Purchases and Sales Made in Q4 2025 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
10.3K+ 31.44% |
$594K - $640K
|
42.9K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.59K+ 96.2% |
$324K - $349K
|
11.4K
$675K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
4.68K+ 0.42% |
$271K - $292K
|
1.12M
$66.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.95K+ 1.36% |
$171K - $184K
|
220K
$13M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.58K+ 28.08% |
$149K - $161K
|
11.8K
$696K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
2.12K+ 11.36% |
$123K - $132K
|
20.8K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
515+ 18.01% |
$29.9K - $32.1K
|
3.38K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
500+ 12.39% |
$29K - $31.2K
|
4.54K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 1.75% |
$12.9K - $13.8K
|
12.9K
$765K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
40+ 3.11% |
$2.32K - $2.5K
|
1.33K
$78.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.09% |
$1.45K - $1.56K
|
27.8K
$1.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.49% |
$1.16K - $1.25K
|
4.09K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$290 - $312
|
10
$592
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$290 - $312
|
986
$58.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.11% |
$638 - $686
|
10K
$593K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-12- 0.24% |
$696 - $749
|
4.96K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-27- 16.46% |
$1.57K - $1.68K
|
137
$8.11K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67- 2.95% |
$3.88K - $4.18K
|
2.2K
$130K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-81- 10.15% |
$4.7K - $5.05K
|
717
$42.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-224- 3.36% |
$13K - $14K
|
6.44K
$381K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.21K- 11.62% |
$186K - $200K
|
24.4K
$1.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Qv Investors Inc.
|
SELL
|
- |
-204K- 20.37% |
$11.8M - $12.7M
|
799K
$47.3M
|
|