $19.2K
39.5K $2.26M
Feb 28, 2025 Q3 2024
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
327
New
$15.4K - $19K
327 $18.7K
Oct 23, 2024 Q3 2024
Assenagon Asset Management S.A.

BUY
 -
200
+ 0.32%
$9.41K - $11.6K
62.6K $3.58M
Oct 21, 2024 Q3 2024
Waldron Private Wealth LLC

BUY
 -
186
New
$8.76K - $10.8K
186 $10.7K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
184
New
$8.66K - $10.7K
184 $10.5K
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
171
+ 2.61%
$8.05K - $9.93K
6.73K $385K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
154
+ 1.38%
$7.25K - $8.95K
11.3K $649K
Nov 07, 2024 Q3 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
144
+ 1.32%
$6.78K - $8.36K
11K $631K

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