Purchases and Sales Made in Q4 2021 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.72K+ 3.73% |
$88.5K - $99.1K
|
47.8K
$2.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 46.78% |
$86.9K - $97.3K
|
5.3K
$323K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.44K+ 6.29% |
$74.2K - $83.1K
|
24.4K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 5.45% |
$70.5K - $79K
|
26.5K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.32K+ 6.51% |
$67.9K - $76.1K
|
21.6K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.23K+ 16.79% |
$63.1K - $70.7K
|
8.54K
$520K
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
1.09K+ 0.08% |
$56.1K - $62.9K
|
1.3M
$79.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$55.9K - $62.6K
|
1.09K
$66.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 3.56% |
$54.3K - $60.8K
|
30.7K
$1.87M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$52.7K - $59.1K
|
1.03K
$62.4K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 2.61% |
$52.6K - $58.9K
|
40.2K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
911+ 4.1% |
$46.9K - $52.5K
|
23.1K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
838+ 6.35% |
$43.1K - $48.3K
|
14K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
834+ 17.55% |
$42.9K - $48.1K
|
5.59K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
775New |
$39.9K - $44.7K
|
775
$47.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
670+ 13.46% |
$34.5K - $38.6K
|
5.65K
$344K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
597+ 231.4% |
$30.7K - $34.4K
|
855
$52.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
596New |
$30.7K - $34.3K
|
596
$36.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
502+ 0.39% |
$25.8K - $28.9K
|
130K
$7.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
475New |
$24.4K - $27.4K
|
475
$28.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
473+ 13.81% |
$24.3K - $27.3K
|
3.9K
$238K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
470+ 8.55% |
$24.2K - $27.1K
|
5.96K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
452New |
$23.3K - $26K
|
452
$27.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
440+ 0.96% |
$22.6K - $25.4K
|
46.2K
$2.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
404New |
$20.8K - $23.3K
|
404
$24.6K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
402New |
$20.7K - $23.2K
|
402
$24.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
376+ 2.39% |
$19.3K - $21.7K
|
16.1K
$980K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366+ 2.74% |
$18.8K - $21.1K
|
13.7K
$837K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
349+ 6.83% |
$18K - $20.1K
|
5.46K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
328+ 1.32% |
$16.9K - $18.9K
|
25.1K
$1.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
285+ 0.69% |
$14.7K - $16.4K
|
41.4K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
269+ 1.21% |
$13.8K - $15.5K
|
22.4K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
264+ 1.29% |
$13.6K - $15.2K
|
20.7K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
253New |
$13K - $14.6K
|
253
$15.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
243New |
$12.5K - $14K
|
243
$14.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
224+ 8.92% |
$11.5K - $12.9K
|
2.74K
$167K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
193+ 0.09% |
$9.93K - $11.1K
|
207K
$12.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187New |
$9.62K - $10.8K
|
187
$11.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
186New |
$9.57K - $10.7K
|
186
$11.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
175+ 0.06% |
$9.01K - $10.1K
|
313K
$19.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
173+ 1.37% |
$8.9K - $9.97K
|
12.8K
$781K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
165+ 37.93% |
$8.49K - $9.51K
|
600
$36.6K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
126+ 1.51% |
$6.48K - $7.26K
|
8.46K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
121New |
$6.23K - $6.97K
|
121
$7.37K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 0.32% |
$5.15K - $5.76K
|
31.3K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
99+ 0.47% |
$5.09K - $5.71K
|
21.3K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91+ 7.9% |
$4.68K - $5.24K
|
1.24K
$75.7K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
84New |
$4.32K - $4.84K
|
84
$5.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
42+ 0.72% |
$2.16K - $2.42K
|
5.89K
$359K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 2.88% |
$2.11K - $2.36K
|
1.47K
$89.4K
|