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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
145KNew |
$6.81M - $7.58M
|
145K
$8.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
93New |
$4.36K - $4.85K
|
93
$5.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 99.61% |
$23.8K - $26.4K
|
2
$112
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.84% |
$1.22K - $1.36K
|
3.13K
$175K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.35MNew |
$251M - $279M
|
5.35M
$300M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-44- 0.63% |
$2.06K - $2.29K
|
6.98K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
612+ 450.0% |
$28.7K - $31.9K
|
748
$41.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.3% |
$750 - $834
|
5.33K
$298K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
480New |
$22.5K - $25K
|
480
$26.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
4.18KNew |
$196K - $218K
|
4.18K
$234K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
3.86KNew |
$181K - $201K
|
3.86K
$216K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27New |
$1.26K - $1.41K
|
27
$1.51K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-155- 1.58% |
$7.26K - $8.08K
|
9.65K
$540K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
24.6KNew |
$1.09M - $1.27M
|
24.6K
$1.38M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
476New |
$21K - $24.5K
|
476
$26.6K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
895+ 382.48% |
$39.5K - $46K
|
1.13K
$63.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$5.38K - $6.27K
|
122
$6.83K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$265 - $309
|
6
$336
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.2K+ 18.29% |
$273K - $319K
|
40.1K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$208K - $243K
|
4.72K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.4KNew |
$194K - $226K
|
4.4K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150K+ 75.0% |
$6.61M - $7.71M
|
350K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
32KNew |
$1.41M - $1.65M
|
32K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9K+ 127.18% |
$611K - $712K
|
24.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-602- 8.17% |
$26.5K - $31K
|
6.77K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$330K - $385K
|
7.49K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
94New |
$4.14K - $4.83K
|
94
$5.26K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
25.4KNew |
$1.12M - $1.31M
|
25.4K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
568New |
$25K - $29.2K
|
568
$31.8K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
809New |
$35.7K - $41.6K
|
809
$45.3K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
200+ 0.37% |
$8.82K - $10.3K
|
54.3K
$3.04M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
112New |
$4.94K - $5.76K
|
112
$6.27K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
27+ 65.85% |
$1.19K - $1.39K
|
68
$3.81K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 49.14% |
$17.6K - $20.6K
|
414
$23.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167New |
$7.36K - $8.59K
|
167
$9.35K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
163+ 3.64% |
$7.19K - $8.38K
|
4.65K
$260K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
420New |
$18.5K - $21.6K
|
420
$23.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
191+ 11.44% |
$8.42K - $9.82K
|
1.86K
$104K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
991+ 6.01% |
$43.7K - $51K
|
17.5K
$978K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14K+ 43.6% |
$547K - $665K
|
46.2K
$2.59M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
994New |
$38.8K - $47.2K
|
994
$55.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.79% |
$156 - $190
|
509
$28.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$7.37K - $8.97K
|
189
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.3KNew |
$986K - $1.2M
|
25.3K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.8KNew |
$343K - $417K
|
8.8K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$28.5M - $34.7M
|
731K
$40.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.68KNew |
$222K - $270K
|
5.68K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
67.1KNew |
$2.62M - $3.19M
|
67.1K
$3.76M
|
|