Latest Institutional Transactions on Sonos Inc (SONO)
This table provides information on the latest institutional transactions involving Sonos Inc (SONO) 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 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9New |
$152 - $193
|
9
$126
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$16.9 - $21.5
|
1.89K
$26.4K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-12.1K- 47.33% |
$204K - $260K
|
13.5K
$189K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
47+ 111.9% |
$792 - $1.01K
|
89
$1.25K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
11+ 21.15% |
$185 - $236
|
63
$882
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85KNew |
$31.1K - $39.6K
|
1.85K
$25.8K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25New |
$421 - $536
|
25
$350
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-160- 51.61% |
$2.7K - $3.43K
|
150
$2.1K
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
11.3K+ 3.04% |
$191K - $243K
|
385K
$5.39M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
75New |
$1.26K - $1.61K
|
75
$1.05K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.62K- 59.1% |
$27.3K - $34.8K
|
1.12K
$15.7K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
170+ 253.73% |
$2.86K - $3.65K
|
237
$3.32K
|
|
Q4 2022 | |||||||
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 66.67% |
$27.9 - $36.4
|
5
$70
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-677- 94.82% |
$9.45K - $12.3K
|
37
$518
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 30.84% |
$22K - $28.7K
|
3.53K
$49.4K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$237 - $309
|
17
$238
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-62.8K- 63.04% |
$877K - $1.14M
|
36.8K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10- 0.08% |
$140 - $182
|
12.1K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-132K- 89.76% |
$1.84M - $2.39M
|
15K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.47MNew |
$20.5M - $26.8M
|
1.47M
$20.6M
|
|
Feb 14, 2023
Q4 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
110KNew |
$1.54M - $2M
|
110K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 13.79% |
$447 - $582
|
200
$2.8K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
13.7KNew |
$191K - $248K
|
13.7K
$191K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$1.05K - $1.37K
|
75
$1.05K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.88KNew |
$54.2K - $70.7K
|
3.88K
$54.4K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
500+ 100.0% |
$6.98K - $9.1K
|
1K
$14K
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
78KNew |
$1.09M - $1.42M
|
78K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
117KNew |
$1.63M - $2.13M
|
117K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
31New |
$433 - $564
|
31
$434
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
13.7KNew |
$191K - $249K
|
13.7K
$192K
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 8.33% |
$14K - $18.2K
|
11K
$154K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
206New |
$2.88K - $3.75K
|
206
$2.88K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$1.4K - $1.82K
|
100
$1.4K
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-249- 0.77% |
$3.48K - $4.53K
|
32.2K
$451K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
427K+ 1066.75% |
$5.96M - $7.77M
|
467K
$6.53M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 100.0% |
$489 - $637
|
70
$980
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 10.11% |
$530 - $692
|
414
$5.8K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-46- 55.42% |
$642 - $837
|
37
$518
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
884+ 8.81% |
$12.3K - $16.1K
|
10.9K
$153K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$2.79K - $3.64K
|
200
$2.8K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 83.97% |
$14.6K - $19.1K
|
200
$2.8K
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.06KNew |
$70.6K - $92.1K
|
5.06K
$70.8K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 66.67% |
$1.4K - $1.82K
|
50
$700
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 11.76% |
$140 - $182
|
95
$1.33K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
10KNew |
$140K - $183K
|
10K
$141K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 7.03% |
$16.1K - $21K
|
15.2K
$213K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-80- 80.0% |
$1.12K - $1.46K
|
20
$280
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-40- 66.67% |
$558 - $728
|
20
$280
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.35K- 10.61% |
$18.8K - $24.5K
|
11.3K
$159K
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.63K- 12.92% |
$22.7K - $29.6K
|
11K
$153K
|