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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.5KNew |
$192K - $235K
|
2.5K
$62K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
21+ 22.34% |
$1.61K - $1.97K
|
115
$2.85K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.34KNew |
$256K - $313K
|
3.34K
$82.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-436- 7.28% |
$33.4K - $40.9K
|
5.55K
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$56.9K - $69.6K
|
742
$18.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
96New |
$7.36K - $9K
|
96
$2.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$3.83K - $4.69K
|
50
$1.24K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18New |
$1.38K - $1.69K
|
18
$446
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-8.21K- 17.25% |
$630K - $770K
|
39.4K
$976K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.41KNew |
$185K - $226K
|
2.41K
$59.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180New |
$13.8K - $16.9K
|
180
$4.46K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.88KNew |
$374K - $458K
|
4.88K
$121K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8+ 0.28% |
$613 - $750
|
2.85K
$70.7K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
769New |
$48.8K - $64.5K
|
769
$19.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9New |
$571 - $755
|
9
$223
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$15.9K - $21K
|
250
$6.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
42New |
$2.67K - $3.53K
|
42
$1.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
25New |
$1.59K - $2.1K
|
25
$620
|
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
333New |
$21.1K - $28K
|
333
$8.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-9- 12.33% |
$571 - $755
|
64
$1.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$1.86M - $2.46M
|
29.3K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
415KNew |
$26.3M - $34.8M
|
415K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37New |
$2.35K - $3.11K
|
37
$917
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
301New |
$19.1K - $25.3K
|
301
$7.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.52K+ 13.3% |
$287K - $380K
|
38.5K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
568New |
$36K - $47.7K
|
568
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.41K- 13.64% |
$280K - $370K
|
27.9K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
387+ 10.23% |
$24.6K - $32.5K
|
4.17K
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-925- 22.62% |
$58.7K - $77.6K
|
3.17K
$78.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.15KNew |
$73K - $96.6K
|
1.15K
$28.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
4+ 33.33% |
$254 - $336
|
16
$396
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.8K+ 57.83% |
$1.39M - $1.83M
|
59.6K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9.17K- 74.98% |
$582K - $770K
|
3.06K
$75.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
57+ 0.56% |
$3.62K - $4.78K
|
10.2K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-372- 89.21% |
$23.6K - $31.2K
|
45
$1.12K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
90New |
$5.71K - $7.55K
|
90
$2.23K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-973- 28.8% |
$61.7K - $81.7K
|
2.41K
$59.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-2.19K- 38.76% |
$139K - $184K
|
3.46K
$85.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
119New |
$7.55K - $9.99K
|
119
$2.95K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.03KNew |
$192K - $254K
|
3.03K
$75K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
20New |
$1.27K - $1.68K
|
20
$496
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
220New |
$14K - $18.5K
|
220
$5.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
608New |
$38.6K - $51K
|
608
$15.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
79New |
$5.01K - $6.63K
|
79
$1.96K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
18New |
$1.14K - $1.51K
|
18
$446
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
105New |
$6.66K - $8.81K
|
105
$2.6K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-75Closed |
$4.8K - $6.58K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8Closed |
$512 - $702
|
0
$0
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.92K+ 40.64% |
$251K - $344K
|
13.6K
$336K
|
|