Purchases and Sales Made in Q4 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2023. 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 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.31K+ 23.06% |
$148K - $173K
|
17.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.12K+ 14.86% |
$139K - $163K
|
24.1K
$1.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.09K+ 14.38% |
$138K - $162K
|
24.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.08K+ 5.77% |
$138K - $161K
|
56.5K
$3.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.9KNew |
$130K - $151K
|
2.9K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.76K+ 2.65% |
$123K - $144K
|
107K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.65K+ 7.4% |
$119K - $138K
|
38.4K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.59K+ 8.26% |
$116K - $135K
|
34K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.51K+ 6.24% |
$112K - $131K
|
42.7K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.46K+ 14.48% |
$110K - $128K
|
19.4K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 26.27% |
$108K - $126K
|
11.6K
$691K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 48.47% |
$105K - $123K
|
7.22K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25K+ 7.29% |
$101K - $117K
|
33.1K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24K+ 8.28% |
$100K - $117K
|
29.3K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.69K+ 4.11% |
$75.5K - $88.2K
|
42.8K
$2.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.38K+ 26.37% |
$61.7K - $72K
|
6.6K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.28K+ 1.12% |
$57.2K - $66.8K
|
115K
$6.84M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.13K+ 5.2% |
$50.6K - $59.1K
|
22.9K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.06K+ 11.73% |
$47.5K - $55.5K
|
10.1K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 3.4% |
$45.3K - $52.9K
|
30.8K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
960+ 0.14% |
$43K - $50.2K
|
678K
$40.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
875+ 5.23% |
$39.1K - $45.7K
|
17.6K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
844+ 2.48% |
$37.8K - $44.1K
|
34.8K
$2.07M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
844+ 1004.76% |
$37.8K - $44.1K
|
928
$55.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
827New |
$37K - $43.2K
|
827
$49.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
797New |
$35.7K - $41.6K
|
797
$47.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
795+ 12.99% |
$35.6K - $41.5K
|
6.92K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
792+ 18.42% |
$35.4K - $41.4K
|
5.09K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
760New |
$34K - $39.7K
|
760
$45.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
697+ 9.91% |
$31.2K - $36.4K
|
7.73K
$460K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
593+ 2.6% |
$26.5K - $31K
|
23.4K
$1.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
586+ 83.48% |
$26.2K - $30.6K
|
1.29K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
581+ 4.43% |
$26K - $30.4K
|
13.7K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
575+ 0.89% |
$25.7K - $30K
|
65.1K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
566New |
$25.3K - $29.6K
|
566
$33.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
501New |
$22.4K - $26.2K
|
501
$29.8K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
500+ 11.11% |
$22.4K - $26.1K
|
5K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
465New |
$20.8K - $24.3K
|
465
$27.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
460New |
$20.6K - $24K
|
460
$27.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
414+ 138.0% |
$18.5K - $21.6K
|
714
$42.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
414+ 1.89% |
$18.5K - $21.6K
|
22.4K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
398+ 2.03% |
$17.8K - $20.8K
|
20K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
386+ 2.43% |
$17.3K - $20.2K
|
16.2K
$966K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
367New |
$16.4K - $19.2K
|
367
$21.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
329+ 2.44% |
$14.7K - $17.2K
|
13.8K
$820K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
318+ 6.42% |
$14.2K - $16.6K
|
5.27K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
291+ 0.0% |
$13K - $15.2K
|
9.9M
$589M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
289New |
$12.9K - $15.1K
|
289
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
278+ 2.83% |
$12.4K - $14.5K
|
10.1K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
267+ 6.92% |
$11.9K - $14K
|
4.13K
$245K
|