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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYAL BANK OF CANADA 33 - 2023-12-31 41,357,855 $2,144,818,000 -2,335,478
   MACKENZIE FINANCIAL CORP 17 - 2023-12-31 14,086,704 $730,926,000 -357,140
   FIL LTD 34 - 2023-12-31 12,266,388 $636,162,000 -1,833,187
   BANK OF MONTREAL /CAN/ 67 - 2023-12-31 11,659,470 $604,801,000 -2,065,392
   BANK OF NOVA SCOTIA / 28 - 2023-12-31 8,041,990 $417,090,000 -1,883,918
   CIBC GLOBAL ASSET MANAGEMENT INC 22 - 2023-12-31 6,080,164 $316,342,000 -297,963
   SCOTIA CAPITAL INC. 28 - 2023-12-31 2,950,788 $152,741,000 -14,749
   LETKO BROSSEAU & ASSOCIATES INC 8 - 2023-12-31 2,804,207 $146,144,000 -84,925
   J P MORGAN CHASE & CO 671 - 2023-12-31 2,787,862 $144,579,000 -109,289
   Swiss National Bank 257 - 2023-12-31 1,908,400 $99,157,000 -57,100
   INVESCO LTD 824 - 2023-12-31 1,521,787 $78,920,000 -137,291
   CREDIT SUISSE/ 262 - 2023-12-31 1,125,485 $77,343,000 -257,852
   FIRST TRUST ADVISORS LP 332 - 2023-12-31 1,351,277 $70,080,000 -29,327
   FIERA SCEPTRE INC. 116 - 2024-03-31 825,727 $45,083,000 -16,799
   Cardinal Capital Management Inc. 15 - 2024-03-31 771,631 $42,135,000 -13,922
   BANK OF NEW YORK MELLON CORP 1263 - 2024-03-31 619,877 $33,833,000 -133,942
   Russell Investments Group Ltd. 352 - 2023-12-31 638,236 $33,234,000 -15,534
   Triasima Portfolio Management inc. 8 - 2024-03-31 608,760 $33,217,000 -68,800
   MONTRUSCO BOLTON INVESTMENTS INC. 40 - 2023-12-31 632,602 $32,969,000 -9,957
   Canoe Financial LP 52 - 2023-12-31 544,790 $28,254,000 -21,588
   AVIVA PLC 260 - 2023-12-31 499,275 $25,983,000 -43,571
   KOREA INVESTMENT CORP 279 - 2023-12-31 474,483 $24,728,000 -228,952
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 228 - 2024-03-31 421,006 $22,994,000 -2,038
   VEREDUS ASSET MANAGEMENT LLC 91 - 2023-12-31 439,756 $22,806,000 -9,390
   GUARDIAN CAPITAL LP 39 - 2023-12-31 392,321 $20,446,000 -11,716
   PICTET ASSET MANAGEMENT SA 464 - 2023-06-30 383,663 $20,023,000 -227,139
   LGT Group Foundation 63 - 2023-12-31 327,036 $16,813,000 -28,264
   FRANKLIN RESOURCES INC 760 - 2023-12-31 311,160 $16,138,000 -525,354
   Pictet Asset Management Holding SA 542 - 2023-12-31 288,688 $15,045,000 -13,634
   NORTHERN TRUST CORP 1824 - 2023-12-31 286,903 $14,879,000 -1,455
   Crossmark Global Holdings Inc. 87 - 2023-12-31 256,061 $13,280,000 -7,774
   Mn Services Vermogensbeheer B.V. 215 - 2024-03-31 236,245 $12,903,000 -41,000
   JARISLOWSKY FRASER LTD 89 - 2023-12-31 231,027 $12,040,000 -4,031
   AMERIPRISE FINANCIAL INC 1616 - 2023-12-31 173,161 $11,667,000 -12,796
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 215 - 2023-12-31 216,560 $11,231,000 -6,100
   ING INVESTMENT MANAGEMENT, INC. 56 - 2024-03-31 194,294 $10,602,000 -1,128,756
   GUARDIAN CAPITAL ADVISORS LP 33 - 2023-12-31 179,138 $9,336,000 -2,219
   AXA 434 - 2023-12-31 153,150 $7,942,000 -5,085
   USS Investment Management Ltd 238 - 2023-12-31 152,743 $7,923,000 -17,400
   CITIGROUP INC 942 - 2023-12-31 140,995 $7,348,000 -70,783
   GLUSKIN SHEFF & ASSOC INC 54 - 2023-12-31 127,630 $6,619,000 -111,306
   O SHAUGHNESSY ASSET MANAGEMENT LLC 265 - 2023-12-31 123,983 $6,430,000 -2,824
   Skandinaviska Enskilda Banken AB (publ) 338 - 2023-12-31 123,376 $6,398,000 -101,298
   WARATAH CAPITAL ADVISORS LTD. 58 - 2023-12-31 119,805 $6,213,000 -113,490
   MOTCO 77 - 2023-12-31 100,494 $5,212,000 -15,837
   WELLS FARGO & CO/MN 1920 - 2023-12-31 96,572 $5,013,000 -4,039
   Vontobel Holding Ltd. 354 - 2023-12-31 90,102 $4,673,000 -25
   BURNEY CO/ 136 - 2023-12-31 89,014 $4,616,000 -484
   La Banque Postale Asset Management SA 176 - 2023-12-31 80,441 $4,192,000 -15,598
