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 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-280Closed |
$8.94K - $11.2K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Wedbush Securities Inc
|
SELL
|
- |
-6KClosed |
$192K - $240K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Davis Rea Ltd.
|
SELL
|
- |
-5.37KClosed |
$172K - $215K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-748Closed |
$23.9K - $29.9K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
326New |
$12.6K - $13.3K
|
326
$18.2K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.65KNew |
$295K - $313K
|
7.65K
$428K
|
|
|
Nov 14, 2018
Q3 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-4.54KClosed |
$175K - $186K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-6.37KClosed |
$246K - $261K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.54KClosed |
$175K - $186K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300Closed |
$11.6K - $12.3K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-64.3KClosed |
$2.48M - $2.63M
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-627Closed |
$24.2K - $25.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-322Closed |
$12.7K - $14K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$19.7K - $21.8K
|
500
$28K
|
|
|
Aug 14, 2018
Q2 2018
|
Leuthold Group, LLC
|
SELL
|
- |
-68.8KClosed |
$2.71M - $3M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-455Closed |
$17.9K - $19.8K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-446Closed |
$17.6K - $19.4K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-150Closed |
$5.92K - $6.54K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-144Closed |
$5.68K - $6.28K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-150Closed |
$5.92K - $6.54K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Nvwm, LLC
|
SELL
|
- |
-37Closed |
$1.46K - $1.61K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Spectrum Management Group, LLC
|
SELL
|
- |
-272Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-183Closed |
$7.22K - $7.98K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
226+ 0.98% |
$9.17K - $9.98K
|
23.3K
$1.3M
|
|
|
May 14, 2018
Q1 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.17KClosed |
$47.6K - $51.8K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.95KClosed |
$282K - $307K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-388KClosed |
$15.7M - $17.1M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-24.3KClosed |
$987K - $1.07M
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-100Closed |
$4.06K - $4.42K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.31KClosed |
$53.1K - $57.7K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.87KClosed |
$279K - $303K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
James Hambro & Partners
|
SELL
|
- |
-96- 19.71% |
$3.9K - $4.24K
|
391
$21.9K
|
|
| Q4 2017 | |||||||
|
Mar 28, 2018
Q4 2017
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-260Closed |
$10.1K - $10.7K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-134Closed |
$5.2K - $5.53K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
BUY
|
PUT |
50KNew |
$1.94M - $2.06M
|
50K
$2.8M
|
|
|
Feb 14, 2018
Q4 2017
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-71.4KClosed |
$2.77M - $2.94M
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.84KNew |
$110K - $117K
|
2.84K
$159K
|
|
|
Feb 02, 2018
Q4 2017
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.5KClosed |
$214K - $227K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-70.1KClosed |
$2.72M - $2.89M
|
0
$0
|
|
|
Jan 22, 2018
Q4 2017
|
First Manhattan CO
New York, NY |
SELL
|
- |
-187- 20.53% |
$7.26K - $7.72K
|
724
$40.5K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Covington Capital Management
|
BUY
|
- |
461New |
$17.3K - $18.4K
|
461
$25.8K
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45KClosed |
$54.3K - $57.8K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$28K
|
|