Purchases and Sales Made in Q2 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2023. The information is specifically focused on institutions that hold shares of SUN LIFE FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$63.6K - $70.8K
|
1.36K
$80.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.25K+ 0.44% |
$58.7K - $65.4K
|
288K
$17.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
1.21K+ 10.55% |
$56.5K - $62.9K
|
12.6K
$750K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
BUY
|
- |
1.15K+ 0.94% |
$54.1K - $60.1K
|
124K
$7.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.89% |
$48.1K - $53.5K
|
22K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 20.88% |
$47.4K - $52.7K
|
5.85K
$347K
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1K+ 21.01% |
$46.9K - $52.1K
|
5.76K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
928+ 3.58% |
$43.5K - $48.4K
|
26.9K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
901+ 5.97% |
$42.2K - $47K
|
16K
$950K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
894+ 4.77% |
$41.9K - $46.6K
|
19.7K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
804+ 2.48% |
$37.7K - $41.9K
|
33.3K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
800+ 0.51% |
$37.5K - $41.7K
|
159K
$9.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
723+ 3.92% |
$33.9K - $37.7K
|
19.1K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
656+ 42.19% |
$30.7K - $34.2K
|
2.21K
$131K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650New |
$30.5K - $33.9K
|
650
$38.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
646+ 0.25% |
$30.3K - $33.7K
|
262K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
639+ 8.05% |
$29.9K - $33.3K
|
8.58K
$509K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
624+ 13.77% |
$29.2K - $32.5K
|
5.16K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
612+ 450.0% |
$28.7K - $31.9K
|
748
$44.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
575New |
$26.9K - $30K
|
575
$34.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
570+ 26.33% |
$26.7K - $29.7K
|
2.74K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
540+ 4.81% |
$25.3K - $28.1K
|
11.8K
$699K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
516+ 0.73% |
$24.2K - $26.9K
|
71.5K
$4.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
480New |
$22.5K - $25K
|
480
$28.5K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
445+ 0.32% |
$20.8K - $23.2K
|
138K
$8.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
424+ 166.93% |
$19.9K - $22.1K
|
678
$40.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
400+ 0.93% |
$18.7K - $20.8K
|
43.3K
$2.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
400+ 9.31% |
$18.7K - $20.8K
|
4.7K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
383+ 1.73% |
$17.9K - $20K
|
22.6K
$1.34M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
325+ 41.3% |
$15.2K - $16.9K
|
1.11K
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
252+ 630.0% |
$11.8K - $13.1K
|
292
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
233New |
$10.9K - $12.1K
|
233
$13.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
219+ 221.21% |
$10.3K - $11.4K
|
318
$18.9K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
206New |
$9.65K - $10.7K
|
206
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
203+ 4.26% |
$9.51K - $10.6K
|
4.96K
$295K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
196+ 5.74% |
$9.18K - $10.2K
|
3.61K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
196+ 5.74% |
$9.18K - $10.2K
|
3.61K
$214K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
189+ 93.1% |
$8.85K - $9.85K
|
392
$23.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
169New |
$7.92K - $8.81K
|
169
$10K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
157+ 0.09% |
$7.36K - $8.18K
|
182K
$10.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
138+ 1.06% |
$6.47K - $7.19K
|
13.1K
$778K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 1.48% |
$4.97K - $5.52K
|
7.27K
$432K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
93New |
$4.36K - $4.85K
|
93
$5.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
85+ 0.87% |
$3.98K - $4.43K
|
9.83K
$583K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70+ 112.9% |
$3.28K - $3.65K
|
132
$7.83K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 11.17% |
$3.05K - $3.39K
|
647
$38.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$2.95K - $3.28K
|
63
$3.74K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 6.55% |
$2.9K - $3.23K
|
1.01K
$59.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
60+ 0.61% |
$2.81K - $3.13K
|
9.85K
$585K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
36+ 0.8% |
$1.69K - $1.88K
|
4.54K
$270K
|