Investor Sun Life Financial Inc
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Sun Life Financial Inc . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

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Date Form Target Prev
Shares		 Current
Shares		 Change
(Percent)		 Ownership
(Percent)		 Change
(Percent)
2025-11-05 13G 5,000,000
2025-08-12 13G/A 5,874,723
2025-08-11 13G US1431062017 / Carlyle Tactical Private Credit Fund 1,560,000
2025-08-11 13G/A 3,920,000
2024-11-26 13G CCAP / Crescent Capital BDC, Inc. 2,226,308
2024-11-12 13G 1,920,000
2024-02-13 13G/A 1,120,000
2024-02-13 13G/A US25211AAJ88 / Dewolf Park CLO Ltd 0
2024-02-13 13G/A BGB / Blackstone Strategic Credit 2027 Term Fund 25,000 0
2023-02-28 13G/A CSQ / Calamos Strategic Total Return Fund 800,000 720,000
2022-02-14 13G/A CEM / ClearBridge MLP and Midstream Fund Inc 0
2022-02-14 13G/A 720,000 720,000
2022-02-14 13G/A CSQ / Calamos Strategic Total Return Fund 800,000 800,000
2022-02-14 13G/A BGB / Blackstone Strategic Credit 2027 Term Fund 25,000 25,000
2022-02-14 13G/A US25211AAE91 / Dewolf Park CLO Ltd 10,000
2022-02-14 13G/A ARDC / Ares Dynamic Credit Allocation Fund, Inc. 240,000 560,000
2021-10-04 13G/A 280,000 720,000
2021-08-02 13G 280,000
2021-08-02 13G ARDC / Ares Dynamic Credit Allocation Fund, Inc. 240,000
2021-02-16 13G/A CEM / ClearBridge MLP and Midstream Fund Inc
2021-02-16 13G/A CSQ / Calamos Strategic Total Return Fund 800,000 800,000
2021-02-16 13G/A BIF / Boulder Growth & Income Fund Inc 35,000,000 35,000,000
2020-12-10 13G BIF / Boulder Growth & Income Fund Inc 35,000,000
2020-02-13 13G/A CEM / ClearBridge MLP and Midstream Fund Inc
2020-02-13 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 440,000 440,000
2020-02-13 13G/A CSQ / Calamos Strategic Total Return Fund 800,000 800,000
2019-02-13 13G/A CSQ / Calamos Strategic Total Return Fund 800,000 800,000
2019-02-13 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 440,000 440,000
2019-02-13 13G/A CEM / ClearBridge MLP and Midstream Fund Inc
2018-02-14 13G CSQ / Calamos Strategic Total Return Fund 800,000
2018-02-14 13G/A NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 200 0
2018-02-14 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 440,000 440,000
2018-02-14 13G/A CEM / ClearBridge MLP and Midstream Fund Inc
2017-02-15 13G/A KYE / Kayne Anderson Energy Total Return Fund, Inc. 266,666 0
2017-02-14 13G/A CEM / ClearBridge MLP and Midstream Fund Inc 150
2017-02-14 13G/A KYE / Kayne Anderson Energy Total Return Fund, Inc. 266,666 0
2017-02-14 13G/A NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 200 200
2017-02-14 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 600,000 0
2017-02-14 13G/A XCEMX / Clearbridge Energy MLP Fund Inc 150 41
2017-02-14 13G/A BSL / Blackstone Senior Floating Rate 2027 Term Fund 10,000 10,000
2017-02-14 13G/A BGB / Blackstone Strategic Credit 2027 Term Fund 25,000 25,000
2016-08-03 13G BSL / Blackstone Senior Floating Rate 2027 Term Fund 10,000
2016-08-03 13G BGB / Blackstone Strategic Credit 2027 Term Fund 25,000
2016-02-16 13G/A KMF / Kayne Anderson NextGen Energy & Infrastructure Inc 0
2016-02-16 13G/A KMF / Kayne Anderson NextGen Energy & Infrastructure Inc 0
2016-02-16 13G/A CEM / ClearBridge MLP and Midstream Fund Inc 150
2016-02-16 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 1,040,000 440,000
2016-02-16 13G/A NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 200
2016-02-16 13G/A XCEMX / Clearbridge Energy MLP Fund Inc 150
2016-02-16 13G/A KYE / Kayne Anderson Energy Total Return Fund, Inc. 333,333 266,666
2015-02-12 13G/A NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 200
2015-02-12 13G/A KMF / Kayne Anderson NextGen Energy & Infrastructure Inc 560,000
2015-02-12 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 600,000
2015-02-12 13G/A SGI / Somnigroup International Inc. 0
2015-02-12 13G/A KYE / Kayne Anderson Energy Total Return Fund, Inc. 600,000
2015-01-15 13G CEM / ClearBridge MLP and Midstream Fund Inc 150
2014-02-10 13G/A NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 200
2014-02-10 13G/A KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 440,000
2014-02-10 13G/A SGI / Somnigroup International Inc. 1,714,799
2014-02-10 13G/A KYE / Kayne Anderson Energy Total Return Fund, Inc. 600,000
2014-02-10 13G/A KMF / Kayne Anderson NextGen Energy & Infrastructure Inc 560,000
2014-01-29 13G NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. 1,000
2014-01-29 13G KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 600,000
2014-01-29 13G KYE / Kayne Anderson Energy Total Return Fund, Inc. 600,000
2014-01-29 13G KMF / Kayne Anderson NextGen Energy & Infrastructure Inc 600,000
2013-11-15 13G/A SGI / Somnigroup International Inc. 2,129,116
2013-11-15 13G/A MRVC / MRV Communications, Inc. 6,027,990