Latest Institutional Transactions on Sweetgreen, Inc. (SG)
This table provides information on the latest institutional transactions involving Sweetgreen, Inc. (SG) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
550New |
$6.73K - $14.1K
|
550
$3.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.4KNew |
$17.1K - $35.8K
|
1.4K
$8.57K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-400- 98.77% |
$4.89K - $10.2K
|
5
$30.6
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
52New |
$636 - $1.33K
|
52
$318
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.1KNew |
$172K - $360K
|
14.1K
$86.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-11.8K- 39.0% |
$145K - $303K
|
18.5K
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
18.6K+ 40.42% |
$227K - $474K
|
64.5K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 7.92% |
$13.8K - $28.8K
|
13.1K
$80.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$1.15K - $2.4K
|
94
$575
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-500- 55.56% |
$10.7K - $17.5K
|
400
$2.45K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-201K- 39.18% |
$4.32M - $7.03M
|
312K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
154K+ 159.98% |
$3.3M - $5.38M
|
250K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
372KNew |
$7.98M - $13M
|
372K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$215 - $349
|
10
$61.2
|
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.1M- 83.2% |
$45M - $73.3M
|
424K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
507KNew |
$10.9M - $17.7M
|
507K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 23.9% |
$37.4K - $60.8K
|
9.03K
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.99MNew |
$42.7M - $69.5M
|
1.99M
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
186New |
$3.99K - $6.5K
|
186
$1.14K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
25.7K+ 24.65% |
$551K - $897K
|
130K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
12K+ 4.24% |
$257K - $419K
|
295K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 8.67% |
$23.2K - $37.8K
|
11.4K
$69.7K
|
|
|
May 15, 2025
Q1 2025
|
Sandler Capital Management
New York, NY |
BUY
|
- |
130KNew |
$2.78M - $4.53M
|
130K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20New |
$429 - $699
|
20
$122
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.59M- 66.41% |
$34.1M - $55.5M
|
803K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
123New |
$2.64K - $4.3K
|
123
$753
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
918KNew |
$19.7M - $32.1M
|
918K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.26KNew |
$27.1K - $44K
|
1.26K
$7.71K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-9.97K- 53.32% |
$214K - $348K
|
8.72K
$53.4K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
8.47KNew |
$182K - $296K
|
8.47K
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170New |
$3.65K - $5.94K
|
170
$1.04K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
105K+ 35100.0% |
$2.26M - $3.68M
|
106K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
146KNew |
$3.14M - $5.11M
|
146K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
850+ 2.79% |
$18.2K - $29.7K
|
31.3K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
38.2K+ 1776.81% |
$821K - $1.34M
|
40.4K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
590New |
$12.7K - $20.6K
|
590
$3.61K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
590New |
$12.7K - $20.6K
|
590
$3.61K
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
37.9KNew |
$815K - $1.33M
|
37.9K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.83M- 81.51% |
$39.2M - $63.8M
|
415K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-639- 15.72% |
$13.7K - $22.3K
|
3.43K
$21K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12New |
$258 - $419
|
12
$73.4
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.5K- 38.64% |
$32.2K - $52.4K
|
2.38K
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5K+ 33.33% |
$107K - $175K
|
20K
$122K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.72K+ 2.35% |
$58.4K - $95.1K
|
118K
$725K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28+ 254.55% |
$601 - $978
|
39
$239
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 59.6% |
$1.27K - $2.06K
|
40
$245
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-585- 4.83% |
$12.6K - $20.4K
|
11.5K
$70.5K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.7K- 55.2% |
$273K - $444K
|
10.3K
$63.2K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.75K- 10.59% |
$37.6K - $61.2K
|
14.8K
$90.5K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
61.8K+ 500.31% |
$1.33M - $2.16M
|
74.1K
$454K
|
|