Latest Institutional Transactions on Sony Group Corp (SONY)
This table provides information on the latest institutional transactions involving Sony Group Corp (SONY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 7.18% |
$22.1K - $28.5K
|
14.4K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
638+ 6380.0% |
$12.7K - $16.4K
|
648
$16.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.88K+ 400.0% |
$37.4K - $48.2K
|
2.35K
$59.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 35.33% |
$587K - $757K
|
113K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9.87KNew |
$196K - $253K
|
9.87K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.8K+ 9.69% |
$55.6K - $71.8K
|
31.7K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-59- 20.77% |
$1.17K - $1.51K
|
225
$5.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
433+ 2.63% |
$8.61K - $11.1K
|
16.9K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.53KNew |
$70.1K - $90.4K
|
3.53K
$88.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 2.12% |
$53.2K - $68.6K
|
123K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
95+ 1900.0% |
$1.89K - $2.44K
|
100
$2.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.2K+ 45.19% |
$202K - $261K
|
32.6K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
46.4K+ 11.52% |
$922K - $1.19M
|
449K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-889- 3.43% |
$17.7K - $22.8K
|
25K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75New |
$1.49K - $1.92K
|
75
$1.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-14.1K- 17.6% |
$281K - $362K
|
66.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-1.17K- 1.12% |
$23.3K - $30K
|
103K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
275+ 0.11% |
$5.47K - $7.05K
|
240K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-28.9K- 5.96% |
$574K - $740K
|
455K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 3.33% |
$3.18K - $4.1K
|
4.64K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
7.5K+ 7.71% |
$149K - $192K
|
105K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 50.0% |
$99.4 - $128
|
5
$126
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 50.0% |
$994 - $1.28K
|
150
$3.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
168+ 115.86% |
$3.34K - $4.31K
|
313
$7.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.84K- 4.25% |
$36.5K - $47.1K
|
41.4K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92K- 55.55% |
$1.83M - $2.36M
|
73.6K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
220New |
$4.37K - $5.64K
|
220
$5.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-8.29K- 16.55% |
$165K - $212K
|
41.8K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888+ 5.4% |
$17.7K - $22.8K
|
17.3K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.05KNew |
$180K - $232K
|
9.05K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
4.6KNew |
$91.5K - $118K
|
4.6K
$116K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-1.21K- 4.55% |
$24.1K - $31K
|
25.4K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.29K- 0.5% |
$85.2K - $110K
|
849K
$21.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-126- 6.47% |
$2.5K - $3.23K
|
1.82K
$45.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.36K+ 12.8% |
$86.7K - $112K
|
38.4K
$967K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.11KNew |
$161K - $208K
|
8.11K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
655+ 3.66% |
$13K - $16.8K
|
18.6K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.8K- 19.07% |
$75.5K - $97.3K
|
16.1K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.78KNew |
$155K - $199K
|
7.78K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 18.33% |
$219 - $282
|
49
$1.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.42K- 4.75% |
$68K - $87.7K
|
68.5K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.36K- 6.36% |
$46.9K - $60.5K
|
34.7K
$874K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.12K- 6.37% |
$181K - $234K
|
134K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
215+ 49.31% |
$4.27K - $5.51K
|
651
$16.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.25K+ 37.16% |
$164K - $212K
|
30.5K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
975+ 9.4% |
$19.4K - $25K
|
11.3K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.53K- 39.9% |
$170K - $219K
|
12.8K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
66.7K+ 15.47% |
$1.33M - $1.71M
|
498K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.92K+ 128.45% |
$58K - $74.8K
|
5.19K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$795 - $1.03K
|
40
$1.01K
|