Purchases and Sales Made in Q4 2023 in Sun Life Financial Inc (SLF)

SLF Quotes by TradingView

This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 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
Feb 05, 2024 Q4 2023
Intrust Bank Na

Wichita, KS
BUY
 -
226
+ 5.35%
$10.1K - $11.8K
4.45K $264K
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
225
New
$10.1K - $11.8K
225 $13.4K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
177
New
$7.92K - $9.25K
177 $10.5K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
128
+ 14.97%
$5.73K - $6.69K
983 $58.3K
Feb 01, 2024 Q4 2023
Pds Planning, Inc

BUY
 -
108
+ 2.24%
$4.83K - $5.64K
4.94K $293K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
100
+ 5.52%
$4.47K - $5.23K
1.91K $113K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
97
+ 0.8%
$4.34K - $5.07K
12.2K $724K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
70
New
$3.13K - $3.66K
70 $4.15K
Jan 16, 2024 Q4 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
68
+ 1.24%
$3.04K - $3.55K
5.54K $329K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
57
New
$2.55K - $2.98K
57 $3.38K
Feb 07, 2024 Q4 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
46
+ 0.9%
$2.06K - $2.4K
5.14K $305K
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
39
+ 0.85%
$1.74K - $2.04K
4.62K $274K
Jan 29, 2024 Q4 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
32
+ 0.71%
$1.43K - $1.67K
4.51K $268K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
29
+ 1.9%
$1.3K - $1.52K
1.56K $92.3K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
22
+ 5.96%
$984 - $1.15K
391 $23.2K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
21
New
$940 - $1.1K
21 $1.25K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
21
+ 0.39%
$940 - $1.1K
5.46K $324K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
19
+ 13.77%
$850 - $993
157 $9.32K
Feb 02, 2024 Q4 2023
Am Investment Strategies LLC

BUY
 -
19
+ 0.24%
$850 - $993
8K $475K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
17
+ 0.18%
$761 - $888
9.61K $570K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
14
+ 0.14%
$626 - $732
9.86K $585K
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

BUY
 -
9
+ 0.18%
$403 - $470
5.08K $301K
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
9
New
$403 - $470
9 $534
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5
+ 0.29%
$224 - $261
1.73K $102K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
2
+ 0.13%
$89.5 - $105
1.53K $90.9K
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2
+ 0.03%
$89.5 - $105
6.86K $407K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
2
+ 0.52%
$89.5 - $105
389 $23.1K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
2
+ 1.12%
$89.5 - $105
181 $10.7K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2
+ 1.08%
$89.5 - $105
187 $11.1K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2
+ 0.03%
$89.5 - $105
6.86K $407K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 0.81%
$44.7 - $52.3
124 $7.36K
Feb 12, 2024 Q4 2023
Zions Bancorporation, N.A.

BUY
 -
1
+ 0.1%
$44.7 - $52.3
1.01K $60.1K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2024 Q4 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-3
- 5.77%
$134 - $157
49 $2.91K
Jan 26, 2024 Q4 2023
Lester Murray Antman Dba Simply Rich

SELL
 -
-7
- 0.16%
$313 - $366
4.47K $266K
Jan 29, 2024 Q4 2023
Vontobel Holding Ltd.

SELL
 -
-25
- 0.03%
$1.12K - $1.31K
90.1K $5.35M
Jun 03, 2024 Q4 2023
Vontobel Holding Ltd.

SELL
 -
-25
- 0.05%
$1.12K - $1.31K
47.2K $2.8M
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-28
- 0.23%
$1.25K - $1.46K
11.9K $709K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

SELL
 -
-40
- 0.79%
$1.79K - $2.09K
5K $297K
Jan 17, 2024 Q4 2023
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-41
- 0.98%
$1.83K - $2.14K
4.16K $247K
Feb 13, 2024 Q4 2023
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-48
- 40.34%
$2.15K - $2.51K
71 $4.21K
Jan 05, 2024 Q4 2023
Exchange Traded Concepts, LLC

SELL
 -
-51
- 60.71%
$2.28K - $2.66K
33 $1.96K
Jan 22, 2024 Q4 2023
Pfg Private Wealth Management, LLC

SELL
 -
-65
- 53.28%
$2.91K - $3.4K
57 $3.38K
Jan 12, 2024 Q4 2023
Kraematon Investment Advisors, Inc

SELL
 -
-66
- 0.14%
$2.95K - $3.45K
47.6K $2.83M
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-80
- 7.53%
$3.58K - $4.18K
982 $58.3K
Feb 14, 2024 Q4 2023
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-100
- 2.12%
$4.47K - $5.23K
4.62K $274K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-113
- 0.56%
$5.06K - $5.9K
19.9K $1.18M
Feb 08, 2024 Q4 2023
Rhumbline Advisers

Boston, MA
SELL
 -
-115
- 3.81%
$5.15K - $6.01K
2.91K $172K

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