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

Institutional Holders (2015Q3)
Portfolio Summary: 244 Institutional holders with a total value of $9,038,825,905.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MassMutual Private Wealth & Trust, FSB 31 1,125 0.00%
2 Whitnell & Co. 71 2,000 0.00%
3 MYCIO WEALTH PARTNERS, LLC 50 2,000 0.00%
4 FineMark National Bank & Trust 52 2,000 0.00%
5 Cornerstone Advisors, Inc. 65 2,000 0.00%
6 Simplicity Solutions, LLC 127 4,097 0.00%
7 Kistler-Tiffany Companies, LLC 142 5,000 0.00%
8 Joel Isaacson & Co., LLC 200 6,000 0.00%
9 Brookstone Capital Management 189 6,000 0.00%
10 COLONY GROUP LLC 211 7,000 0.00%
11 SIGNATUREFD, LLC 236 8,000 0.00%
12 LS Investment Advisors, LLC 280 9,000 0.00%
13 Spectrum Management Group, LLC 272 9,000 0.00%
14 FIFTH THIRD BANCORP 444 14,000 0.00%
15 BENJAMIN F. EDWARDS & COMPANY, INC. 451 15,000 0.00%
16 SRH ADVISORS, LLC 500 16,000 0.00%
17 CENTRAL TRUST Co 565 18,000 0.00%
18 DREMAN VALUE MANAGEMENT, L L C 570 18,000 0.00%
19 American Research & Management Co. 584 19,000 0.00%
20 Blume Capital Management, Inc. 600 19,000 0.00%
21 HIGHLAND CAPITAL MANAGEMENT, LLC 699 23,000 0.00%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 818 26,000 0.00%
23 REILLY FINANCIAL ADVISORS, LLC 796 26,000 0.00%
24 D.A. DAVIDSON & CO. 929 29,000 0.00%
25 Mondrian Investment Partners LTD 704 30,000 0.00%
26 FIRST FINANCIAL CORP /IN/ 975 31,000 0.00%
27 Oakworth Capital, Inc. 1,000 32,000 0.00%
28 LBA Wealth Management, LLC 1,000 32,000 0.00%
29 ZIONS BANCORPORATION 1,031 35,000 0.00%
30 Stanford Investment Group, Inc. 1,102 36,000 0.00%
31 Hartford Financial Management Inc. 1,300 41,000 0.00%
32 Allworth Financial LP 1,262 41,000 0.00%
33 Advisors Asset Management, Inc. 1,263 41,000 0.00%
34 Clearbridge Investments, LLC 1,400 45,000 0.00%
35 ASSET PLANNING SERVICES, LTD. 1,575 51,000 0.00%
36 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,590 51,000 0.00%
37 SYNOVUS FINANCIAL CORP 1,580 51,000 0.00%
38 FIRST MANHATTAN CO. LLC. 1,634 52,000 0.00%
39 ENTERPRISE FINANCIAL SERVICES CORP 1,628 53,000 0.00%
40 Lowe Wealth Advisors, LLC 1,661 54,000 0.00%
41 Perkins Coie Trust Co 1,859 60,000 0.00%
42 Capital Advisors, Ltd. LLC 1,903 61,000 0.00%
43 GUPTA WEALTH MANAGEMENT LLC 2,366 76,000 0.00%
44 JCIC Asset Management Inc. 2,351 76,000 0.00%
45 Quantbot Technologies LP 2,461 79,000 0.00%
46 OFI Advisors LLC 2,481 80,000 0.00%
47 MSI Financial Services Inc 2,583 83,000 0.00%
48 Creative Planning 2,572 83,000 0.00%
49 Lombard Odier & Cie (Canada), Limited Partnership 3,133 100,000 0.00%
50 DekaBank Deutsche Girozentrale 3,699 119,000 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.