Purchases and Sales Made in Q3 2023 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.65K+ 5.26% |
$782K - $918K
|
193K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.5K+ 3.03% |
$770K - $903K
|
323K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.24KNew |
$749K - $878K
|
9.24K
$188K
|
|
|
Nov 21, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.91KNew |
$722K - $847K
|
8.91K
$181K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.55K+ 55.47% |
$693K - $813K
|
23.9K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.53KNew |
$691K - $811K
|
8.53K
$173K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.52K+ 7.51% |
$690K - $810K
|
122K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$661K - $775K
|
8.15K
$166K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.42KNew |
$602K - $706K
|
7.42K
$151K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
7.41K+ 17.92% |
$600K - $705K
|
48.7K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.19K+ 16.91% |
$582K - $683K
|
49.7K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
6.58KNew |
$533K - $626K
|
6.58K
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.29KNew |
$510K - $598K
|
6.29K
$128K
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
6.26KNew |
$507K - $595K
|
6.26K
$127K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$496K - $582K
|
6.12K
$124K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.07K+ 0.47% |
$492K - $578K
|
1.29M
$26.2M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
5.95KNew |
$482K - $566K
|
5.95K
$121K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.92K+ 96.67% |
$480K - $563K
|
12K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
5.92K+ 96.67% |
$480K - $563K
|
12K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.66KNew |
$459K - $538K
|
5.66K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.66KNew |
$459K - $538K
|
5.66K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.1K+ 7.2% |
$413K - $485K
|
75.9K
$1.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.91KNew |
$398K - $467K
|
4.91K
$99.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.59KNew |
$372K - $437K
|
4.59K
$93.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.42K+ 4.79% |
$358K - $420K
|
96.7K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 9.4% |
$349K - $409K
|
50.1K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.24K+ 47.74% |
$344K - $404K
|
13.1K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.12K+ 51.54% |
$334K - $392K
|
12.1K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 17.12% |
$333K - $390K
|
28.1K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.04K+ 36.4% |
$328K - $384K
|
15.1K
$308K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.02KNew |
$325K - $382K
|
4.02K
$81.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$317K - $372K
|
3.91K
$79.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.86K+ 4.39% |
$313K - $367K
|
91.8K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.84K+ 43.09% |
$311K - $365K
|
12.7K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.52K+ 0.27% |
$286K - $335K
|
1.29M
$26.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.5K+ 2.2% |
$284K - $333K
|
163K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.46K+ 99.34% |
$280K - $329K
|
6.94K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$276K - $323K
|
3.4K
$69.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.39K+ 60.43% |
$275K - $322K
|
9K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.36KNew |
$272K - $319K
|
3.36K
$68.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.06K+ 6.78% |
$248K - $291K
|
48.2K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 14.68% |
$248K - $291K
|
23.9K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 6.58% |
$240K - $281K
|
47.9K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.9KNew |
$235K - $276K
|
2.9K
$58.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 3.04% |
$233K - $274K
|
97.5K
$1.98M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88K+ 38.5% |
$233K - $274K
|
10.3K
$210K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.83K+ 92.73% |
$229K - $269K
|
5.88K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.75K+ 51.91% |
$223K - $262K
|
8.06K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74K+ 19.7% |
$222K - $261K
|
16.7K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.64K+ 5.75% |
$214K - $251K
|
48.6K
$988K
|