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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
121+ 403.33% |
$5.7K - $7.03K
|
151
$8.65K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
118New |
$5.55K - $6.85K
|
118
$6.76K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118+ 4.03% |
$5.55K - $6.85K
|
3.05K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
107+ 1.37% |
$5.04K - $6.22K
|
7.89K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 3.09% |
$4.52K - $5.58K
|
3.2K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89New |
$4.19K - $5.17K
|
89
$5.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
77+ 0.4% |
$3.62K - $4.47K
|
19.4K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 2.74% |
$3.44K - $4.24K
|
2.74K
$157K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
67+ 5.39% |
$3.15K - $3.89K
|
1.31K
$75.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 15.73% |
$2.12K - $2.61K
|
331
$19K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 26.8% |
$1.93K - $2.38K
|
194
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40+ 1.95% |
$1.88K - $2.32K
|
2.09K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
37+ 0.79% |
$1.74K - $2.15K
|
4.74K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
27+ 7.65% |
$1.27K - $1.57K
|
380
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 2.69% |
$1.18K - $1.45K
|
953
$54.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23+ 0.14% |
$1.08K - $1.34K
|
16.3K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21New |
$988 - $1.22K
|
21
$1.2K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.49% |
$941 - $1.16K
|
4.1K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
20+ 0.25% |
$941 - $1.16K
|
8.06K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 3.57% |
$612 - $755
|
377
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$565 - $697
|
18.3K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 0.83% |
$471 - $581
|
1.21K
$69.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10+ 0.05% |
$471 - $581
|
18.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.03% |
$141 - $174
|
294
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$141 - $174
|
14.5K
$829K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$141 - $174
|
1.54K
$88.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$94.1 - $116
|
6.87K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.72% |
$47.1 - $58.1
|
140
$8.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.54% |
$47.1 - $58.1
|
185
$10.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.45% |
$47.1 - $58.1
|
222
$12.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.51% |
$94.1 - $116
|
390
$22.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 13.41% |
$518 - $639
|
71
$4.07K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14- 0.25% |
$659 - $813
|
5.69K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21- 0.2% |
$988 - $1.22K
|
10.3K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46- 0.98% |
$2.17K - $2.67K
|
4.66K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 1.43% |
$3.15K - $3.89K
|
4.62K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-108- 1.64% |
$5.08K - $6.27K
|
6.48K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 0.68% |
$5.46K - $6.74K
|
16.9K
$970K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-136- 34.69% |
$6.4K - $7.9K
|
256
$14.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-138- 2.76% |
$6.5K - $8.02K
|
4.85K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-144- 2.83% |
$6.78K - $8.36K
|
4.95K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-199- 1.64% |
$9.37K - $11.6K
|
12K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-202- 1.87% |
$9.51K - $11.7K
|
10.6K
$607K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-225- 0.33% |
$10.6K - $13.1K
|
67.9K
$3.89M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-250- 4.06% |
$11.8K - $14.5K
|
5.91K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.18% |
$11.9K - $14.6K
|
21.2K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-252- 7.02% |
$11.9K - $14.6K
|
3.34K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 4.36% |
$12.1K - $15K
|
5.66K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-265- 3.43% |
$12.5K - $15.4K
|
7.46K
$427K
|