Latest Institutional Transactions on Sun Life Financial Inc (SLF)
This table provides information on the latest institutional transactions involving Sun Life Financial Inc (SLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
100+ 1.42% |
$5K - $5.52K
|
7.12K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
15.3KNew |
$766K - $845K
|
15.3K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
380New |
$19K - $21K
|
380
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.04KNew |
$352K - $389K
|
7.04K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 8.32% |
$82.9K - $91.4K
|
21.6K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.06K- 84.01% |
$253K - $279K
|
963
$53.9K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
58.7KNew |
$2.94M - $3.24M
|
58.7K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-113K- 41.28% |
$5.64M - $6.22M
|
160K
$8.98M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
139New |
$6.95K - $7.67K
|
139
$7.78K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.97K- 0.62% |
$348K - $384K
|
1.12M
$62.6M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.39KNew |
$419K - $463K
|
8.39K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-45.1M- 98.83% |
$2.26B - $2.49B
|
535K
$30M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.61K+ 6.28% |
$431K - $475K
|
146K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-416- 50.3% |
$20.8K - $23K
|
411
$23K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20.2KNew |
$1.01M - $1.12M
|
20.2K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
609New |
$30.5K - $33.6K
|
609
$34.1K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-51.5K- 92.66% |
$2.58M - $2.84M
|
4.08K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
397New |
$19.9K - $21.9K
|
397
$22.2K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.25KNew |
$212K - $234K
|
4.25K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
787New |
$39.4K - $43.4K
|
787
$44.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-130- 26.0% |
$6.5K - $7.17K
|
370
$20.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 15.38% |
$10K - $11K
|
1.1K
$61.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.4K+ 0.7% |
$522K - $575K
|
1.5M
$84.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-450- 9.97% |
$22.5K - $24.8K
|
4.06K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-325- 29.23% |
$16.3K - $17.9K
|
787
$44.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-845- 14.46% |
$42.3K - $46.6K
|
5K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-786- 6.89% |
$39.3K - $43.4K
|
10.6K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
230+ 696.97% |
$11.5K - $12.7K
|
263
$14.7K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
47New |
$2.35K - $2.59K
|
47
$2.63K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$532K - $586K
|
10.6K
$595K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
460New |
$20.6K - $24K
|
460
$25.8K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$403 - $470
|
9
$504
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
501New |
$22.4K - $26.2K
|
501
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
6.1KNew |
$273K - $319K
|
6.1K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$179K - $209K
|
4K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.08KNew |
$227K - $266K
|
5.08K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-15.6K- 16.24% |
$698K - $815K
|
80.4K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.15K+ 14.45% |
$275K - $321K
|
48.7K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$565K - $660K
|
12.6K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.28K+ 1.12% |
$57.2K - $66.8K
|
115K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8K+ 130.29% |
$1.02M - $1.19M
|
40.3K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
465New |
$20.8K - $24.3K
|
465
$26K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-14.9K- 31.59% |
$664K - $776K
|
32.2K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.38KNew |
$375K - $438K
|
8.38K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$940 - $1.1K
|
21
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70New |
$3.13K - $3.66K
|
70
$3.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$185K - $216K
|
4.13K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 17.14% |
$5.91K - $6.9K
|
638
$35.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
797New |
$35.7K - $41.6K
|
797
$44.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
566New |
$25.3K - $29.6K
|
566
$31.7K
|
|