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 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-321- 12.81% |
$15.1K - $18.6K
|
2.18K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-339- 4.47% |
$16K - $19.7K
|
7.24K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-344- 1.54% |
$16.2K - $20K
|
22K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-350- 3.29% |
$16.5K - $20.3K
|
10.3K
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-352- 63.77% |
$16.6K - $20.4K
|
200
$11.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-483- 12.07% |
$22.7K - $28.1K
|
3.52K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-490- 10.61% |
$23.1K - $28.5K
|
4.13K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-497- 0.65% |
$23.4K - $28.9K
|
75.8K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-516- 5.84% |
$24.3K - $30K
|
8.32K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-516- 2.48% |
$24.3K - $30K
|
20.3K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-524- 59.61% |
$24.7K - $30.4K
|
355
$20.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-557- 4.92% |
$26.2K - $32.4K
|
10.8K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-559- 1.33% |
$26.3K - $32.5K
|
41.3K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-597- 11.03% |
$28.1K - $34.7K
|
4.82K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-605- 0.18% |
$28.5K - $35.1K
|
331K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-662- 8.68% |
$31.2K - $38.5K
|
6.96K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-700- 3.82% |
$32.9K - $40.7K
|
17.6K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-720- 16.72% |
$33.9K - $41.8K
|
3.59K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-820- 8.83% |
$38.6K - $47.6K
|
8.46K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-850- 2.16% |
$40K - $49.4K
|
38.5K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-862- 4.72% |
$40.6K - $50.1K
|
17.4K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-862- 82.49% |
$40.6K - $50.1K
|
183
$10.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-913- 2.63% |
$43K - $53K
|
33.8K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-992- 31.12% |
$46.7K - $57.6K
|
2.2K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.11K- 8.4% |
$52K - $64.2K
|
12K
$710K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.12K- 3.08% |
$52.8K - $65.2K
|
35.3K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.15K- 3.72% |
$54.1K - $66.8K
|
29.8K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.16K- 16.68% |
$54.4K - $67.2K
|
5.78K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 7.17% |
$55.5K - $68.5K
|
15.3K
$899K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.22K- 1.39% |
$57.4K - $70.8K
|
86.6K
$5.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 20.78% |
$61.8K - $76.2K
|
5K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.44K- 3.05% |
$67.7K - $83.5K
|
45.7K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-1.46K- 4.27% |
$68.7K - $84.8K
|
32.7K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 2.88% |
$69.2K - $85.5K
|
49.5K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.49K- 8.35% |
$70.3K - $86.7K
|
16.4K
$966K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 6.85% |
$73.2K - $90.3K
|
21.1K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.66K- 11.0% |
$78.2K - $96.5K
|
13.4K
$792K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.01K- 11.6% |
$94.8K - $117K
|
15.3K
$904K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.21K- 56.43% |
$104K - $128K
|
1.7K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.3K- 8.22% |
$108K - $134K
|
25.7K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.39K- 25.74% |
$112K - $139K
|
6.88K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.5K- 5.34% |
$118K - $145K
|
44.3K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.6K- 0.9% |
$122K - $151K
|
287K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.78K- 15.19% |
$131K - $161K
|
15.5K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.92K- 7.0% |
$137K - $169K
|
38.8K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.96K- 44.69% |
$139K - $172K
|
3.67K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-2.97K- 5.06% |
$140K - $173K
|
55.7K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.13K- 3.18% |
$147K - $182K
|
95.1K
$5.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 81.67% |
$165K - $203K
|
785
$46.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.6K- 0.3% |
$169K - $209K
|
1.21M
$71.3M
|