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Get Institutions for : 
Sun Life Financial Inc (USA) (SLF)  
$52.48 0.42 (0.81%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 377    5
Total shares held : 
 270,084,182  
% of shares held : 
 46.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 12,871,086  
% of shares held change : 
   2.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.83  
Last Quarter's Ending Price : 
 $51.86  
Last Quarter's Average Price : 
 $49.21  
Change from last quarter's     
avg. price to the last closing  : 
3.27 (6.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 7,899,332
 2.92%
 
Increased Positions :
132
 17,770,125
 6.58%
 
Unchanged Positions :
102
 4,800,727
 1.78%
 
Decreased Positions :
112
-11,481,721
-4.25%
 
Closed Positions :
26
-1,316,650
-0.49%
 
Guru Positions :
1
146
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 14 - 2023-12-31 2,316,743 $120,739,000 0
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 134 - 2023-12-31 1,217,525 $63,452,000 0
   State of Tennessee Treasury Department 256 - 2023-12-31 334,257 $17,420,000 0
   Systematic Alpha Investments LLC 37 - 2023-12-31 250,808 $13,007,000 0
   Achmea Investment Management B.V. 167 - 2023-12-31 137,170 $7,148,000 0
   UTAH RETIREMENT SYSTEMS 372 - 2023-12-31 68,983 $3,595,000 0
   Ensign Peak Advisors Inc 906 - 2023-12-31 40,100 $2,037,000 0
   M&T BANK CORP 705 - 2023-12-31 31,785 $1,648,000 0
   V-Square Quantitative Management LLC 81 - 2024-03-31 18,308 $1,353,000 0
   Mason & Associates Inc 40 - 2024-03-31 22,000 $1,201,000 0
   Financial Gravity Wealth Inc. 208 - 2023-12-31 6,023 $1,169,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 18,200 $944,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 85 - 2023-12-31 14,849 $770,000 0
   Verdence Capital Advisors LLC 304 - 2024-03-31 11,941 $652,000 0
   Independent Advisor Alliance 381 - 2023-12-31 12,456 $646,000 0
   WASHINGTON TRUST CO 181 - 2024-03-31 11,471 $626,000 0
   KING LUTHER CAPITAL MANAGEMENT CORP 399 - 2023-12-31 12,012 $623,000 0
   CIGNA INVESTMENTS INC /NEW 182 - 2024-03-31 10,816 $591,000 0
   Engrave Wealth Partners LLC 46 - 2023-12-31 10,519 $546,000 0
   WOODSTOCK CORP 117 - 2024-03-31 9,647 $527,000 0
   Tyler-Stone Wealth Management 91 - 2023-12-31 8,727 $453,000 0
   ROYAL LONDON ASSET MANAGEMENT LTD 652 - 2023-12-31 7,775 $403,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 261 - 2023-12-31 7,491 $388,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 354 - 2024-03-31 6,667 $364,000 0
   Sound View Wealth Advisors Group LLC 271 - 2023-12-31 6,982 $362,000 0
   DAVIDSON TRUST CO 102 - 2023-12-31 6,693 $347,000 0
   SAVANT CAPITAL MANAGEMENT INC 677 - 2023-12-31 6,238 $324,000 0
   WEST FAMILY INVESTMENTS, INC. 144 - 2023-12-31 6,140 $318,000 0
   COZAD ASSET MANAGEMENT INC 315 - 2023-12-31 5,919 $307,000 0
   Baird Financial Group Inc. 1524 - 2023-12-31 5,662 $294,000 0
   UniSuper Management Pty Ltd 438 - 2023-12-31 4,200 $289,000 0
   SMITHFIELD TRUST CO 271 - 2023-12-31 5,394 $280,000 0
   CVA Family Office LLC 203 - 2024-03-31 5,000 $273,000 0
   DFPG INVESTMENTS INC. 533 - 2023-12-31 5,332 $273,000 0
   Confluence Wealth Services Inc. 284 - 2024-03-31 4,985 $272,000 0
   Northwest Bancshares Inc. 184 - 2024-03-31 4,617 $252,000 0
   Lester Murray Antman dba SimplyRich 169 - 2024-03-31 4,474 $245,000 0
   NewEdge Wealth LLC 671 - 2023-12-31 4,618 $239,000 0
   CAPITAL CITY TRUST CO/FL 109 - 2023-12-31 4,596 $238,000 0
   Pathway Financial Advisors LLC 142 - 2024-03-31 4,339 $237,000 0
   VILLERE ST DENIS J & CO LLC 73 - 2024-03-31 4,177 $228,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 110 - 2023-12-31 3,221 $221,000 0
