Institutional Ownership Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,563
shares
|
$199,456
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,440
shares
|
$192,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
3,412
shares
|
$191,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
3,410
shares
|
$190,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,404
shares
|
$190,555
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
3,221
shares
|
$180,311
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,203
shares
|
$179,303
0.0% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,194
shares
|
$178,800
0.0% of portfolio
|
Q4 2024
Reduced 62.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,131
shares
|
$175,273
0.0% of portfolio
|
Q2 2024
Added 19.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,067
shares
|
$171,690
0.15% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,953
shares
|
$165,308
0.01% of portfolio
|
Q3 2024
Added 71.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,844
shares
|
$159,207
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,771
shares
|
$155,120
0.0% of portfolio
|
Q4 2022
Reduced 7.57%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,747
shares
|
$153,777
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
2,396
shares
|
$134,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,388
shares
|
$133,680
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,271
shares
|
$127,130
0.0% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,193
shares
|
$122,764
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,144
shares
|
$120,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,087
shares
|
$116,830
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
2,082
shares
|
$116,550
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$111,960
0.02% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,903
shares
|
$106,529
0.01% of portfolio
|
Q3 2019
Reduced 20.48%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
1,871
shares
|
$104,738
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
1,745
shares
|
$97,685
0.01% of portfolio
|
Q3 2024
New holding
|