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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.77K+ 17.2% |
$58.9K - $74.5K
|
18.9K
$475K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 11.12% |
$236K - $298K
|
111K
$2.79M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9.62KNew |
$204K - $258K
|
9.62K
$242K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
233+ 2.17% |
$4.95K - $6.26K
|
11K
$277K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.51K+ 16.24% |
$32.2K - $40.7K
|
10.8K
$273K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.17K+ 23.38% |
$88.6K - $112K
|
22K
$554K
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.62K+ 10.04% |
$34.4K - $43.6K
|
17.8K
$447K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18K+ 6.05% |
$67.6K - $85.6K
|
55.8K
$1.4M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.47KNew |
$180K - $228K
|
8.47K
$213K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-94- 2.37% |
$2K - $2.53K
|
3.87K
$97.4K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.5K+ 36.89% |
$74.3K - $94.1K
|
13K
$327K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154- 3.95% |
$3.27K - $4.14K
|
3.74K
$94.1K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.01% |
$21.2 - $26.9
|
10.4K
$261K
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.78KNew |
$165K - $209K
|
7.78K
$196K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$21.2 - $26.9
|
262
$6.59K
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
33.6K+ 49.37% |
$714K - $903K
|
102K
$2.56M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-88- 0.47% |
$1.87K - $2.37K
|
18.8K
$472K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.17K- 4.28% |
$24.8K - $31.4K
|
26.1K
$658K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
1.47K+ 8.31% |
$31.3K - $39.6K
|
19.2K
$483K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-638- 1.89% |
$13.6K - $17.1K
|
33.2K
$835K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-120- 0.6% |
$2.55K - $3.23K
|
19.9K
$502K
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-406- 0.52% |
$8.62K - $10.9K
|
77.6K
$1.95M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.84K+ 4.28% |
$39.1K - $49.5K
|
44.8K
$1.13M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.5K- 1.46% |
$31.9K - $40.3K
|
101K
$2.54M
|
|
Q1 2025 | |||||||
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$9.94K - $12.8K
|
500
$12.6K
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
864+ 0.94% |
$17.2K - $22.2K
|
93.2K
$2.34M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 1773.59% |
$670K - $864K
|
35.6K
$896K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
185New |
$3.68K - $4.74K
|
185
$4.66K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-20K- 51.68% |
$397K - $512K
|
18.7K
$470K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.85K- 23.58% |
$56.7K - $73.1K
|
9.24K
$233K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
52.2KNew |
$1.04M - $1.34M
|
52.2K
$1.31M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
65+ 0.45% |
$1.29K - $1.67K
|
14.4K
$363K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33.5KNew |
$666K - $859K
|
33.5K
$843K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
55.4K+ 662.85% |
$1.1M - $1.42M
|
63.7K
$1.6M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
167+ 0.42% |
$3.32K - $4.28K
|
39.5K
$995K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 15.0% |
$1.49K - $1.92K
|
575
$14.5K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
335New |
$6.66K - $8.59K
|
335
$8.43K
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13.8KNew |
$274K - $353K
|
13.8K
$347K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 24.37% |
$47.1K - $60.8K
|
12.1K
$304K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.6K- 10.52% |
$251K - $323K
|
107K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-205- 64.06% |
$4.08K - $5.26K
|
115
$2.89K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.9K- 89.64% |
$673K - $868K
|
3.91K
$98.5K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-915- 7.34% |
$18.2K - $23.5K
|
11.5K
$291K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
3.88K+ 1.59% |
$77.1K - $99.4K
|
248K
$6.24M
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.54M- 4.81% |
$50.5M - $65.1M
|
50.2M
$1.26B
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1M- 67.08% |
$19.9M - $25.7M
|
492K
$12.4M
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.01K- 1.4% |
$79.6K - $103K
|
283K
$7.11M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
883+ 1.87% |
$17.6K - $22.6K
|
48K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-686- 1.71% |
$13.6K - $17.6K
|
39.3K
$990K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 66.38% |
$281K - $362K
|
35.4K
$892K
|