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
|
Mai Capital Management
|
BUY
|
- |
404New |
$22.4K - $25.3K
|
404
$26.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
404+ 1.04% |
$22.4K - $25.3K
|
39.2K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
382+ 1.87% |
$21.2K - $23.9K
|
20.9K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
365+ 1.99% |
$20.2K - $22.9K
|
18.7K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
325+ 4.15% |
$18K - $20.4K
|
8.15K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
298New |
$16.5K - $18.7K
|
298
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
292+ 8.15% |
$16.2K - $18.3K
|
3.88K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
275New |
$15.2K - $17.2K
|
275
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
250+ 0.52% |
$13.9K - $15.7K
|
47.9K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
250+ 4.42% |
$13.9K - $15.7K
|
5.91K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
243New |
$13.5K - $15.2K
|
243
$15.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
234New |
$13K - $14.7K
|
234
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
222+ 4.51% |
$12.3K - $13.9K
|
5.15K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
200+ 0.71% |
$11.1K - $12.5K
|
28.4K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200New |
$11.1K - $12.5K
|
200
$12.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
192+ 5.44% |
$10.6K - $12K
|
3.72K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 2.14% |
$10K - $11.3K
|
8.64K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 0.36% |
$8.92K - $10.1K
|
44.4K
$2.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 79.89% |
$8.15K - $9.22K
|
331
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
137+ 1.98% |
$7.59K - $8.59K
|
7.06K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
136+ 6.97% |
$7.54K - $8.53K
|
2.09K
$135K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
103+ 87.29% |
$5.71K - $6.46K
|
221
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
99New |
$5.49K - $6.21K
|
99
$6.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
92New |
$5.1K - $5.77K
|
92
$5.95K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 3.98% |
$4.82K - $5.45K
|
2.27K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
79+ 22.25% |
$4.38K - $4.95K
|
434
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 22.66% |
$4.16K - $4.7K
|
406
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
70+ 1.28% |
$3.88K - $4.39K
|
5.52K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64+ 90.14% |
$3.55K - $4.01K
|
135
$8.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59+ 0.39% |
$3.27K - $3.7K
|
15.3K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57+ 0.82% |
$3.16K - $3.57K
|
7.02K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
55+ 0.72% |
$3.05K - $3.45K
|
7.71K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
53+ 1.29% |
$2.94K - $3.32K
|
4.15K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42+ 11.38% |
$2.33K - $2.63K
|
411
$26.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 0.65% |
$2.16K - $2.44K
|
6.08K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
36+ 0.08% |
$2K - $2.26K
|
45.8K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36+ 0.25% |
$2K - $2.26K
|
14.4K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.74% |
$1.94K - $2.19K
|
4.77K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$1.83K - $2.07K
|
33
$2.13K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
29+ 0.1% |
$1.61K - $1.82K
|
29.8K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
26+ 0.05% |
$1.44K - $1.63K
|
50.3K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23+ 0.4% |
$1.27K - $1.44K
|
5.71K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
20+ 0.06% |
$1.11K - $1.25K
|
32.2K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
19+ 0.02% |
$1.05K - $1.19K
|
115K
$7.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 0.59% |
$998 - $1.13K
|
3.07K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.22% |
$998 - $1.13K
|
8.08K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 0.14% |
$942 - $1.07K
|
12.1K
$780K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15+ 0.3% |
$831 - $940
|
5.02K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13New |
$721 - $815
|
13
$840
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11+ 0.11% |
$610 - $690
|
10.4K
$670K
|