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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
63New |
$1.25K - $1.62K
|
63
$1.59K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
58+ 1.98% |
$1.15K - $1.49K
|
2.99K
$75.3K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
55New |
$1.09K - $1.41K
|
55
$1.38K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 50.0% |
$994 - $1.28K
|
150
$3.78K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
49+ 0.16% |
$974 - $1.26K
|
30K
$756K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$795 - $1.03K
|
40
$1.01K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40New |
$795 - $1.03K
|
40
$1.01K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 9.62% |
$755 - $974
|
433
$10.9K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36New |
$716 - $923
|
36
$906
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$696 - $897
|
35
$881
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 0.26% |
$517 - $667
|
10.1K
$253K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
23+ 0.18% |
$457 - $590
|
13.1K
$329K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13+ 0.04% |
$258 - $333
|
35.8K
$900K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$199 - $256
|
10
$252
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$199 - $256
|
10
$252
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
9+ 0.03% |
$179 - $231
|
29.1K
$732K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5+ 100.0% |
$99.4 - $128
|
10
$252
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$59.6 - $76.9
|
10.8K
$271K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.38% |
$59.6 - $76.9
|
798
$20.1K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.49% |
$19.9 - $25.6
|
206
$5.19K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 50.0% |
$99.4 - $128
|
5
$126
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 0.44% |
$159 - $205
|
1.82K
$45.9K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 2.47% |
$219 - $282
|
435
$10.9K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 18.33% |
$219 - $282
|
49
$1.23K
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-16- -0.0% |
$318 - $410
|
523K
$13.2M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 18.18% |
$398 - $513
|
90
$2.27K
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.16% |
$497 - $641
|
15.6K
$393K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.17% |
$577 - $744
|
17K
$428K
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-31- 0.3% |
$616 - $795
|
10.4K
$261K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-31- 16.67% |
$616 - $795
|
155
$3.9K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-32- 80.0% |
$636 - $820
|
8
$201
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.15% |
$676 - $872
|
2.92K
$73.5K
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-35- 0.08% |
$696 - $897
|
45.5K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-41- 2.35% |
$815 - $1.05K
|
1.7K
$42.9K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-42- 7.75% |
$835 - $1.08K
|
500
$12.6K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-43- 0.1% |
$855 - $1.1K
|
42.1K
$1.06M
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-56- 0.47% |
$1.11K - $1.44K
|
11.9K
$299K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-59- 20.77% |
$1.17K - $1.51K
|
225
$5.66K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-63- 0.89% |
$1.25K - $1.62K
|
7K
$176K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75- 0.22% |
$1.49K - $1.92K
|
34.4K
$866K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-77- 0.11% |
$1.53K - $1.97K
|
68.7K
$1.73M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-79- 4.01% |
$1.57K - $2.03K
|
1.89K
$47.6K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-104- 0.15% |
$2.07K - $2.67K
|
71.6K
$1.8M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-120- 4.64% |
$2.39K - $3.08K
|
2.47K
$62K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-124- 0.99% |
$2.47K - $3.18K
|
12.4K
$313K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-126- 6.47% |
$2.5K - $3.23K
|
1.82K
$45.8K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-127- 11.88% |
$2.52K - $3.26K
|
942
$23.7K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-148- 1.03% |
$2.94K - $3.79K
|
14.2K
$357K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-160- 0.37% |
$3.18K - $4.1K
|
43K
$1.08M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 3.33% |
$3.18K - $4.1K
|
4.64K
$117K
|