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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37+ 0.28% |
$1.9K - $2.13K
|
13.2K
$808K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.85K - $2.07K
|
36
$2.2K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27+ 0.54% |
$1.39K - $1.56K
|
5.01K
$306K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
19+ 0.37% |
$978 - $1.09K
|
5.2K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14New |
$720 - $807
|
14
$857
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.67% |
$515 - $576
|
1.5K
$91.8K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 0.41% |
$412 - $461
|
1.97K
$120K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$412 - $461
|
8
$489
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8+ 0.08% |
$412 - $461
|
10.6K
$648K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.2% |
$412 - $461
|
4.03K
$247K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.07% |
$360 - $403
|
9.63K
$589K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
6New |
$309 - $346
|
6
$367
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.03% |
$154 - $173
|
10.6K
$651K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.6% |
$51.5 - $57.6
|
169
$10.3K
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$51.5 - $57.6
|
1.3K
$79.7K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 0.35% |
$51.5 - $57.6
|
281
$17.2K
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
SELL
|
- |
-34- 0.59% |
$1.75K - $1.96K
|
5.74K
$351K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-42- 0.63% |
$2.16K - $2.42K
|
6.65K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-75- 1.14% |
$3.86K - $4.32K
|
6.53K
$400K
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-120- 0.65% |
$6.18K - $6.92K
|
18.3K
$1.12M
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-123- 11.23% |
$6.33K - $7.09K
|
972
$59.5K
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-147- 0.03% |
$7.56K - $8.47K
|
501K
$30.7M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-147- 22.97% |
$7.56K - $8.47K
|
493
$30.2K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-170- 1.07% |
$8.75K - $9.8K
|
15.7K
$958K
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-200Closed |
$10.3K - $11.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-226- 3.98% |
$11.6K - $13K
|
5.46K
$334K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-241Closed |
$12.4K - $13.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-241- 2.23% |
$12.4K - $13.9K
|
10.5K
$645K
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-263- 5.53% |
$13.5K - $15.2K
|
4.49K
$275K
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-325- 3.12% |
$16.7K - $18.7K
|
10.1K
$618K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-373Closed |
$19.2K - $21.5K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-390- 3.42% |
$20.1K - $22.5K
|
11K
$675K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-412- 8.27% |
$21.2K - $23.7K
|
4.57K
$280K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-421- 25.89% |
$21.7K - $24.3K
|
1.21K
$73.7K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-438Closed |
$22.5K - $25.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-440- 5.51% |
$22.6K - $25.4K
|
7.55K
$462K
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-447- 1.19% |
$23K - $25.8K
|
37K
$2.26M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-449- 8.94% |
$23.1K - $25.9K
|
4.57K
$280K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-464Closed |
$23.9K - $26.7K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-489- 11.42% |
$25.2K - $28.2K
|
3.79K
$232K
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 20.0% |
$25.7K - $28.8K
|
2K
$122K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 50.0% |
$25.7K - $28.8K
|
500
$30.6K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-569- 7.28% |
$29.3K - $32.8K
|
7.25K
$443K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-586- 12.14% |
$30.2K - $33.8K
|
4.24K
$260K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-589- 11.49% |
$30.3K - $33.9K
|
4.54K
$277K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-600Closed |
$30.9K - $34.6K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-609- 13.71% |
$31.3K - $35.1K
|
3.83K
$235K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-691- 3.69% |
$35.6K - $39.8K
|
18K
$1.1M
|