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Public ownership evidence

Sun Life Financial Inc. (SLF) Ownership Disclosures

Read SLF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2998$7,685None
Cornerstone Financial Management LLC2026-03-312026-08-2915$938None
Cornerstone Financial Management LLC2025-12-312026-08-2915$936None
Advisors Asset Management, Inc.2021-12-312026-08-288,791$489,571None
Advisors Asset Management, Inc.2022-12-312026-08-2813,820$641,524None
Advisors Asset Management, Inc.2020-06-302026-08-284,129$151,741None
Advisors Asset Management, Inc.2022-06-302026-08-2812,947$593,000None
Advisors Asset Management, Inc.2021-09-302026-08-285,487$282,000None
Corient Private Wealth LP2026-06-302026-08-2813,737$1,077,259None
Corient Private Wealth LP2026-06-302026-08-283,998$313,486None
Advisors Asset Management, Inc.2024-03-312026-08-273,267$178,313None
Advisors Asset Management, Inc.2022-09-302026-08-2714,585$580,000None
Advisors Asset Management, Inc.2020-12-312026-08-274,793$213,000None
Advisors Asset Management, Inc.2022-03-312026-08-2711,979$668,788None
Advisors Asset Management, Inc.2023-06-302026-08-2711,028$574,779None
Advisors Asset Management, Inc.2023-09-302026-08-279,383$457,890None
Advisors Asset Management, Inc.2023-03-312026-08-2711,976$559,279None
Advisors Asset Management, Inc.2021-03-312026-08-275,157$260,686None
Advisors Asset Management, Inc.2021-06-302026-08-275,666$292,000None
Advisors Asset Management, Inc.2020-09-302026-08-274,257$173,388None
Advisors Asset Management, Inc.2023-12-312026-08-274,092$212,211None
Advisors Asset Management, Inc.2019-12-312026-08-264,871$221,971None
Advisors Asset Management, Inc.2020-03-312026-08-225,401$173,318None
Assenagon Asset Management S.A.2026-06-302026-08-2225,609$2,009,920None
Sustainable Insight Capital Management, LLC2026-06-302026-08-2031,300$2,455,183None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2022,838$1,790,994None
Beacon Pointe Advisors, LLC2026-06-302026-08-197,450$584,198None
Advisors Asset Management, Inc.2019-03-312026-08-193,756$144,268None
Advisors Asset Management, Inc.2019-09-302026-08-194,647$208,232None
Advisors Asset Management, Inc.2019-06-302026-08-194,457$184,342None
Ensign Peak Advisors, Inc2026-03-312026-08-1921,800$1,361,377None
Ensign Peak Advisors, Inc2025-12-312026-08-1926,700$1,668,908None
Ensign Peak Advisors, Inc2025-09-302026-08-1926,700$1,603,650None
Corient Private Wealth LP2026-06-302026-08-1817,987$1,410,506None
Empowered Funds, LLC2026-06-302026-08-1820,149$1,580,085None
Transamerica Financial Advisors, LLC2026-06-302026-08-187$548None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,908$228,009None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1820,729$1,625,568None
Equitable Holdings, Inc.2026-06-302026-08-183,628$284,483None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1850,742$3,982,324None
STONEBRIDGE CAPITAL MANAGEMENT INC2026-06-302026-08-185,000$392,100None
Investors Portfolio Services LLC2026-06-302026-08-154$314None
TORONTO DOMINION BANK2026-06-302026-08-1516,600$1,301,998None
TORONTO DOMINION BANK2026-06-302026-08-15234,600$18,400,525Call
TORONTO DOMINION BANK2026-06-302026-08-15900,000$70,590,249Put
TORONTO DOMINION BANK2026-06-302026-08-153,300,522$258,871,840None
TORONTO DOMINION BANK2026-06-302026-08-1532,800$2,572,622Put
TORONTO DOMINION BANK2026-06-302026-08-1523,600$1,851,033Call
TORONTO DOMINION BANK2026-06-302026-08-1520,660$1,620,456None
TORONTO DOMINION BANK2026-06-302026-08-15146,900$11,521,897None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.