Purchases and Sales Made in Q2 2024 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
19.8K+ 24.48% |
$940K - $1.07M
|
101K
$5.98M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19.8K+ 1.04% |
$939K - $1.07M
|
1.92M
$114M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
17.8K+ 6.3% |
$845K - $960K
|
300K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$832K - $945K
|
17.5K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 47.53% |
$780K - $887K
|
51K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
15.6K+ 592.72% |
$743K - $844K
|
18.3K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.3K+ 11.58% |
$680K - $772K
|
138K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.3KNew |
$630K - $716K
|
13.3K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
13.2K+ 13.78% |
$626K - $711K
|
109K
$6.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 33.54% |
$572K - $650K
|
48K
$2.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.2KNew |
$532K - $604K
|
11.2K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
11.1KNew |
$527K - $599K
|
11.1K
$659K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.6K+ 237.17% |
$504K - $573K
|
15.1K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4K+ 100.87% |
$496K - $564K
|
20.8K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.44K+ 0.34% |
$448K - $509K
|
2.81M
$167M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
8.4KNew |
$399K - $453K
|
8.4K
$499K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 0.09% |
$294K - $334K
|
7.07M
$420M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.1K+ 74.39% |
$290K - $329K
|
14.3K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
5.99KNew |
$285K - $323K
|
5.99K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.85K+ 17.4% |
$278K - $316K
|
39.5K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.72K+ 4.37% |
$271K - $309K
|
136K
$8.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$268K - $305K
|
5.65K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.34KNew |
$253K - $288K
|
5.34K
$317K
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.88K+ 16.45% |
$232K - $263K
|
34.6K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
4.62K+ 0.97% |
$220K - $250K
|
484K
$28.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.7K+ 4.91% |
$176K - $200K
|
79K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.67K+ 5.41% |
$174K - $198K
|
71.6K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.47K+ 2.27% |
$165K - $187K
|
156K
$9.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3K+ 7.27% |
$142K - $162K
|
44.3K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3KNew |
$142K - $162K
|
3K
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.85K+ 15.4% |
$135K - $154K
|
21.4K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.79K+ 14.38% |
$133K - $151K
|
22.2K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 194.67% |
$130K - $148K
|
4.15K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.26K+ 3.76% |
$107K - $122K
|
62.4K
$3.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
2.11K+ 12.27% |
$100K - $114K
|
19.3K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.92K+ 5.31% |
$91.3K - $104K
|
38.2K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.9K+ 15.14% |
$90.4K - $103K
|
14.5K
$859K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.83K+ 7.79% |
$86.9K - $98.8K
|
25.3K
$1.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 36.29% |
$79.8K - $90.7K
|
6.31K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.63K+ 3.12% |
$77.4K - $88K
|
54K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.61K+ 38.54% |
$76.4K - $86.9K
|
5.79K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.57K+ 1.05% |
$74.6K - $84.8K
|
151K
$8.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.55K+ 24.77% |
$73.4K - $83.4K
|
7.78K
$462K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.51K+ 4.55% |
$71.6K - $81.4K
|
34.7K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.34K+ 12.48% |
$63.7K - $72.4K
|
12.1K
$718K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.33K+ 11.21% |
$62.9K - $71.5K
|
13.2K
$780K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.26K+ 0.84% |
$59.9K - $68.1K
|
152K
$9.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26K+ 58.15% |
$59.8K - $67.9K
|
3.42K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$59.3K - $67.5K
|
1.25K
$74.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.24KNew |
$59.1K - $67.1K
|
1.24K
$73.8K
|