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 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-227- 7.57% |
$8.85K - $10.8K
|
2.77K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07K- 17.66% |
$41.7K - $50.7K
|
4.99K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
233New |
$9.08K - $11.1K
|
233
$13K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
381+ 2.88% |
$14.9K - $18.1K
|
13.6K
$763K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.81KNew |
$305K - $371K
|
7.81K
$437K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
4.6KNew |
$179K - $218K
|
4.6K
$257K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.34KNew |
$169K - $206K
|
4.34K
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
37.6KNew |
$1.47M - $1.78M
|
37.6K
$2.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
308New |
$12K - $14.6K
|
308
$17.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
181New |
$7.06K - $8.59K
|
181
$10.1K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$43.6K - $53.4K
|
1.1K
$61.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
26.1K+ 133.33% |
$1.04M - $1.27M
|
45.7K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-699- 1.49% |
$27.8K - $34K
|
46.1K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$11.9K - $14.6K
|
300
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6- 0.12% |
$239 - $292
|
5.18K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-22.9K- 17.32% |
$911K - $1.11M
|
109K
$6.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.53K+ 102.84% |
$180K - $220K
|
8.93K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 95.0% |
$453K - $555K
|
23.4K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
386K+ 26.24% |
$15.3M - $18.8M
|
1.86M
$104M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660New |
$26.2K - $32.1K
|
660
$36.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-248- 3.15% |
$9.86K - $12.1K
|
7.62K
$426K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
514New |
$20.4K - $25K
|
514
$28.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
430New |
$17.1K - $20.9K
|
430
$24.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.8K - $48.7K
|
1K
$56K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
790+ 4.4% |
$31.4K - $38.4K
|
18.7K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$50.9K - $62.3K
|
1.28K
$71.7K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.97% |
$116K - $146K
|
274K
$15.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-186Closed |
$8.25K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-187Closed |
$8.3K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5.37KClosed |
$238K - $300K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-496Closed |
$22K - $27.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-5.74KClosed |
$255K - $320K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.39KClosed |
$151K - $189K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-600Closed |
$26.6K - $33.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.13KClosed |
$405K - $510K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
4.94K+ 261.72% |
$219K - $276K
|
6.82K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-6.36KClosed |
$282K - $355K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.71KClosed |
$165K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-842Closed |
$37.4K - $47K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-6.82K- 96.12% |
$303K - $381K
|
275
$15.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.08KClosed |
$92.3K - $116K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-354- 0.15% |
$15.7K - $19.8K
|
238K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$157K - $197K
|
3.53K
$198K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
837+ 191.1% |
$37.1K - $46.7K
|
1.28K
$71.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 9.39% |
$2.75K - $3.46K
|
722
$40.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-513- 93.44% |
$22.8K - $28.6K
|
36
$2.02K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.15K- 14.86% |
$51K - $64.2K
|
6.59K
$369K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$22.2K - $27.9K
|
500
$28K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-75Closed |
$3.33K - $4.19K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-335KClosed |
$14.9M - $18.7M
|
0
$0
|
|