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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 4.91% |
$311K - $401K
|
303K
$7.62M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.26K- 5.6% |
$84.7K - $109K
|
71.7K
$1.81M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.87K- 38.45% |
$96.7K - $125K
|
7.79K
$196K
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.87K- 2.94% |
$37.1K - $47.8K
|
61.5K
$1.55M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
8.39KNew |
$167K - $215K
|
8.39K
$211K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-843- 4.73% |
$16.8K - $21.6K
|
17K
$427K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-196- 21.61% |
$3.9K - $5.03K
|
711
$17.9K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 1.77% |
$50.7K - $65.4K
|
146K
$3.69M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-318- 1.19% |
$6.32K - $8.15K
|
26.4K
$664K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.7KNew |
$431K - $556K
|
21.7K
$546K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-56K- 14.73% |
$1.11M - $1.44M
|
324K
$8.16M
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
36.8K+ 7.03% |
$731K - $942K
|
559K
$14.1M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 9.64% |
$22.3K - $28.7K
|
10.5K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.11K- 37.49% |
$122K - $157K
|
10.2K
$256K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.44K+ 7.71% |
$28.7K - $37K
|
20.2K
$507K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
49+ 0.16% |
$974 - $1.26K
|
30K
$756K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 5.73% |
$33.2K - $42.8K
|
27.5K
$692K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.6K- 22.49% |
$430K - $554K
|
74.5K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-323- 2.94% |
$6.42K - $8.28K
|
10.7K
$268K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
160+ 188.24% |
$3.18K - $4.1K
|
245
$6.17K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-400- 1.68% |
$7.95K - $10.3K
|
23.3K
$588K
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-132K- 21.12% |
$2.63M - $3.39M
|
493K
$12.4M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-363- 3.82% |
$7.22K - $9.31K
|
9.14K
$230K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401K+ 153.29% |
$7.97M - $10.3M
|
662K
$16.7M
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 4.26% |
$31.9K - $41.2K
|
39.3K
$989K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-181- 0.73% |
$3.6K - $4.64K
|
24.6K
$620K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
8.59KNew |
$171K - $220K
|
8.59K
$216K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.9K+ 6.54% |
$77.5K - $99.9K
|
63.5K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.96KNew |
$58.8K - $75.8K
|
2.96K
$74.4K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$160K - $207K
|
8.07K
$203K
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-708- 0.33% |
$14.1K - $18.2K
|
213K
$5.37M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
392+ 3.11% |
$7.79K - $10.1K
|
13K
$327K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-48.5K- 11.36% |
$964K - $1.24M
|
378K
$9.52M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.75KNew |
$194K - $250K
|
9.75K
$245K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.62KNew |
$71.9K - $92.7K
|
3.62K
$91K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-120- 4.64% |
$2.39K - $3.08K
|
2.47K
$62K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36New |
$716 - $923
|
36
$906
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-32K- 1.96% |
$636K - $820K
|
1.6M
$40.3M
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
604+ 4.42% |
$12K - $15.5K
|
14.3K
$359K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
442+ 9.04% |
$8.79K - $11.3K
|
5.33K
$134K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-800K- 11.2% |
$15.9M - $20.5M
|
6.34M
$160M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.75K+ 16.18% |
$34.7K - $44.7K
|
12.5K
$315K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.8KNew |
$294K - $380K
|
14.8K
$373K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.38K+ 19.47% |
$186K - $241K
|
57.5K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.11K+ 2.96% |
$41.9K - $54.1K
|
73.4K
$1.85M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
115New |
$2.29K - $2.95K
|
115
$2.89K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.06K+ 0.2% |
$21.2K - $27.3K
|
530K
$13.3M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.63K+ 4.53% |
$32.4K - $41.8K
|
37.7K
$948K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.4K- 5.02% |
$307K - $395K
|
292K
$7.34M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.89K+ 4.82% |
$37.5K - $48.4K
|
41K
$1.03M
|