Purchases and Sales Made in Q4 2022 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2022. 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, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
18.3K+ 273.34% |
$714K - $869K
|
25K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18K+ 100.0% |
$702K - $854K
|
36K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
16.5K+ 5.03% |
$644K - $784K
|
345K
$21M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
16.5KNew |
$642K - $782K
|
16.5K
$1M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.9K+ 147.3% |
$581K - $707K
|
25K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
14.3K+ 0.11% |
$556K - $677K
|
13.5M
$819M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
14.2K+ 120.78% |
$554K - $674K
|
26K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
14.2K+ 75.51% |
$554K - $674K
|
33K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14K+ 43.6% |
$547K - $665K
|
46.2K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.3K+ 4.53% |
$479K - $582K
|
283K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 102.08% |
$462K - $562K
|
23.5K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
11.3K+ 7.67% |
$439K - $535K
|
158K
$9.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
11K+ 1.43% |
$430K - $524K
|
782K
$47.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.9KNew |
$425K - $517K
|
10.9K
$662K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 64.21% |
$421K - $512K
|
27.6K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
10.2K+ 4.45% |
$396K - $482K
|
238K
$14.5M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10K+ 0.64% |
$391K - $475K
|
1.57M
$95.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.3K+ 3.93% |
$363K - $441K
|
246K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.87KNew |
$346K - $421K
|
8.87K
$540K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
8.76K+ 72.36% |
$342K - $416K
|
20.9K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.81KNew |
$305K - $371K
|
7.81K
$475K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.78KNew |
$303K - $369K
|
7.78K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.6KNew |
$296K - $361K
|
7.6K
$462K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
7.06K+ 126.57% |
$275K - $335K
|
12.6K
$768K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.78KNew |
$265K - $322K
|
6.78K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.6K+ 24.18% |
$257K - $313K
|
33.9K
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.59K+ 77.5% |
$257K - $313K
|
15.1K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
6.53K+ 46.84% |
$254K - $310K
|
20.5K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.48KNew |
$253K - $307K
|
6.48K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.95K+ 5.72% |
$232K - $282K
|
110K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.68KNew |
$222K - $270K
|
5.68K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.67K+ 25.65% |
$221K - $269K
|
27.8K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.51KNew |
$215K - $261K
|
5.51K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.49K+ 3.79% |
$214K - $260K
|
150K
$9.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.35KNew |
$209K - $254K
|
5.35K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.31K+ 55.98% |
$207K - $252K
|
14.8K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.28KNew |
$206K - $250K
|
5.28K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.1KNew |
$199K - $242K
|
5.1K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.02K+ 19.69% |
$196K - $238K
|
30.5K
$1.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5KNew |
$195K - $237K
|
5K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.94KNew |
$192K - $234K
|
4.94K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.88K+ 65.23% |
$190K - $232K
|
12.4K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.64KNew |
$181K - $220K
|
4.64K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$280K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.57KNew |
$178K - $217K
|
4.57K
$278K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.55KNew |
$177K - $216K
|
4.55K
$277K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
4.53K+ 1.02% |
$177K - $215K
|
449K
$27.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.51KNew |
$176K - $214K
|
4.51K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.47KNew |
$174K - $212K
|
4.47K
$272K
|