Purchases and Sales Made in Q1 2024 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
72+ 2.74% |
$6.13K - $7.18K
|
2.7K
$55K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 48.97% |
$6.05K - $7.08K
|
216
$4.39K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
67New |
$5.71K - $6.68K
|
67
$1.36K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
64+ 5.72% |
$5.45K - $6.38K
|
1.18K
$24K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 101.69% |
$5.11K - $5.99K
|
119
$2.42K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
59+ 3.8% |
$5.02K - $5.89K
|
1.61K
$32.8K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
57+ 1.73% |
$4.85K - $5.69K
|
3.36K
$68.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 7.63% |
$4.77K - $5.59K
|
790
$16.1K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
49+ 2.34% |
$4.17K - $4.89K
|
2.15K
$43.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
48+ 0.81% |
$4.09K - $4.79K
|
5.94K
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
48+ 2.85% |
$4.09K - $4.79K
|
1.73K
$35.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47+ 4.79% |
$4K - $4.69K
|
1.03K
$20.9K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$3.75K - $4.39K
|
44
$895
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
43+ 0.86% |
$3.66K - $4.29K
|
5.04K
$102K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 1.77% |
$3.41K - $3.99K
|
2.3K
$46.7K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 30.0% |
$3.32K - $3.89K
|
169
$3.44K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36New |
$3.07K - $3.59K
|
36
$732
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 18.56% |
$3.07K - $3.59K
|
230
$4.68K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34New |
$2.9K - $3.39K
|
34
$691
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33New |
$2.81K - $3.29K
|
33
$671
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 4.62% |
$2.81K - $3.29K
|
747
$15.2K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
32New |
$2.73K - $3.19K
|
32
$651
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
30+ 32.61% |
$2.55K - $2.99K
|
122
$2.48K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 85.29% |
$2.47K - $2.89K
|
63
$1.28K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
28+ 0.06% |
$2.38K - $2.79K
|
49.3K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.82% |
$2.38K - $2.79K
|
3.44K
$69.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
27New |
$2.3K - $2.69K
|
27
$549
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
20+ 0.1% |
$1.7K - $2K
|
19.4K
$394K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.17% |
$1.7K - $2K
|
12.1K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20+ 0.73% |
$1.7K - $2K
|
2.77K
$56.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 55.88% |
$1.62K - $1.9K
|
53
$1.08K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16+ 16.67% |
$1.36K - $1.6K
|
112
$2.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
16+ 1.19% |
$1.36K - $1.6K
|
1.36K
$27.6K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$1.19K - $1.4K
|
14
$285
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13New |
$1.11K - $1.3K
|
13
$264
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.21% |
$1.11K - $1.3K
|
6.19K
$126K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$1.11K - $1.3K
|
13
$264
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.71% |
$1.11K - $1.3K
|
774
$15.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12+ 0.07% |
$1.02K - $1.2K
|
16.6K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12+ 0.47% |
$1.02K - $1.2K
|
2.59K
$52.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 2.91% |
$937 - $1.1K
|
389
$7.91K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.23% |
$852 - $998
|
4.34K
$88.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
$852 - $998
|
10
$203
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
10New |
$852 - $998
|
10
$203
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.12% |
$852 - $998
|
8.25K
$168K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 2.17% |
$681 - $798
|
376
$7.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 3.43% |
$596 - $698
|
211
$4.29K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 27.27% |
$511 - $599
|
28
$569
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.07% |
$426 - $499
|
7.23K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 17.24% |
$426 - $499
|
34
$691
|