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 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
189+ 2.04% |
$14.5K - $17.7K
|
9.47K
$192K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
187+ 333.93% |
$14.3K - $17.5K
|
243
$4.94K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180New |
$13.8K - $16.9K
|
180
$3.66K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
175+ 4.19% |
$13.4K - $16.4K
|
4.35K
$88.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
170+ 0.98% |
$13K - $15.9K
|
17.5K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
164+ 3.89% |
$12.6K - $15.4K
|
4.38K
$89.1K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
162+ 3.05% |
$12.4K - $15.2K
|
5.48K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
156+ 0.1% |
$12K - $14.6K
|
157K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
156New |
$12K - $14.6K
|
156
$3.17K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
150+ 3.49% |
$11.5K - $14.1K
|
4.45K
$90.4K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
149+ 3.29% |
$11.4K - $14K
|
4.68K
$95K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
145+ 1.61% |
$11.1K - $13.6K
|
9.15K
$186K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
143+ 1.0% |
$11K - $13.4K
|
14.5K
$294K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
142+ 33.02% |
$10.9K - $13.3K
|
572
$11.6K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
138+ 4.46% |
$10.6K - $12.9K
|
3.23K
$65.7K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
138+ 24.08% |
$10.6K - $12.9K
|
711
$14.5K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
132+ 1.82% |
$10.1K - $12.4K
|
7.4K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
130+ 3.27% |
$9.97K - $12.2K
|
4.11K
$83.5K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
124+ 1.94% |
$9.51K - $11.6K
|
6.51K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
124+ 0.65% |
$9.51K - $11.6K
|
19.2K
$390K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
124+ 1.94% |
$9.51K - $11.6K
|
6.51K
$132K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
122+ 3.41% |
$9.35K - $11.4K
|
3.7K
$75.2K
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
117+ 0.26% |
$8.97K - $11K
|
44.7K
$909K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115+ 1045.45% |
$8.82K - $10.8K
|
126
$2.56K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
112+ 2.55% |
$8.59K - $10.5K
|
4.5K
$91.5K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
110+ 3.98% |
$8.43K - $10.3K
|
2.87K
$58.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
105+ 269.23% |
$8.05K - $9.85K
|
144
$2.93K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
101New |
$7.74K - $9.47K
|
101
$2.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
96New |
$7.36K - $9K
|
96
$1.95K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
94+ 3.12% |
$7.21K - $8.82K
|
3.11K
$63.2K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
90+ 0.43% |
$6.9K - $8.44K
|
21.2K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
80+ 0.96% |
$6.13K - $7.5K
|
8.42K
$171K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
71+ 0.77% |
$5.44K - $6.66K
|
9.27K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
63+ 2.33% |
$4.83K - $5.91K
|
2.77K
$56.3K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
61+ 0.84% |
$4.68K - $5.72K
|
7.36K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57+ 0.64% |
$4.37K - $5.35K
|
8.92K
$181K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.99% |
$4.22K - $5.16K
|
5.64K
$115K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
54+ 17.25% |
$4.14K - $5.07K
|
367
$7.46K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
52+ 3.76% |
$3.99K - $4.88K
|
1.43K
$29.2K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51+ 4.17% |
$3.91K - $4.78K
|
1.27K
$25.9K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.89% |
$3.83K - $4.69K
|
5.67K
$115K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$3.83K - $4.69K
|
50
$1.02K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 7.6% |
$3.76K - $4.6K
|
694
$14.1K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
48+ 0.42% |
$3.68K - $4.5K
|
11.4K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46+ 0.82% |
$3.53K - $4.31K
|
5.64K
$115K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
44+ 0.53% |
$3.37K - $4.13K
|
8.3K
$169K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.21% |
$3.07K - $3.75K
|
3.35K
$68K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
40+ 0.38% |
$3.07K - $3.75K
|
10.7K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
38New |
$2.91K - $3.56K
|
38
$773
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 0.16% |
$2.45K - $3K
|
20.1K
$408K
|