Purchases and Sales Made in Q4 2024 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2024. 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, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.4K+ 43.29% |
$133K - $150K
|
7.93K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.38K+ 40.27% |
$132K - $149K
|
8.29K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.37K+ 7.03% |
$132K - $149K
|
36.1K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21K+ 43.31% |
$123K - $139K
|
7.31K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$119K - $134K
|
2.14K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 1.86% |
$110K - $124K
|
108K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 38.75% |
$100K - $113K
|
6.46K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.69K+ 22.66% |
$93.7K - $106K
|
9.15K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 4.37% |
$93.2K - $105K
|
40.1K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.67KNew |
$92.5K - $105K
|
1.67K
$93.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.67KNew |
$92.4K - $105K
|
1.67K
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.61K+ 31.32% |
$89.1K - $101K
|
6.74K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.56K+ 6.89% |
$86.4K - $97.7K
|
24.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.5K+ 1.03% |
$83.1K - $94K
|
147K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 8.36% |
$78.4K - $88.7K
|
18.3K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.56% |
$78K - $88.3K
|
26.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.31KNew |
$72.6K - $82.1K
|
1.31K
$73.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.27K+ 3.03% |
$70.3K - $79.6K
|
43.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 0.17% |
$64.1K - $72.5K
|
664K
$37.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.12K+ 29.61% |
$61.9K - $70K
|
4.89K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
978+ 4657.14% |
$54.2K - $61.3K
|
999
$55.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
971+ 1.25% |
$53.8K - $60.9K
|
78.7K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
944+ 22.86% |
$52.3K - $59.2K
|
5.07K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
929+ 0.28% |
$51.5K - $58.2K
|
332K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
893+ 13.27% |
$49.5K - $56K
|
7.62K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
855+ 11.16% |
$47.4K - $53.6K
|
8.52K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
838+ 431.96% |
$46.5K - $52.5K
|
1.03K
$57.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
817+ 3.68% |
$45.3K - $51.2K
|
23K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
779New |
$43.2K - $48.8K
|
779
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
770+ 13.13% |
$42.7K - $48.3K
|
6.64K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
750New |
$41.6K - $47K
|
750
$42K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
740+ 5.16% |
$41K - $46.4K
|
15.1K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 19.44% |
$37.9K - $42.9K
|
4.2K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
681New |
$37.7K - $42.7K
|
681
$38.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
678New |
$37.6K - $42.5K
|
678
$38K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
674+ 3.19% |
$37.4K - $42.3K
|
21.8K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
629+ 8.73% |
$34.9K - $39.4K
|
7.84K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
629+ 4.06% |
$34.9K - $39.4K
|
16.1K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
609+ 2.35% |
$33.8K - $38.2K
|
26.6K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
590+ 14.43% |
$32.7K - $37K
|
4.68K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
508+ 0.59% |
$28.2K - $31.8K
|
87.2K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
469+ 14.04% |
$26K - $29.4K
|
3.81K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
461+ 9.58% |
$25.6K - $28.9K
|
5.27K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
440New |
$24.4K - $27.6K
|
440
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
434+ 4.03% |
$24.1K - $27.2K
|
11.2K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423+ 3.73% |
$23.4K - $26.5K
|
11.8K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
417+ 49.94% |
$23.1K - $26.1K
|
1.25K
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
404New |
$22.4K - $25.3K
|
404
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
404+ 1.04% |
$22.4K - $25.3K
|
39.2K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
382+ 1.87% |
$21.2K - $23.9K
|
20.9K
$1.17M
|