Dark
Light
System
Security
SUN LIFE FINL INC
SUN LIFE FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 261 Institutional holders with a total value of $8,831,982,263.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Franklin, Parlapiano, Turner & Welch, LLC 35 1,000 0.00%
2 MYCIO WEALTH PARTNERS, LLC 50 2,000 0.00%
3 CUTLER GROUP LLC / CA 9,700 2,000 0.00% Put
4 FineMark National Bank & Trust 52 2,000 0.00%
5 REILLY FINANCIAL ADVISORS, LLC 87 3,000 0.00%
6 Whitnell & Co. 112 4,000 0.00%
7 KRILOGY FINANCIAL LLC 118 4,000 0.00%
8 Kistler-Tiffany Companies, LLC 142 5,000 0.00%
9 Winfield Associates, Inc. 140 5,000 0.00%
10 CUTLER GROUP LLC / CA 8,500 5,000 0.00% Call
11 Joel Isaacson & Co., LLC 200 7,000 0.00%
12 CENTRAL TRUST Co 200 7,000 0.00%
13 PROFICIO CAPITAL PARTNERS LLC 233 8,000 0.00%
14 LS Investment Advisors, LLC 280 9,000 0.00%
15 THRIVENT FINANCIAL FOR LUTHERANS 285 9,000 0.00%
16 BENJAMIN F. EDWARDS & COMPANY, INC. 286 9,000 0.00%
17 QUADRANT CAPITAL GROUP LLC 366 10,000 0.00%
18 GUIDANT WEALTH ADVISORS 300 10,000 0.00%
19 D'Orazio & Associates, Inc. 318 10,000 0.00%
20 FARMERS & MERCHANTS INVESTMENTS INC 349 11,000 0.00%
21 ENTERPRISE FINANCIAL SERVICES CORP 384 12,000 0.00%
22 SIMPLEX TRADING, LLC 424 13,000 0.00%
23 WEALTHPLAN PARTNERS, LLC 482 15,607 0.00%
24 CWM, LLC 500 16,000 0.00%
25 SRH ADVISORS, LLC 500 16,000 0.00%
26 MCF Advisors LLC 500 16,000 0.00%
27 Gemmer Asset Management LLC 487 16,000 0.00%
28 SYNOVUS FINANCIAL CORP 649 21,000 0.00%
29 FIRST MANHATTAN CO. LLC. 911 29,000 0.00%
30 MOSAIC FAMILY WEALTH, LLC 885 29,000 0.00%
31 JNBA Financial Advisors 925 30,000 0.00%
32 SIGNATUREFD, LLC 925 30,000 0.00%
33 LEBENTHAL ASSET MANAGEMENT, LLC 984 32,000 0.00%
34 LBA Wealth Management, LLC 1,000 33,000 0.00%
35 DREMAN VALUE MANAGEMENT, L L C 1,083 35,000 0.00%
36 ZIONS BANCORPORATION 1,148 36,000 0.00%
37 Stanford Investment Group, Inc. 1,102 36,000 0.00%
38 Oakworth Capital, Inc. 1,136 37,000 0.00%
39 Clearbridge Investments, LLC 1,162 38,000 0.00%
40 ASSETMARK, INC 1,210 39,000 0.00%
41 Tower Research Capital LLC (TRC) 1,255 41,000 0.00%
42 ASSET PLANNING SERVICES, LTD. 1,250 41,000 0.00%
43 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,373 45,000 0.00%
44 D.A. DAVIDSON & CO. 1,446 47,000 0.00%
45 Stevens First Principles Investment Advisors 1,480 48,000 0.00%
46 Lowe Wealth Advisors, LLC 1,570 51,000 0.00%
47 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,590 52,000 0.00%
48 Advisors Asset Management, Inc. 1,765 57,000 0.00%
49 Perkins Coie Trust Co 1,859 60,000 0.00%
50 Capital Advisors, Ltd. LLC 1,903 62,000 0.00%
Page 1 of 6

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.