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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
88+ 2.42% |
$7.18K - $8.68K
|
3.72K
$75.7K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 4.08% |
$320K - $387K
|
100K
$2.04M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 2.18% |
$177K - $214K
|
102K
$2.07M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.5K+ 148.0% |
$612K - $740K
|
12.6K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.35K- 6.03% |
$110K - $134K
|
21.1K
$430K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.64KNew |
$215K - $260K
|
2.64K
$53.7K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.53K+ 4.8% |
$125K - $151K
|
33.5K
$681K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-34- 0.2% |
$2.77K - $3.35K
|
17K
$346K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
26KNew |
$2.13M - $2.57M
|
26K
$530K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-42- 0.66% |
$3.43K - $4.14K
|
6.34K
$129K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.03% |
$5.79K - $7K
|
3.42K
$69.6K
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.48K+ 2.62% |
$447K - $540K
|
214K
$4.36M
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.29K- 4.35% |
$105K - $127K
|
28.3K
$576K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.96K- 9.34% |
$160K - $193K
|
19K
$387K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
440New |
$35.9K - $43.4K
|
440
$8.95K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-641- 3.59% |
$52.3K - $63.2K
|
17.2K
$350K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
736+ 1.8% |
$60.1K - $72.6K
|
41.7K
$848K
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-188- 0.66% |
$15.3K - $18.5K
|
28.2K
$574K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
126+ 4.85% |
$10.3K - $12.4K
|
2.72K
$55.4K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
142+ 5.38% |
$11.6K - $14K
|
2.78K
$56.6K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
550+ 1.29% |
$44.9K - $54.3K
|
43.2K
$879K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13- 0.07% |
$1.06K - $1.28K
|
18.1K
$369K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.4% |
$1.06K - $1.28K
|
3.27K
$66.6K
|
|
Oct 29, 2024
Q3 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-6.64K- 2.02% |
$542K - $655K
|
322K
$6.56M
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
188+ 400.0% |
$15.3K - $18.5K
|
235
$4.78K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 5.83% |
$123K - $148K
|
27.3K
$555K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-48- 0.85% |
$3.92K - $4.74K
|
5.58K
$113K
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-6.82K- 6.12% |
$556K - $672K
|
105K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.57K+ 11.46% |
$618K - $747K
|
73.7K
$1.5M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-378- 1.57% |
$30.8K - $37.3K
|
23.8K
$484K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
78+ 5.0% |
$6.37K - $7.69K
|
1.64K
$33.3K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 9.8% |
$928K - $1.12M
|
127K
$2.59M
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
16.1K+ 10.93% |
$1.31M - $1.59M
|
163K
$3.32M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.43KNew |
$524K - $634K
|
6.43K
$131K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
879+ 19.59% |
$71.7K - $86.7K
|
5.37K
$109K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 94.12% |
$2.61K - $3.16K
|
2
$40.7
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-130- 4.1% |
$10.6K - $12.8K
|
3.04K
$61.8K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.37K- 7.98% |
$765K - $924K
|
108K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 15.13% |
$155K - $187K
|
14.5K
$294K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
110New |
$8.98K - $10.9K
|
110
$2.24K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 8.18% |
$25.1K - $30.4K
|
4.07K
$82.8K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2- 1.71% |
$163 - $197
|
115
$2.34K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
161+ 4.96% |
$13.1K - $15.9K
|
3.41K
$69.4K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-5- 0.02% |
$408 - $493
|
26.4K
$538K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
74+ 1.9% |
$6.04K - $7.3K
|
3.97K
$80.7K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
42.2K+ 511.42% |
$3.44M - $4.16M
|
50.4K
$1.03M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-15.9K- 24.22% |
$1.29M - $1.56M
|
49.6K
$1.01M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$2.45K - $2.96K
|
30
$611
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
139+ 31.88% |
$11.3K - $13.7K
|
575
$11.7K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$2.04K - $2.47K
|
25
$509
|