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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
683+ 22.45% |
$55.4K - $65K
|
3.73K
$75.7K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
662+ 1.89% |
$53.7K - $63K
|
35.7K
$726K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
621New |
$50.3K - $59.1K
|
621
$12.6K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
615+ 12.55% |
$49.8K - $58.5K
|
5.51K
$112K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
600+ 13.92% |
$48.6K - $57.1K
|
4.91K
$99.8K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
591+ 0.81% |
$47.9K - $56.2K
|
73.2K
$1.49M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
554+ 1.94% |
$44.9K - $52.7K
|
29.2K
$593K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
551+ 15.13% |
$44.7K - $52.4K
|
4.19K
$85.2K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
540+ 37.4% |
$43.8K - $51.4K
|
1.98K
$40.3K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
537+ 6.44% |
$43.5K - $51.1K
|
8.87K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
531+ 0.87% |
$43K - $50.5K
|
61.9K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
520+ 3.33% |
$42.1K - $49.5K
|
16.1K
$328K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
505+ 6.28% |
$40.9K - $48K
|
8.54K
$174K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
487+ 45.68% |
$39.5K - $46.3K
|
1.55K
$31.6K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
480+ 2.63% |
$38.9K - $45.6K
|
18.7K
$381K
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
469+ 0.62% |
$38K - $44.6K
|
75.8K
$1.54M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
449+ 4.47% |
$36.4K - $42.7K
|
10.5K
$213K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
448+ 10.68% |
$36.3K - $42.6K
|
4.64K
$94.4K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
436+ 0.73% |
$35.3K - $41.5K
|
60.4K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
431+ 7.54% |
$34.9K - $41K
|
6.15K
$125K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
426+ 4.57% |
$34.5K - $40.5K
|
9.74K
$198K
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
422+ 1.74% |
$34.2K - $40.1K
|
24.7K
$502K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
414+ 0.73% |
$33.6K - $39.4K
|
57.2K
$1.16M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
412+ 6.57% |
$33.4K - $39.2K
|
6.68K
$136K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
354+ 1.53% |
$28.7K - $33.7K
|
23.4K
$477K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338+ 35.65% |
$27.4K - $32.1K
|
1.29K
$26.1K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
334+ 3.07% |
$27.1K - $31.8K
|
11.2K
$228K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
318+ 2.85% |
$25.8K - $30.2K
|
11.5K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
298+ 12.71% |
$24.2K - $28.3K
|
2.64K
$53.7K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
286+ 8.81% |
$23.2K - $27.2K
|
3.53K
$71.8K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
267+ 6.57% |
$21.6K - $25.4K
|
4.33K
$88.1K
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
265+ 0.47% |
$21.5K - $25.2K
|
56.1K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
261+ 8.97% |
$21.2K - $24.8K
|
3.17K
$64.4K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
260+ 1.58% |
$21.1K - $24.7K
|
16.7K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
260+ 8.23% |
$21.1K - $24.7K
|
3.42K
$69.5K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
259+ 3.44% |
$21K - $24.6K
|
7.79K
$158K
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
257+ 5.56% |
$20.8K - $24.4K
|
4.88K
$99.2K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
246+ 9.0% |
$19.9K - $23.4K
|
2.98K
$60.6K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
242+ 0.29% |
$19.6K - $23K
|
84.5K
$1.72M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
223+ 3.29% |
$18.1K - $21.2K
|
7K
$142K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
222+ 7.45% |
$18K - $21.1K
|
3.2K
$65.1K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
220+ 1.37% |
$17.8K - $20.9K
|
16.3K
$330K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
216+ 4.29% |
$17.5K - $20.5K
|
5.25K
$107K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
215+ 1131.58% |
$17.4K - $20.4K
|
234
$4.76K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
206+ 2.79% |
$16.7K - $19.6K
|
7.58K
$154K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
202+ 6.07% |
$16.4K - $19.2K
|
3.53K
$71.8K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200+ 4.48% |
$16.2K - $19K
|
4.67K
$94.9K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
196+ 2.84% |
$15.9K - $18.6K
|
7.11K
$144K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
175+ 7.33% |
$14.2K - $16.6K
|
2.56K
$52.1K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 5.15% |
$13.6K - $16K
|
3.43K
$69.8K
|