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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.9% |
$2.06K - $2.4K
|
5.14K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 26.27% |
$108K - $126K
|
11.6K
$650K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
35.4KNew |
$1.58M - $1.85M
|
35.4K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54New |
$2.42K - $2.82K
|
54
$3.02K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
289New |
$12.9K - $15.1K
|
289
$16.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
225New |
$10.1K - $11.8K
|
225
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
760New |
$34K - $39.7K
|
760
$42.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 5.96% |
$984 - $1.15K
|
391
$21.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65- 53.28% |
$2.91K - $3.4K
|
57
$3.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$183K - $213K
|
4.08K
$229K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
177New |
$7.92K - $9.25K
|
177
$9.91K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
367New |
$16.4K - $19.2K
|
367
$20.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.79% |
$1.79K - $2.09K
|
5K
$280K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
586+ 83.48% |
$26.2K - $30.6K
|
1.29K
$72.1K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$45.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 50.0% |
$751 - $845
|
48
$2.69K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
96.9K+ 23.53% |
$4.55M - $5.12M
|
509K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.2K- 19.49% |
$56.3K - $63.3K
|
4.95K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.77KNew |
$271K - $305K
|
5.77K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
202K+ 101.18% |
$9.49M - $10.7M
|
402K
$22.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-154- 50.66% |
$7.23K - $8.13K
|
150
$8.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
244New |
$11.4K - $12.9K
|
244
$13.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
889+ 11.35% |
$41.7K - $46.9K
|
8.72K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$282 - $317
|
1.52K
$85K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-243- 4.26% |
$11.4K - $12.8K
|
5.46K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.26KNew |
$59.3K - $66.7K
|
1.26K
$70.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.53K- 8.92% |
$71.6K - $80.6K
|
15.6K
$872K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-219- 68.87% |
$10.3K - $11.6K
|
99
$5.54K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-189- 4.33% |
$8.87K - $9.98K
|
4.18K
$234K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
438New |
$20.6K - $23.1K
|
438
$24.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
528+ 7.26% |
$24.8K - $27.9K
|
7.8K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
812New |
$38.1K - $42.9K
|
812
$45.5K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
50New |
$2.35K - $2.64K
|
50
$2.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 19.04% |
$8.02K - $9.03K
|
727
$40.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 33.42% |
$11.8K - $13.3K
|
500
$28K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$6.57K - $7.39K
|
140
$7.84K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
365+ 0.84% |
$17.1K - $19.3K
|
43.6K
$2.44M
|
|
| Q2 2023 | |||||||
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
85.2K+ 52.0% |
$3.99M - $4.44M
|
249K
$14M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
169New |
$7.92K - $8.81K
|
169
$9.46K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$63.6K - $70.8K
|
1.36K
$76K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-525- 75.54% |
$24.6K - $27.4K
|
170
$9.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
575New |
$26.9K - $30K
|
575
$32.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$2.21M - $2.46M
|
47.1K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$206K - $229K
|
4.4K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.9KNew |
$464K - $516K
|
9.9K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
150KNew |
$7.03M - $7.82M
|
150K
$8.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$103K - $114K
|
2.19K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 30.24% |
$777K - $865K
|
38.3K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
17.8KNew |
$834K - $928K
|
17.8K
$996K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-227K- 37.19% |
$10.6M - $11.8M
|
384K
$21.5M
|
|