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 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 0.17% |
$341 - $399
|
2.42K
$49.2K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4+ 0.16% |
$341 - $399
|
2.43K
$49.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 3.01% |
$341 - $399
|
137
$2.79K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.18% |
$85.2 - $99.8
|
557
$11.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.04% |
$85.2 - $99.8
|
2.48K
$50.3K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 1.54% |
$170 - $200
|
128
$2.6K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.01% |
$170 - $200
|
19.7K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 9.52% |
$170 - $200
|
19
$386
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-3- 9.09% |
$255 - $299
|
30
$610
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.17% |
$255 - $299
|
1.72K
$34.9K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4- 0.01% |
$341 - $399
|
33.8K
$687K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.5% |
$341 - $399
|
799
$16.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4- 0.04% |
$341 - $399
|
9.55K
$194K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 26.32% |
$426 - $499
|
14
$285
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 6.9% |
$511 - $599
|
81
$1.65K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 16.33% |
$681 - $798
|
41
$834
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.53% |
$766 - $898
|
1.71K
$34.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-10- 0.31% |
$852 - $998
|
3.25K
$66.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 7.3% |
$852 - $998
|
127
$2.58K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.66% |
$1.11K - $1.3K
|
769
$15.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-13- 0.66% |
$1.11K - $1.3K
|
1.97K
$40K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 2.39% |
$1.19K - $1.4K
|
572
$11.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-14- 2.15% |
$1.19K - $1.4K
|
636
$12.9K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 25.42% |
$1.28K - $1.5K
|
44
$895
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 25.81% |
$1.36K - $1.6K
|
46
$935
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-18- 0.58% |
$1.53K - $1.8K
|
3.09K
$62.8K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20- 28.99% |
$1.7K - $2K
|
49
$996
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.91% |
$1.87K - $2.19K
|
2.39K
$48.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-23- 76.67% |
$1.96K - $2.29K
|
7
$142
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.62% |
$1.96K - $2.29K
|
3.7K
$75.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-27- 12.05% |
$2.3K - $2.69K
|
197
$4.01K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-37- 1.3% |
$3.15K - $3.69K
|
2.81K
$57.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-38- 27.54% |
$3.24K - $3.79K
|
100
$2.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-45- 0.96% |
$3.83K - $4.49K
|
4.66K
$94.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 71.43% |
$4.26K - $4.99K
|
20
$407
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-56- 0.49% |
$4.77K - $5.59K
|
11.4K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-58- 5.1% |
$4.94K - $5.79K
|
1.08K
$22K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-66- 1.95% |
$5.62K - $6.58K
|
3.32K
$67.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-76- 0.97% |
$6.47K - $7.58K
|
7.73K
$157K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-78- 1.97% |
$6.64K - $7.78K
|
3.89K
$79.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 0.84% |
$7.41K - $8.68K
|
10.2K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-92- 0.2% |
$7.83K - $9.18K
|
45.4K
$924K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-92- 1.85% |
$7.83K - $9.18K
|
4.87K
$99K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-93- 2.28% |
$7.92K - $9.28K
|
3.99K
$81.2K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 1.68% |
$8.52K - $9.98K
|
5.85K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-102- 1.3% |
$8.69K - $10.2K
|
7.73K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-112- 14.25% |
$9.54K - $11.2K
|
674
$13.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-112- 1.81% |
$9.54K - $11.2K
|
6.08K
$124K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 0.56% |
$9.62K - $11.3K
|
20.1K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.77% |
$10.2K - $12K
|
15.4K
$313K
|