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 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
162+ 5.41% |
$13.1K - $15.4K
|
3.16K
$64.2K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
157+ 0.93% |
$12.7K - $14.9K
|
17.1K
$347K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152+ 15.9% |
$12.3K - $14.5K
|
1.11K
$22.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
150+ 3.39% |
$12.2K - $14.3K
|
4.57K
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
149+ 3.36% |
$12.1K - $14.2K
|
4.59K
$93.2K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
142+ 2.24% |
$11.5K - $13.5K
|
6.47K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
140New |
$11.3K - $13.3K
|
140
$2.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
136+ 3.36% |
$11K - $12.9K
|
4.19K
$85.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
133+ 8.83% |
$10.8K - $12.6K
|
1.64K
$33.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
132+ 2.33% |
$10.7K - $12.6K
|
5.81K
$118K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
129+ 4.06% |
$10.5K - $12.3K
|
3.31K
$67.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
122+ 16.78% |
$9.89K - $11.6K
|
849
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
121+ 3.91% |
$9.81K - $11.5K
|
3.22K
$65.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
121+ 0.28% |
$9.81K - $11.5K
|
43.3K
$879K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
120+ 0.04% |
$9.73K - $11.4K
|
299K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
120+ 10.11% |
$9.73K - $11.4K
|
1.31K
$26.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
115+ 1.92% |
$9.32K - $10.9K
|
6.09K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
114+ 16.59% |
$9.24K - $10.8K
|
801
$16.3K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
110New |
$8.92K - $10.5K
|
110
$2.24K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
108+ 0.13% |
$8.75K - $10.3K
|
80.3K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
106+ 0.01% |
$8.59K - $10.1K
|
885K
$18M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 318.75% |
$8.27K - $9.7K
|
134
$2.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
98+ 0.49% |
$7.94K - $9.32K
|
20.1K
$409K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93+ 12.57% |
$7.54K - $8.84K
|
833
$16.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
89+ 123.61% |
$7.21K - $8.46K
|
161
$3.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84+ 50.6% |
$6.81K - $7.99K
|
250
$5.08K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
82+ 0.42% |
$6.65K - $7.8K
|
19.4K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
78+ 2.09% |
$6.32K - $7.42K
|
3.81K
$77.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
76+ 4.21% |
$6.16K - $7.23K
|
1.88K
$38.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
70+ 1.15% |
$5.67K - $6.66K
|
6.13K
$125K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
70+ 1.15% |
$5.67K - $6.66K
|
6.13K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
57+ 1.28% |
$4.62K - $5.42K
|
4.51K
$91.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
55New |
$4.46K - $5.23K
|
55
$1.12K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 2.05% |
$4.38K - $5.14K
|
2.69K
$54.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
54+ 0.43% |
$4.38K - $5.14K
|
12.6K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52+ 0.34% |
$4.21K - $4.95K
|
15.5K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
52+ 0.45% |
$4.21K - $4.95K
|
11.7K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.9% |
$4.13K - $4.85K
|
5.69K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
50+ 0.5% |
$4.05K - $4.76K
|
10K
$204K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$4.05K - $4.76K
|
3.98K
$80.9K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
46+ 0.24% |
$3.73K - $4.37K
|
19.1K
$389K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
46+ 0.24% |
$3.73K - $4.37K
|
19.1K
$389K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43+ 47.78% |
$3.49K - $4.09K
|
133
$2.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
40+ 0.88% |
$3.24K - $3.8K
|
4.58K
$93.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
38+ 0.0% |
$3.08K - $3.61K
|
813K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 21.69% |
$2.92K - $3.42K
|
202
$4.11K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 0.2% |
$2.92K - $3.42K
|
18.4K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
35+ 1.19% |
$2.84K - $3.33K
|
2.97K
$60.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
34+ 1.37% |
$2.76K - $3.23K
|
2.51K
$51K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
34New |
$2.76K - $3.23K
|
34
$691
|