Purchases and Sales Made in Q1 2025 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q1 2025. 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 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11.5K+ 8.42% |
$229K - $296K
|
149K
$3.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
11.4K+ 418.76% |
$227K - $293K
|
14.2K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 6.01% |
$227K - $292K
|
201K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$225K - $290K
|
11.3K
$285K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11K+ 96.36% |
$218K - $281K
|
22.4K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11KNew |
$218K - $281K
|
11K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
10.8K+ 32.98% |
$214K - $276K
|
43.4K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 14.38% |
$203K - $261K
|
81.1K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.2K+ 45.19% |
$202K - $261K
|
32.6K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.1KNew |
$201K - $260K
|
10.1K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
10KNew |
$200K - $258K
|
10K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9.87KNew |
$196K - $253K
|
9.87K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.75KNew |
$194K - $250K
|
9.75K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.64KNew |
$192K - $247K
|
9.64K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.53KNew |
$189K - $244K
|
9.53K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.47KNew |
$188K - $243K
|
9.47K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.44K+ 33.15% |
$188K - $242K
|
37.9K
$955K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.38K+ 19.47% |
$186K - $241K
|
57.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.38KNew |
$186K - $240K
|
9.38K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
9.32KNew |
$185K - $239K
|
9.32K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.22KNew |
$183K - $236K
|
9.22K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.11KNew |
$181K - $233K
|
9.11K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.05KNew |
$180K - $232K
|
9.05K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.99K+ 81.15% |
$179K - $230K
|
20.1K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.93KNew |
$177K - $229K
|
8.93K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8.76KNew |
$174K - $225K
|
8.76K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
8.59KNew |
$171K - $220K
|
8.59K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.56KNew |
$170K - $219K
|
8.56K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.45KNew |
$168K - $217K
|
8.45K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
8.43K+ 1.32% |
$168K - $216K
|
648K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
8.39KNew |
$167K - $215K
|
8.39K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
8.35KNew |
$166K - $214K
|
8.35K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.3KNew |
$165K - $213K
|
8.3K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.27K+ 78.27% |
$164K - $212K
|
18.8K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.25K+ 37.16% |
$164K - $212K
|
30.5K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.24KNew |
$164K - $211K
|
8.24K
$207K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.11KNew |
$161K - $208K
|
8.11K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.08KNew |
$161K - $207K
|
8.08K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$160K - $207K
|
8.07K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
8.05K+ 783.07% |
$160K - $206K
|
9.08K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.02K+ 5.94% |
$159K - $206K
|
143K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
8KNew |
$159K - $205K
|
8K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.84K+ 13.7% |
$156K - $201K
|
65.1K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.78KNew |
$155K - $199K
|
7.78K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.6K+ 4.82% |
$151K - $195K
|
165K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.57K+ 30.81% |
$150K - $194K
|
32.1K
$809K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
7.5K+ 7.71% |
$149K - $192K
|
105K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.15K+ 34.76% |
$142K - $183K
|
27.7K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.33K+ 66.81% |
$126K - $162K
|
15.8K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.3K+ 0.36% |
$125K - $161K
|
1.75M
$44.1M
|