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
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.41KNew |
$172K - $209K
|
4.41K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.39KNew |
$171K - $208K
|
4.39K
$268K
|
|
|
Jan 19, 2023
Q4 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.35K+ 11.28% |
$170K - $206K
|
42.9K
$2.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.34KNew |
$169K - $206K
|
4.34K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.33KNew |
$169K - $205K
|
4.33K
$265K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.31KNew |
$168K - $204K
|
4.31K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.83K+ 4.14% |
$149K - $181K
|
96.3K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.73K+ 16.4% |
$145K - $177K
|
26.5K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 20.42% |
$135K - $164K
|
20.4K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 27.84% |
$127K - $155K
|
15K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.23K+ 23.46% |
$126K - $153K
|
17K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.18K+ 18.62% |
$124K - $151K
|
20.3K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 12.6% |
$113K - $138K
|
26K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 45.34% |
$103K - $126K
|
8.51K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.33K+ 4.06% |
$90.7K - $110K
|
59.6K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 4.39% |
$89.8K - $109K
|
54.8K
$3.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.29K+ 0.9% |
$89.3K - $109K
|
256K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 14.12% |
$78.7K - $95.8K
|
16.3K
$998K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$78K - $94.9K
|
2K
$122K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.96KNew |
$76.5K - $93K
|
1.96K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.77K+ 238.01% |
$68.9K - $83.8K
|
2.51K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.62K+ 18.55% |
$63K - $76.7K
|
10.3K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 101.84% |
$60.6K - $73.7K
|
3.08K
$188K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 7.64% |
$60.1K - $73.2K
|
21.7K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.54K+ 19.93% |
$60.1K - $73.1K
|
9.27K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.5K+ 3.11% |
$58.4K - $71.1K
|
49.7K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.24K+ 1.26% |
$48.2K - $58.6K
|
99.6K
$6.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.11K+ 1.06% |
$43.2K - $52.5K
|
105K
$6.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 19.31% |
$40.5K - $49.3K
|
6.43K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
996New |
$38.8K - $47.3K
|
996
$60.9K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
994New |
$38.8K - $47.2K
|
994
$60.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
968New |
$37.7K - $45.9K
|
968
$59.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
867+ 75.33% |
$33.8K - $41.1K
|
2.02K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
756+ 7.56% |
$29.5K - $35.9K
|
10.8K
$658K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
750+ 75.23% |
$29.2K - $35.6K
|
1.75K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
700+ 13.3% |
$27.3K - $33.2K
|
5.96K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
452New |
$17.6K - $21.4K
|
452
$27.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
425+ 1.01% |
$16.6K - $20.2K
|
42.5K
$2.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
381+ 2.88% |
$14.9K - $18.1K
|
13.6K
$834K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
363+ 76.91% |
$14.2K - $17.2K
|
835
$51.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
308New |
$12K - $14.6K
|
308
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
278New |
$10.8K - $13.2K
|
278
$17K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
260+ 5.02% |
$10.1K - $12.3K
|
5.44K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
233New |
$9.08K - $11.1K
|
233
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
230+ 2.12% |
$8.97K - $10.9K
|
11.1K
$677K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
215+ 16.44% |
$8.38K - $10.2K
|
1.52K
$93.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
211+ 0.86% |
$8.23K - $10K
|
24.7K
$1.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
208+ 15.94% |
$8.11K - $9.87K
|
1.51K
$92.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
199+ 1.08% |
$7.76K - $9.44K
|
18.7K
$1.14M
|