Latest Institutional Purchases of Sun Life Financial Inc (SLF)
This list provides information on the latest institutional transactions involving Sun Life Financial Inc (SLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
18.5K+ 11.02% |
$988K - $1.23M
|
186K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
17.8K+ 41.09% |
$950K - $1.18M
|
61.1K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.7KNew |
$840K - $1.05M
|
15.7K
$931K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 6545.29% |
$594K - $739K
|
11.3K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.5KNew |
$559K - $695K
|
10.5K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.37KNew |
$500K - $623K
|
9.37K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.7KNew |
$358K - $445K
|
6.7K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.06KNew |
$323K - $402K
|
6.06K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.79KNew |
$309K - $385K
|
5.79K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
5.56KNew |
$297K - $369K
|
5.56K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.1K+ 784.15% |
$272K - $339K
|
5.75K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.79KNew |
$256K - $319K
|
4.79K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.12KNew |
$220K - $274K
|
4.12K
$244K
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.08KNew |
$218K - $271K
|
4.08K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.63KNew |
$194K - $241K
|
3.63K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.61KNew |
$193K - $240K
|
3.61K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.31KNew |
$177K - $220K
|
3.31K
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
3.25KNew |
$174K - $216K
|
3.25K
$193K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.24KNew |
$173K - $215K
|
3.24K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$172K - $214K
|
3.22K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$170K - $212K
|
3.19K
$189K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.19KNew |
$170K - $212K
|
3.19K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3.18KNew |
$170K - $211K
|
3.18K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.15KNew |
$168K - $209K
|
3.15K
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.06KNew |
$164K - $204K
|
3.06K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.9K+ 51.16% |
$155K - $193K
|
8.57K
$507K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.66KNew |
$142K - $176K
|
2.66K
$157K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.55KNew |
$82.9K - $103K
|
1.55K
$92K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.36KNew |
$72.5K - $90.2K
|
1.36K
$80.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$64.1K - $79.7K
|
1.2K
$71.1K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.11K+ 24.16% |
$59.2K - $73.7K
|
5.7K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 9.33% |
$58.4K - $72.6K
|
12.8K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
803+ 14.72% |
$42.9K - $53.4K
|
6.26K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
475+ 38.18% |
$25.4K - $31.6K
|
1.72K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
249+ 36.83% |
$13.3K - $16.5K
|
925
$54.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
239New |
$12.8K - $15.9K
|
239
$14.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
231+ 48.84% |
$12.3K - $15.3K
|
704
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
200New |
$10.7K - $13.3K
|
200
$11.8K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
170New |
$9.08K - $11.3K
|
170
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$7.31K - $9.1K
|
137
$8.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 91.22% |
$7.21K - $8.97K
|
283
$16.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
125New |
$6.67K - $8.31K
|
125
$7.4K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 953.85% |
$6.62K - $8.24K
|
137
$8.11K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
121+ 806.67% |
$6.46K - $8.04K
|
136
$8.05K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
102+ 16.48% |
$5.45K - $6.78K
|
721
$42.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
74+ 4.44% |
$3.95K - $4.92K
|
1.74K
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
52+ 0.89% |
$2.78K - $3.46K
|
5.92K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19+ 0.52% |
$1.01K - $1.26K
|
3.65K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$427 - $532
|
8
$474
|
|