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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
20+ 0.75% |
$1.76K - $2K
|
2.68K
$54.5K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$1.68K - $1.9K
|
19
$386
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 7.41% |
$1.59K - $1.8K
|
261
$5.31K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 7.41% |
$1.59K - $1.8K
|
261
$5.31K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15New |
$1.32K - $1.5K
|
15
$305
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 5.22% |
$1.15K - $1.3K
|
262
$5.33K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$244
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 3.27% |
$1.06K - $1.2K
|
379
$7.71K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
10+ 0.7% |
$882 - $1K
|
1.44K
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10+ 0.32% |
$882 - $1K
|
3.1K
$63K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
10+ 66.67% |
$882 - $1K
|
25
$508
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 0.22% |
$882 - $1K
|
4.51K
$91.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 16.67% |
$882 - $1K
|
70
$1.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.16% |
$794 - $902
|
5.48K
$111K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 4.81% |
$441 - $501
|
109
$2.22K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$441 - $501
|
5
$102
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.92% |
$88.2 - $100
|
53
$1.08K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.04% |
$88.2 - $100
|
2.52K
$51.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.1% |
$88.2 - $100
|
90
$1.83K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2- 0.02% |
$176 - $200
|
8.88K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.62% |
$176 - $200
|
320
$6.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 1.59% |
$176 - $200
|
124
$2.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 4.04% |
$353 - $401
|
95
$1.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4- 0.17% |
$353 - $401
|
2.35K
$47.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 3.92% |
$353 - $401
|
98
$1.99K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 9.23% |
$529 - $601
|
59
$1.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6- 0.19% |
$529 - $601
|
3.11K
$63.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7- 0.04% |
$617 - $701
|
15.6K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 6.87% |
$794 - $902
|
122
$2.48K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-10- 0.32% |
$882 - $1K
|
3.12K
$63.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.37% |
$970 - $1.1K
|
2.93K
$59.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 0.65% |
$970 - $1.1K
|
1.69K
$34.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-22- 2.74% |
$1.94K - $2.2K
|
781
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-22- 0.82% |
$1.94K - $2.2K
|
2.67K
$54.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-23- 1.84% |
$2.03K - $2.3K
|
1.23K
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 13.89% |
$2.2K - $2.5K
|
155
$3.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-28- 0.55% |
$2.47K - $2.81K
|
5.05K
$103K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-29- 0.69% |
$2.56K - $2.91K
|
4.2K
$85.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-30- 1.0% |
$2.65K - $3.01K
|
2.98K
$60.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-35- 2.85% |
$3.09K - $3.51K
|
1.2K
$24.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.61% |
$3.35K - $3.81K
|
6.15K
$125K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-42- 3.42% |
$3.7K - $4.21K
|
1.19K
$24.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-43- 4.3% |
$3.79K - $4.31K
|
956
$19.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-44- 2.84% |
$3.88K - $4.41K
|
1.51K
$30.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-44- 0.82% |
$3.88K - $4.41K
|
5.32K
$108K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-45- 28.85% |
$3.97K - $4.51K
|
111
$2.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-53- 1.06% |
$4.67K - $5.31K
|
4.95K
$101K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-53- 98.15% |
$4.67K - $5.31K
|
1
$20.3
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-54- 0.79% |
$4.76K - $5.41K
|
6.75K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-57- 1.38% |
$5.03K - $5.71K
|
4.07K
$82.6K
|