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SUN LIFE FINL INC
SUN LIFE FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 247 Institutional holders with a total value of $9,061,605,520.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Simplicity Solutions, LLC 28 935 0.00%
2 SIGNATUREFD, LLC 38 1,000 0.00%
3 QUADRANT CAPITAL GROUP LLC 46 1,000 0.00%
4 MassMutual Private Wealth & Trust, FSB 31 1,138 0.00%
5 FineMark National Bank & Trust 52 2,000 0.00%
6 MYCIO WEALTH PARTNERS, LLC 50 2,000 0.00%
7 Cornerstone Advisors, Inc. 65 2,000 0.00%
8 Waverly Advisors, LLC 125 4,000 0.00%
9 SIMPLEX TRADING, LLC 125 4,000 0.00%
10 Kistler-Tiffany Companies, LLC 142 5,000 0.00%
11 Brookstone Capital Management 189 6,000 0.00%
12 COLONY GROUP LLC 211 7,000 0.00%
13 Joel Isaacson & Co., LLC 200 7,000 0.00%
14 Spectrum Management Group, LLC 272 9,000 0.00%
15 THRIVENT FINANCIAL FOR LUTHERANS 285 9,000 0.00%
16 LS Investment Advisors, LLC 280 9,000 0.00%
17 BENJAMIN F. EDWARDS & COMPANY, INC. 448 15,000 0.00%
18 SRH ADVISORS, LLC 500 17,000 0.00%
19 CENTRAL TRUST Co 565 19,000 0.00%
20 DREMAN VALUE MANAGEMENT, L L C 570 19,000 0.00%
21 Blume Capital Management, Inc. 600 20,000 0.00%
22 HIGHLAND CAPITAL MANAGEMENT, LLC 699 23,000 0.00%
23 REILLY FINANCIAL ADVISORS, LLC 796 27,000 0.00%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 816 27,000 0.00%
25 PRELUDE CAPITAL MANAGEMENT, LLC 860 29,000 0.00%
26 Mondrian Investment Partners LTD 700 29,000 0.00%
27 D.A. DAVIDSON & CO. 928 30,000 0.00%
28 FIRST FINANCIAL CORP /IN/ 975 33,000 0.00%
29 LBA Wealth Management, LLC 1,000 33,000 0.00%
30 Oakworth Capital, Inc. 1,000 33,000 0.00%
31 Stanford Investment Group, Inc. 1,102 37,000 0.00%
32 Advisors Asset Management, Inc. 1,263 42,000 0.00%
33 Allworth Financial LP 1,262 42,000 0.00%
34 Hartford Financial Management Inc. 1,300 43,000 0.00%
35 Clearbridge Investments, LLC 1,400 47,000 0.00%
36 ENTERPRISE FINANCIAL SERVICES CORP 1,477 49,000 0.00%
37 ASSET PLANNING SERVICES, LTD. 1,575 53,000 0.00%
38 Sandy Spring Bank 1,597 53,000 0.00%
39 SYNOVUS FINANCIAL CORP 1,580 53,000 0.00%
40 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,590 53,000 0.00%
41 FIRST MANHATTAN CO. LLC. 1,634 54,000 0.00%
42 Perkins Coie Trust Co 1,859 62,000 0.00%
43 Capital Advisors, Ltd. LLC 1,903 64,000 0.00%
44 SEI INVESTMENTS CO 1,940 65,000 0.00%
45 JCIC Asset Management Inc. 2,351 78,000 0.00%
46 GUPTA WEALTH MANAGEMENT LLC 2,366 79,000 0.00%
47 Lowe Wealth Advisors, LLC 2,506 84,000 0.00%
48 AMERICAN INTERNATIONAL GROUP, INC. 2,719 90,815 0.00%
49 HUNTINGTON NATIONAL BANK 2,888 96,000 0.00%
50 MSI Financial Services Inc 2,908 97,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.