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 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-765- 5.25% |
$29.8K - $36.3K
|
13.8K
$846K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-827- 6.92% |
$32.2K - $39.2K
|
11.1K
$681K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-934- 5.8% |
$36.4K - $44.3K
|
15.2K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-960- 1.74% |
$37.4K - $45.5K
|
54.1K
$3.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07K- 17.66% |
$41.7K - $50.7K
|
4.99K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1.09K- 8.21% |
$42.5K - $51.7K
|
12.2K
$746K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-1.13K- 0.92% |
$44.1K - $53.6K
|
122K
$7.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 4.02% |
$47.5K - $57.8K
|
29.1K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 14.74% |
$53.9K - $65.6K
|
8K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.42K- 17.18% |
$55.4K - $67.4K
|
6.85K
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 6.2% |
$56.4K - $68.6K
|
21.9K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.49K- 3.19% |
$58.3K - $70.9K
|
45.4K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.58K- 13.89% |
$61.6K - $75K
|
9.8K
$600K
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.61K- 25.92% |
$62.7K - $76.3K
|
4.6K
$281K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.64K- 0.11% |
$63.7K - $77.6K
|
1.43M
$87.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.65K- 2.84% |
$64.4K - $78.3K
|
56.4K
$3.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.78K- 31.04% |
$69.2K - $84.2K
|
3.94K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 9.15% |
$71.1K - $86.5K
|
18.1K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.95K- 43.95% |
$76K - $92.4K
|
2.48K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.95K- 9.51% |
$76.1K - $92.6K
|
18.6K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-2.06K- 31.47% |
$80.2K - $97.6K
|
4.48K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-2.91K- 90.22% |
$113K - $138K
|
315
$19.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.92K- 8.47% |
$114K - $139K
|
31.6K
$1.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.39K- 37.51% |
$132K - $161K
|
5.64K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.53K- 13.32% |
$138K - $167K
|
23K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-3.59K- 2.93% |
$140K - $170K
|
119K
$7.27M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.59K- 2.39% |
$140K - $170K
|
146K
$8.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.78K- 1.42% |
$147K - $179K
|
263K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.4K- 18.75% |
$172K - $209K
|
19.1K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.61K- 10.68% |
$180K - $219K
|
38.6K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.97K- 2.2% |
$194K - $236K
|
221K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-6.88K- 4.18% |
$268K - $327K
|
158K
$9.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.28K- 2.41% |
$284K - $345K
|
295K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.91K- 54.64% |
$308K - $375K
|
6.56K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.29K- 3.31% |
$323K - $393K
|
242K
$14.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.36K- 63.09% |
$365K - $444K
|
5.48K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.2K- 93.44% |
$437K - $532K
|
787
$48.1K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12.9K- 54.97% |
$504K - $613K
|
10.6K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13KClosed |
$507K - $617K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 0.64% |
$539K - $656K
|
2.16M
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-14K- 0.74% |
$546K - $665K
|
1.87M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.9K- 3.16% |
$579K - $705K
|
456K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-15K- 56.1% |
$586K - $713K
|
11.8K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.8K- 2.42% |
$732K - $891K
|
757K
$46.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-20.5K- 17.24% |
$798K - $971K
|
98.2K
$6.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-20.5K- 58.27% |
$800K - $973K
|
14.7K
$899K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-23.1K- 75.83% |
$901K - $1.1M
|
7.37K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-29.9K- 13.95% |
$1.17M - $1.42M
|
184K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-33.9K- 25.05% |
$1.32M - $1.61M
|
101K
$6.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
SELL
|
- |
-39.4K- 3.19% |
$1.54M - $1.87M
|
1.2M
$73.3M
|