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

Institutional Holders (2016Q2)
Portfolio Summary: 264 Institutional holders with a total value of $8,735,933,977.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MYCIO WEALTH PARTNERS, LLC 50 2,000 0.00%
2 FineMark National Bank & Trust 52 2,000 0.00%
3 CUTLER GROUP LLC / CA 1,100 3,000 0.00% Put
4 CUTLER GROUP LLC / CA 7,800 3,000 0.00% Call
5 KRILOGY FINANCIAL LLC 118 4,000 0.00%
6 Whitnell & Co. 112 4,000 0.00%
7 BELLWETHER INVESTMENT GROUP, LLC 150 5,000 0.00%
8 Kistler-Tiffany Companies, LLC 142 5,000 0.00%
9 Winfield Associates, Inc. 155 5,000 0.00%
10 REILLY FINANCIAL ADVISORS, LLC 170 6,000 0.00%
11 Joel Isaacson & Co., LLC 200 7,000 0.00%
12 THRIVENT FINANCIAL FOR LUTHERANS 285 9,000 0.00%
13 LS Investment Advisors, LLC 280 9,000 0.00%
14 CENTRAL TRUST Co 283 9,000 0.00%
15 BENJAMIN F. EDWARDS & COMPANY, INC. 286 9,000 0.00%
16 PROFICIO CAPITAL PARTNERS LLC 309 10,000 0.00%
17 FARMERS & MERCHANTS INVESTMENTS INC 312 10,000 0.00%
18 D'Orazio & Associates, Inc. 318 10,000 0.00%
19 ENTERPRISE FINANCIAL SERVICES CORP 384 13,000 0.00%
20 WEALTHPLAN PARTNERS, LLC 964 15,840 0.00%
21 Gemmer Asset Management LLC 487 16,000 0.00%
22 SRH ADVISORS, LLC 500 16,000 0.00%
23 NumerixS Investment Technologies Inc 500 16,000 0.00%
24 ZIONS BANCORPORATION 797 25,000 0.00%
25 D.A. DAVIDSON & CO. 815 26,000 0.00%
26 QUADRANT CAPITAL GROUP LLC 904 26,000 0.00%
27 SIGNATUREFD, LLC 832 27,000 0.00%
28 FIRST MANHATTAN CO. LLC. 911 29,000 0.00%
29 Mondrian Investment Partners LTD 716 30,000 0.00%
30 MOSAIC FAMILY WEALTH, LLC 885 30,000 0.00%
31 LBA Wealth Management, LLC 1,000 33,000 0.00%
32 DREMAN VALUE MANAGEMENT, L L C 1,083 36,000 0.00%
33 Stanford Investment Group, Inc. 1,102 36,000 0.00%
34 Clearbridge Investments, LLC 1,159 38,000 0.00%
35 Oakworth Capital, Inc. 1,136 39,000 0.00%
36 ASSET PLANNING SERVICES, LTD. 1,250 41,000 0.00%
37 ASSETMARK, INC 1,271 42,000 0.00%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,374 45,000 0.00%
39 RIVERHEAD CAPITAL MANAGEMENT LLC 3,498 46,000 0.00%
40 SYNOVUS FINANCIAL CORP 1,470 48,000 0.00%
41 Stevens First Principles Investment Advisors 1,480 49,000 0.00%
42 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,590 52,000 0.00%
43 Lowe Wealth Advisors, LLC 1,570 52,000 0.00%
44 ACROSPIRE INVESTMENT MANAGEMENT LLC 1,600 53,000 0.00%
45 Advisors Asset Management, Inc. 1,682 55,000 0.00%
46 Perkins Coie Trust Co 1,859 61,000 0.00%
47 Tower Research Capital LLC (TRC) 1,853 61,000 0.00%
48 Capital Advisors, Ltd. LLC 1,903 62,000 0.00%
49 JCIC Asset Management Inc. 2,351 77,000 0.00%
50 Checchi Capital Advisers, LLC 2,378 78,000 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.