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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.18% |
$277 - $313
|
2.75K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$166 - $188
|
788
$44.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$111 - $125
|
1.54K
$86.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$111 - $125
|
6.87K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.9% |
$111 - $125
|
224
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.71% |
$55.4 - $62.7
|
141
$7.89K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$55.4 - $62.7
|
1
$56
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$55.4 - $62.7
|
391
$21.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.54% |
$55.4 - $62.7
|
186
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.14% |
$166 - $188
|
2.19K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6- 0.12% |
$333 - $376
|
5.06K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7- 0.34% |
$388 - $439
|
2.08K
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.83% |
$554 - $627
|
1.2K
$67.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14- 0.13% |
$776 - $878
|
11K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 6.25% |
$887 - $1K
|
240
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 5.38% |
$1.94K - $2.19K
|
615
$34.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-39- 1.07% |
$2.16K - $2.44K
|
3.62K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-44- 8.13% |
$2.44K - $2.76K
|
497
$27.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.54% |
$2.49K - $2.82K
|
8.28K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 5.41% |
$2.77K - $3.13K
|
874
$48.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-53- 0.39% |
$2.94K - $3.32K
|
13.4K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-54- 1.11% |
$2.99K - $3.39K
|
4.8K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-66- 1.33% |
$3.66K - $4.14K
|
4.89K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-100- 0.57% |
$5.54K - $6.27K
|
17.3K
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 3.65% |
$7.15K - $8.09K
|
3.4K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-131- 0.37% |
$7.26K - $8.21K
|
35.2K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-149- 2.52% |
$8.26K - $9.34K
|
5.76K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-166- 1.89% |
$9.2K - $10.4K
|
8.63K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-167- 4.43% |
$9.26K - $10.5K
|
3.6K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-168- 1.16% |
$9.31K - $10.5K
|
14.3K
$801K
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-200- 4.76% |
$11.1K - $12.5K
|
4K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-278- 1.44% |
$15.4K - $17.4K
|
19.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-330- 5.7% |
$18.3K - $20.7K
|
5.46K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-338- 0.27% |
$18.7K - $21.2K
|
126K
$7.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-374- 1.08% |
$20.7K - $23.4K
|
34.1K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-416- 1.55% |
$23.1K - $26.1K
|
26.4K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 8.97% |
$23.9K - $27.1K
|
4.38K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-495- 8.04% |
$27.4K - $31K
|
5.66K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-517- 30.36% |
$28.7K - $32.4K
|
1.19K
$66.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-517- 1.25% |
$28.7K - $32.4K
|
40.8K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-566- 12.25% |
$31.4K - $35.5K
|
4.05K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-572- 77.09% |
$31.7K - $35.9K
|
170
$9.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-600- 3.38% |
$33.3K - $37.6K
|
17.2K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-619- 13.7% |
$34.3K - $38.8K
|
3.9K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-697- 2.74% |
$38.6K - $43.7K
|
24.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.07% |
$38.8K - $43.9K
|
64.7K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-702- 1.17% |
$38.9K - $44K
|
59.4K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-820- 2.93% |
$45.5K - $51.4K
|
27.2K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-894- 12.99% |
$49.6K - $56K
|
5.99K
$335K
|