   JANUS HENDERSON GROUP PLC 889 - 2023-12-31 78,798 $4,107,000 -1,900
   Symphony Financial Ltd. Co. 30 - 2024-03-31 70,449 $3,845,000 -700
   D E SHAW & CO INC 1306 - 2023-12-31 66,354 $3,440,000 -112,717
   COMMONWEALTH EQUITY SERVICES LLC. 1424 - 2024-03-31 60,668 $3,311,000 -473
   KRAEMATON INVESTMENT ADVISORS INC 11 - 2023-12-31 47,600 $2,469,000 -66
   ONTARIO TEACHERS PENSION PLAN BOARD 231 - 2023-12-31 33,455 $1,735,000 -4,624
   SHELL ASSET MANAGEMENT CO 237 - 2023-12-31 33,072 $1,724,000 -37,413
   OSTRUM ASSET MANAGEMENT 227 - 2023-12-31 32,170 $1,677,000 -14,852
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 117 - 2024-03-31 29,680 $1,621,000 -14,437
   Advisor Group Holdings Inc. 2189 - 2023-12-31 26,478 $1,374,000 -3,436
   ENVESTNET ASSET MANAGEMENT INC 2696 - 2023-12-31 26,018 $1,349,000 -22,335
   WETHERBY ASSET MANAGEMENT INC 282 - 2023-12-31 25,904 $1,343,000 -172
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1928 - 2024-03-31 22,360 $1,220,000 -1,033
   FINANCIAL NETWORK 1352 - 2023-12-31 19,915 $1,033,000 -113
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1751 - 2024-03-31 17,566 $959,000 -115
   Wambolt & Associates LLC 110 - 2023-12-31 17,659 $916,000 -4,823
   JustInvest LLC 741 - 2023-12-31 15,867 $823,000 -1,553
   RATHBONE BROTHERS PLC 335 - 2023-12-31 15,440 $805,000 -291
   PRINCIPAL FINANCIAL GROUP INC 1868 - 2023-12-31 15,433 $804,000 -10,214
   APG ALL PENSIONS GROUP 602 - 2023-12-31 16,554 $781,000 -1,224
   JONES COLLOMBIN INVESTMENT COUNSEL INC 39 - 2023-12-31 14,111 $732,000 -8,600
   Cumberland Partners Ltd 138 - 2023-12-31 14,053 $713,000 -300
   H D Vest Advisory Services 857 - 2023-12-31 13,100 $679,000 -667
   BAROMETER CAPITAL MANAGEMENT INC. 83 - 2023-12-31 9,810 $674,000 -142,040
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 548 - 2023-12-31 12,614 $651,000 -2,547
   Orion Portfolio Solutions LLC 1129 - 2023-12-31 11,829 $609,000 -598
   STATE STREET CORP 3398 - 2023-12-31 11,703 $607,000 -13,662
   FIFTH THIRD BANCORP 709 - 2024-03-31 11,074 $604,000 -1,271
   Candriam Luxembourg S.C.A. 608 - 2023-12-31 11,497 $599,000 -1,389
   NorthCrest Asset Manangement LLC 358 - 2024-03-31 10,621 $580,000 -786
   Rempart Asset Management Inc. 34 - 2023-12-31 10,706 $557,000 -1,350
   Private Advisor Group LLC 1461 - 2023-12-31 9,759 $506,000 -20,015
   CI Private Wealth LLC 1603 - 2023-12-31 9,514 $493,000 -1,329
   Balentine LLC 335 - 2023-12-31 7,602 $394,000 -2,554
   JANNEY MONTGOMERY SCOTT LLC 2204 - 2024-03-31 6,556 $358,000 -1,060
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1791 - 2024-03-31 6,526 $356,000 -266
   Beacon Pointe Advisors LLC 1020 - 2023-12-31 6,498 $337,000 -270
   REGIONS FINANCIAL CORP 726 - 2024-03-31 5,134 $280,000 -7
   STONEBRIDGE CAPITAL MANAGEMENT INC 68 - 2024-03-31 5,000 $273,000 -845
   KEYBANK NATIONAL ASSOCIATION/OH 954 - 2023-12-31 5,222 $271,000 -1,980
   Clarius Group LLC 424 - 2024-03-31 4,062 $222,000 -450
   Schechter Investment Advisors LLC 529 - 2023-12-31 4,156 $216,000 -41
   FIXED INCOME SECURITIES INC 1103 - 2023-12-31 4,092 $212,000 -5,291
   Engineers Gate Manager LP 1616 - 2023-12-31 4,044 $210,000 -2,016
   Parallel Advisors LLC 845 - 2023-12-31 3,479 $180,000 -179
   CITY HOLDING CO 240 - 2024-03-31 3,200 $175,000 -500
   RHUMBLINE ADVISERS 3293 - 2023-12-31 2,906 $151,000 -115
   QUADRANT CAPITAL GROUP LLC 789 - 2023-12-31 2,735 $142,000 -255
   HUNTINGTON NATIONAL BANK 539 - 2023-12-31 2,575 $134,000 -1,506
   MITSUBISHI UFJ TRUST & BANKING CORP 1036 - 2023-12-31 2,239 $116,000 -1,344
   BESSEMER GROUP INC 1182 - 2023-12-31 2,165 $113,000 -492
  100 Records found
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