Purchases and Sales Made in Q1 2023 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q1 2023. The information is specifically focused on institutions that hold shares of Sony Group Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
800+ 24.98% |
$61.3K - $75K
|
4K
$87.3K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
799+ 99.5% |
$61.3K - $74.9K
|
1.6K
$34.9K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
792+ 4.01% |
$60.7K - $74.3K
|
20.6K
$448K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
781+ 5.57% |
$59.9K - $73.3K
|
14.8K
$323K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
746+ 34.1% |
$57.2K - $70K
|
2.93K
$64K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$56.9K - $69.6K
|
742
$16.2K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
739+ 3.06% |
$56.7K - $69.3K
|
24.9K
$542K
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
704+ 19.49% |
$54K - $66K
|
4.32K
$94.2K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
700New |
$53.7K - $65.7K
|
700
$15.3K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
660+ 6.09% |
$50.6K - $61.9K
|
11.5K
$251K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
627+ 4.19% |
$48.1K - $58.8K
|
15.6K
$340K
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
624+ 4.63% |
$47.8K - $58.5K
|
14.1K
$307K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
619New |
$47.5K - $58.1K
|
619
$13.5K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
605+ 4.55% |
$46.4K - $56.7K
|
13.9K
$303K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
603+ 3.59% |
$46.2K - $56.6K
|
17.4K
$379K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
587+ 142.48% |
$45K - $55.1K
|
999
$21.8K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
584+ 16.02% |
$44.8K - $54.8K
|
4.23K
$92.2K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
582New |
$44.6K - $54.6K
|
582
$12.7K
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
559+ 14.07% |
$42.9K - $52.4K
|
4.53K
$98.8K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
538+ 0.6% |
$41.2K - $50.5K
|
89.6K
$1.95M
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
492+ 5.15% |
$37.7K - $46.1K
|
10K
$219K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
488+ 7.32% |
$37.4K - $45.8K
|
7.15K
$156K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
487+ 1.91% |
$37.3K - $45.7K
|
26K
$567K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
468+ 1.51% |
$35.9K - $43.9K
|
31.5K
$686K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
442+ 184.17% |
$33.9K - $41.5K
|
682
$14.9K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
440+ 4.94% |
$33.7K - $41.3K
|
9.36K
$204K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
429+ 17.05% |
$32.9K - $40.2K
|
2.95K
$64.2K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
421+ 3.82% |
$32.3K - $39.5K
|
11.4K
$249K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
405+ 45.51% |
$31K - $38K
|
1.3K
$28.2K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
405+ 28.89% |
$31K - $38K
|
1.81K
$39.4K
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
401+ 12.49% |
$30.7K - $37.6K
|
3.61K
$78.8K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 25.9% |
$29.1K - $35.6K
|
1.85K
$40.3K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
339+ 5.9% |
$26K - $31.8K
|
6.09K
$133K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
325+ 8.56% |
$24.9K - $30.5K
|
4.12K
$89.9K
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
318+ 3.33% |
$24.4K - $29.8K
|
9.87K
$215K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
313+ 31300.0% |
$24K - $29.4K
|
314
$6.85K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
304New |
$23.3K - $28.5K
|
304
$6.63K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
292+ 3.36% |
$22.4K - $27.4K
|
8.99K
$196K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
273+ 4.18% |
$20.9K - $25.6K
|
6.8K
$148K
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
267+ 1.47% |
$20.5K - $25K
|
18.5K
$403K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
260New |
$19.9K - $24.4K
|
260
$5.67K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
257+ 1.67% |
$19.7K - $24.1K
|
15.7K
$342K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$19.2K - $23.5K
|
250
$5.45K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
240+ 5.39% |
$18.4K - $22.5K
|
4.69K
$102K
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
220+ 0.88% |
$16.9K - $20.6K
|
25.1K
$548K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
213New |
$16.3K - $20K
|
213
$4.65K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
207+ 2.72% |
$15.9K - $19.4K
|
7.81K
$170K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
202+ 6.66% |
$15.5K - $18.9K
|
3.24K
$70.6K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
195+ 1.12% |
$14.9K - $18.3K
|
17.6K
$385K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190+ 39.75% |
$14.6K - $17.8K
|
668
$14.6K
|