Purchases and Sales Made in Q2 2023 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
403+ 6.19% |
$35.5K - $40.4K
|
6.91K
$140K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
401New |
$35.4K - $40.2K
|
401
$8.15K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
361+ 2.01% |
$31.8K - $36.2K
|
18.3K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
351+ 12.39% |
$30.9K - $35.2K
|
3.18K
$64.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
343+ 4.39% |
$30.2K - $34.4K
|
8.15K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
336+ 7.16% |
$29.6K - $33.7K
|
5.03K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
290New |
$25.6K - $29.1K
|
290
$5.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 3.83% |
$24.9K - $28.3K
|
7.64K
$155K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
282New |
$24.9K - $28.3K
|
282
$5.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
281+ 1.37% |
$24.8K - $28.2K
|
20.8K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
270+ 12.23% |
$23.8K - $27.1K
|
2.48K
$50.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
254+ 2.22% |
$22.4K - $25.4K
|
11.7K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
250+ 10.46% |
$22K - $25K
|
2.64K
$53.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
249+ 3.09% |
$22K - $24.9K
|
8.31K
$169K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
241+ 0.33% |
$21.2K - $24.1K
|
73.8K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
239+ 2.88% |
$21.1K - $23.9K
|
8.53K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
230New |
$20.3K - $23K
|
230
$4.68K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
227+ 782.76% |
$20K - $22.7K
|
256
$5.2K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
225+ 0.5% |
$19.8K - $22.5K
|
44.9K
$913K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
224+ 3.68% |
$19.8K - $22.4K
|
6.31K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
222+ 2.95% |
$19.6K - $22.2K
|
7.75K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 47.11% |
$19.4K - $22K
|
687
$14K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
216+ 4.25% |
$19K - $21.6K
|
5.3K
$108K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
204New |
$18K - $20.4K
|
204
$4.15K
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
188+ 0.12% |
$16.6K - $18.8K
|
161K
$3.28M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
172+ 6.09% |
$15.2K - $17.2K
|
3K
$60.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
166New |
$14.6K - $16.6K
|
166
$3.37K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
159+ 2650.0% |
$14K - $15.9K
|
165
$3.35K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
156+ 0.93% |
$13.8K - $15.6K
|
17K
$345K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
154New |
$13.6K - $15.4K
|
154
$3.13K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
151+ 26.4% |
$13.3K - $15.1K
|
723
$14.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
150+ 3.47% |
$13.2K - $15K
|
4.47K
$90.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
146+ 1.27% |
$12.9K - $14.6K
|
11.6K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136+ 1.72% |
$12K - $13.6K
|
8.04K
$163K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
135+ 2.98% |
$11.9K - $13.5K
|
4.67K
$94.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
132New |
$11.6K - $13.2K
|
132
$2.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
132+ 4.36% |
$11.6K - $13.2K
|
3.16K
$64.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
130+ 1.2% |
$11.5K - $13K
|
10.9K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
130+ 6.27% |
$11.5K - $13K
|
2.2K
$44.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
130New |
$11.5K - $13K
|
130
$2.64K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
129+ 2.27% |
$11.4K - $12.9K
|
5.81K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
129+ 2.27% |
$11.4K - $12.9K
|
5.81K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
128+ 4.36% |
$11.3K - $12.8K
|
3.06K
$62.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
123+ 1.15% |
$10.8K - $12.3K
|
10.8K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
112+ 0.98% |
$9.88K - $11.2K
|
11.5K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
110+ 110.0% |
$9.7K - $11K
|
210
$4.27K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
106+ 153.62% |
$9.35K - $10.6K
|
175
$3.56K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
106+ 2.84% |
$9.35K - $10.6K
|
3.84K
$78K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
104New |
$9.17K - $10.4K
|
104
$2.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
103+ 23.9% |
$9.08K - $10.3K
|
534
$10.9K
|