Latest Institutional Transactions on Sun Life Financial Inc (SLF)

SLF Quotes by TradingView

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
Nov 12, 2021 Q3 2021
Wolverine Trading, LLC

Chicago, IL
BUY
 -
8.61K
New
$424K - $459K
8.61K $482K
Nov 08, 2021 Q3 2021
New Square Capital LLC

SELL
 -
-598
Closed
$29.4K - $31.9K
0 $0
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-700
Closed
$34.5K - $37.3K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
3.42K
New
$169K - $182K
3.42K $192K
Oct 21, 2021 Q3 2021
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-26.7K
Closed
$1.31M - $1.42M
0 $0
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-29
Closed
$1.43K - $1.55K
0 $0
Oct 08, 2021 Q3 2021
Engrave Wealth Partners LLC

SELL
 -
-4.5K
- 29.96%
$222K - $240K
10.5K $589K
Q2 2021
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-159
- 1.68%
$7.96K - $8.7K
9.28K $520K
Aug 16, 2021 Q2 2021
Athanor Capital, LP

New York, NY
SELL
 -
-56.2K
Closed
$2.81M - $3.08M
0 $0
Aug 16, 2021 Q2 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-3K
Closed
$150K - $164K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
3
New
$150 - $164
3 $168
Aug 12, 2021 Q2 2021
Stokes Family Office, LLC

SELL
 -
-4K
Closed
$200K - $219K
0 $0
Aug 10, 2021 Q2 2021
Resources Management Corp

West Hartford, CT
SELL
 -
-89
Closed
$4.45K - $4.87K
0 $0
Aug 10, 2021 Q2 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-415
Closed
$20.8K - $22.7K
0 $0
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-90
Closed
$4.5K - $4.92K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-64
Closed
$3.2K - $3.5K
0 $0
Aug 05, 2021 Q2 2021
Bnp Paribas Asset Management Holding S.A.

SELL
 -
-4.64K
Closed
$232K - $254K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.02K
Closed
$51.3K - $56K
0 $0
Aug 05, 2021 Q2 2021
F Dx Advisors, Inc.

SELL
 -
-8.51K
Closed
$426K - $466K
0 $0
Aug 04, 2021 Q2 2021
Moody Aldrich Partners LLC

SELL
 -
-15.4K
Closed
$771K - $843K
0 $0
Aug 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.05K
New
$52.5K - $57.4K
1.05K $58.7K
Aug 03, 2021 Q2 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 02, 2021 Q2 2021
Hills Bank & Trust CO

SELL
 -
-14K
Closed
$701K - $766K
0 $0
Jul 26, 2021 Q2 2021
Private Capital Group, LLC

SELL
 -
-523
Closed
$26.2K - $28.6K
0 $0
Q1 2021
Nov 09, 2023 Q1 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-638
- 61.35%
$28.2K - $33K
402 $22.5K
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-1.92K
Closed
$84.9K - $99.4K
0 $0
May 18, 2021 Q1 2021
Defined Wealth Management, LLC

SELL
 -
-1.94K
Closed
$85.9K - $101K
0 $0
May 17, 2021 Q1 2021
Prelude Capital Management, LLC

New York, NY
BUY
 PUT
51.5K
New
$2.28M - $2.66M
51.5K $2.88M
May 14, 2021 Q1 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-90.2K
Closed
$3.99M - $4.67M
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-254
Closed
$11.2K - $13.1K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-7
Closed
$309 - $362
0 $0
May 11, 2021 Q1 2021
Lingohr & Partner Asset Management Gmb H

Erkrath, 2M
SELL
 -
-7.2K
Closed
$318K - $372K
0 $0
May 10, 2021 Q1 2021
Xponance, Inc.

SELL
 -
-11.4K
Closed
$502K - $587K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-192
Closed
$8.48K - $9.93K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-102
Closed
$4.51K - $5.28K
0 $0
May 06, 2021 Q1 2021
Quantitative Systematic Strategies LLC

BUY
 -
11K
New
$486K - $569K
11K $616K
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-41
Closed
$1.81K - $2.12K
0 $0
May 04, 2021 Q1 2021
Community Bank, N.A.

SELL
 -
-2.7K
Closed
$119K - $140K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-64
Closed
$2.83K - $3.31K
0 $0
Apr 27, 2021 Q1 2021
Savior LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Apr 16, 2021 Q1 2021
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
78K
+ 45.14%
$3.45M - $4.03M
251K $14M
Apr 16, 2021 Q1 2021
Harbor Investment Advisory, LLC

SELL
 -
-151
Closed
$6.67K - $7.81K
0 $0
Apr 13, 2021 Q1 2021
Perkins Coie Trust CO

BUY
 -
1.87K
New
$82.7K - $96.8K
1.87K $105K
Q4 2020
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-550
Closed
$21.4K - $25.2K
0 $0
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
576
New
$22.4K - $26.4K
576 $32.2K
Feb 12, 2021 Q4 2020
Capital Fund Management S.A.

Paris, I0
SELL
 -
-25.8K
Closed
$1M - $1.18M
0 $0
Feb 09, 2021 Q4 2020
Nicola Wealth Management Ltd.

Vancouver, A1
SELL
 -
-147K
Closed
$5.71M - $6.72M
0 $0
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

SELL
 -
-5.11K
Closed
$199K - $234K
0 $0

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