Purchases and Sales Made in Q4 2022 in Sonos Inc (SONO)
This table provides information about the institutional ownership of Sonos Inc (SONO) during Q4 2022. The information is specifically focused on institutions that hold shares of Sonos Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
500+ 100.0% |
$6.98K - $9.1K
|
1K
$10.5K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
489+ 432.74% |
$6.83K - $8.9K
|
602
$6.3K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
373+ 0.74% |
$5.21K - $6.79K
|
51.1K
$535K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
373+ 0.74% |
$5.21K - $6.79K
|
51.1K
$535K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
362New |
$5.05K - $6.59K
|
362
$3.79K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
311+ 2.1% |
$4.34K - $5.66K
|
15.1K
$158K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216New |
$3.02K - $3.93K
|
216
$2.26K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
215+ 226.32% |
$3K - $3.91K
|
310
$3.25K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
206+ 201.96% |
$2.88K - $3.75K
|
308
$3.22K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
206New |
$2.88K - $3.75K
|
206
$2.16K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$2.79K - $3.64K
|
200
$2.09K
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
175+ 0.13% |
$2.44K - $3.19K
|
139K
$1.45M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174+ 35.37% |
$2.43K - $3.17K
|
666
$6.97K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
150+ 0.84% |
$2.09K - $2.73K
|
18K
$188K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
128+ 0.3% |
$1.79K - $2.33K
|
42.4K
$443K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
112+ 0.06% |
$1.56K - $2.04K
|
181K
$1.9M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$1.4K - $1.82K
|
100
$1.05K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
97+ 11.99% |
$1.35K - $1.77K
|
906
$9.49K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$1.05K - $1.37K
|
75
$785
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
72New |
$1.01K - $1.31K
|
72
$754
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69New |
$963 - $1.26K
|
69
$722
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 453.33% |
$949 - $1.24K
|
83
$869
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 10.11% |
$530 - $692
|
414
$4.33K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 100.0% |
$489 - $637
|
70
$733
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.28% |
$475 - $619
|
12.1K
$126K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
31New |
$433 - $564
|
31
$325
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$265 - $346
|
19
$199
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 75.0% |
$251 - $328
|
42
$440
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$237 - $309
|
17
$178
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 11.76% |
$140 - $182
|
95
$995
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$112 - $146
|
8
$83.8
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 47.06% |
$112 - $146
|
25
$262
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 12.96% |
$97.7 - $127
|
61
$639
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$69.8 - $91
|
5
$52.4
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 66.67% |
$27.9 - $36.4
|
5
$52.4
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$14 - $18.2
|
11
$115
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 5.45% |
$41.9 - $54.6
|
52
$544
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 10.53% |
$140 - $182
|
85
$890
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10- 0.08% |
$140 - $182
|
12.1K
$127K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-20- 3.57% |
$279 - $364
|
540
$5.65K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 13.79% |
$447 - $582
|
200
$2.09K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-37- 0.11% |
$517 - $673
|
34.3K
$359K
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-40- 66.67% |
$558 - $728
|
20
$209
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-46- 55.42% |
$642 - $837
|
37
$387
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-80- 80.0% |
$1.12K - $1.46K
|
20
$209
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-88- 0.12% |
$1.23K - $1.6K
|
72.9K
$763K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 66.67% |
$1.4K - $1.82K
|
50
$524
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-112- 1.04% |
$1.56K - $2.04K
|
10.7K
$112K
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121- 0.09% |
$1.69K - $2.2K
|
128K
$1.34M
|