   Argent Trust Co 575 - 2023-12-31 4,177 $217,000 0
   Gulf International Bank (UK) Ltd 617 - 2024-03-31 3,909 $213,000 0
   Bruce G. Allen Investments LLC 96 - 2024-03-31 2,899 $158,000 0
   Independence Bank of Kentucky 242 - 2024-03-31 2,844 $155,000 0
   FTB Advisors Inc. 576 - 2024-03-31 2,771 $151,000 0
   Steward Partners Investment Advisory LLC 1489 - 2023-12-31 2,883 $150,000 0
   Coastal Capital Group Inc. 136 - 2023-06-30 2,388 $124,000 0
   CREDIT AGRICOLE S A 643 - 2023-12-31 2,231 $116,000 0
   Capital Advisors Ltd. LLC 338 - 2024-03-31 1,903 $104,000 0
   Perkins Coie Trust Co 130 - 2024-03-31 1,871 $102,000 0
   Pacifica Partners Inc. 185 - 2024-03-31 1,288 $70,000 0
   HHM Wealth Advisors LLC 255 - 2023-12-31 1,263 $66,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 753 - 2024-03-31 1,200 $65,000 0
   KISTLERTIFFANY COMPANIES, LLC 478 - 2023-06-30 1,049 $55,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 263 - 2023-06-30 1,025 $53,000 0
   MCF Advisors LLC 371 - 2024-03-31 890 $49,000 0
   WHITTIER TRUST CO 938 - 2023-12-31 862 $45,000 0
   Oakworth Capital Inc. 339 - 2024-03-31 748 $41,000 0
   HM PAYSON & CO 637 - 2023-12-31 742 $38,000 0
   Spire Wealth Management 1379 - 2024-03-31 568 $31,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 201 - 2023-12-31 530 $27,000 0
   Sutton Wealth Advisors Inc. 313 - 2023-09-30 552 $27,000 0
   ATTICUS WEALTH MANAGEMENT LLC 295 - 2024-03-31 491 $27,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 175 - 2024-03-31 501 $27,000 0
   Rocky Mountain Advisers LLC 152 - 2024-03-31 500 $27,000 0
   AdvisorNet Financial Inc 986 - 2024-03-31 500 $27,000 0
   Planning Capital Management Corp 256 - 2024-03-31 465 $25,000 0
   DUNCKER STREETT & CO INC 362 - 2024-03-31 414 $23,000 0
   Nordwand Advisors LLC 88 - 2023-12-31 438 $23,000 0
   TFC Financial Management - 2023-12-31 392 $20,000 0
   Westside Investment Management Inc. 495 - 2024-03-31 355 $19,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 227 - 2024-03-31 289 $16,000 0
   Your Advocates Ltd. LLP 93 - 2024-03-31 275 $15,000 0
   Goss Wealth Management LLC 2686 - 2023-12-31 292 $15,000 0
   Tacita Capital Inc 191 - 2023-12-31 275 $14,000 0
   BFSG LLC 476 - 2024-03-31 225 $12,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 701 - 2022-12-31 234 $11,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 520 - 2024-03-31 187 $10,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 739 - 2023-12-31 169 $9,000 0
   Laurel Wealth Advisors LLC 402 - 2023-12-31 170 $9,000 0
   ARMSTRONG ADVISORY GROUP INC 581 - 2024-03-31 177 $9,000 0
   Washington Trust Advisors Inc. 502 - 2023-12-31 165 $9,000 0
   ANCORA ADVISORS, LLC 1266 - 2023-12-31 148 $8,000 0
   JFS WEALTH ADVISORS, LLC 897 - 2023-12-31 139 $7,000 0
   Sunbelt Securities Inc. 1284 - 2024-03-31 122 $7,000 0
   GHP INVESTMENT ADVISORS INC 707 - 2024-03-31 119 $6,000 0
   BARRETT & COMPANY INC. 482 - 2024-03-31 94 $5,000 0
   Key Financial Inc 946 - 2024-03-31 99 $5,000 0
   First Personal Financial Services 321 - 2024-03-31 50 $3,000 0
   PFG Private Wealth Management LLC 180 - 2024-03-31 57 $3,000 0
   Penserra Capital Management LLC 1204 - 2023-12-31 48 $2,000 0
   Mascoma Wealth Management LLC 440 - 2024-03-31 20 $1,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1538 - 2023-12-31 0 $0 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 895 - 2023-12-31 6 $0 0
   PROEQUITIES INC. 5873 - 2023-12-31 0 $0 0
   Hartland & Co. LLC 1604 - 2023-12-31 2 $0 0
  98 Records found
  1    
  Page 1 of 1
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