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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
208+ 15.94% |
$8.11K - $9.87K
|
1.51K
$86.5K
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
199+ 1.08% |
$7.76K - $9.44K
|
18.7K
$1.07M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$7.37K - $8.97K
|
189
$10.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
181New |
$7.06K - $8.59K
|
181
$10.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
125+ 15.74% |
$4.87K - $5.93K
|
919
$52.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 1.77% |
$4.17K - $5.08K
|
6.15K
$352K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 25.0% |
$3.9K - $4.74K
|
500
$28.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
100+ 0.81% |
$3.9K - $4.74K
|
12.4K
$709K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
79+ 2.24% |
$3.08K - $3.75K
|
3.61K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
77+ 14.98% |
$3K - $3.65K
|
591
$33.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
53+ 5.29% |
$2.07K - $2.51K
|
1.05K
$60.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33New |
$1.29K - $1.57K
|
33
$1.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32New |
$1.25K - $1.52K
|
32
$1.83K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29New |
$1.13K - $1.38K
|
29
$1.66K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
14+ 0.12% |
$546 - $664
|
12.2K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 9.84% |
$468 - $569
|
134
$7.66K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$234 - $285
|
5.67K
$324K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.79% |
$156 - $190
|
509
$29.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.53% |
$78 - $94.9
|
380
$21.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 1.16% |
$78 - $94.9
|
175
$10K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-1- 0.01% |
$39 - $47.4
|
12K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4- 0.01% |
$156 - $190
|
44.8K
$2.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.64% |
$351 - $427
|
1.39K
$79.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12- 0.11% |
$468 - $569
|
11K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.13% |
$624 - $759
|
12.4K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 10.47% |
$702 - $854
|
154
$8.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-20- 1.18% |
$780 - $949
|
1.67K
$95.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-38- 48.1% |
$1.48K - $1.8K
|
41
$2.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-44- 34.92% |
$1.72K - $2.09K
|
82
$4.69K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49- 0.34% |
$1.91K - $2.32K
|
14.2K
$813K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 2.67% |
$1.95K - $2.37K
|
1.82K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67- 0.51% |
$2.61K - $3.18K
|
13K
$744K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-99- 7.76% |
$3.86K - $4.7K
|
1.18K
$67.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-105- 0.46% |
$4.09K - $4.98K
|
22.9K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-117- 1.88% |
$4.56K - $5.55K
|
6.11K
$349K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-200- 2.0% |
$7.8K - $9.49K
|
9.8K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-227- 7.57% |
$8.85K - $10.8K
|
2.77K
$158K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-235- 1.87% |
$9.16K - $11.1K
|
12.3K
$703K
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-235- 3.75% |
$9.16K - $11.1K
|
6.04K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-284- 7.92% |
$11.1K - $13.5K
|
3.3K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-289- 11.78% |
$11.3K - $13.7K
|
2.17K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-298- 0.16% |
$11.6K - $14.1K
|
187K
$10.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 18.7% |
$11.7K - $14.2K
|
1.3K
$74.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-337- 2.02% |
$13.1K - $16K
|
16.4K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-399- 0.1% |
$15.6K - $18.9K
|
418K
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-400- 3.69% |
$15.6K - $19K
|
10.5K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-430- 4.62% |
$16.8K - $20.4K
|
8.87K
$507K
|