Investor Sun Life Assurance Co of Canada
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Sun Life Assurance Co of Canada . 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.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-08-12 13G/A 5,874,723
2025-08-11 13G 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
2024-02-14 13G 1,200,000
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
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
2016-08-03 13G BGB / Blackstone Strategic Credit 2027 Term Fund 25,000
2016-08-03 13G BSL / Blackstone Senior Floating Rate 2027 Term Fund 10,000