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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.55% |
$2.67K - $3.14K
|
6.05K
$132K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
32+ 6.4% |
$2.59K - $3.04K
|
532
$11.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
30+ 0.01% |
$2.43K - $2.85K
|
256K
$5.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$2.19K - $2.57K
|
27
$589
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
27New |
$2.19K - $2.57K
|
27
$589
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27+ 135.0% |
$2.19K - $2.57K
|
47
$1.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
24New |
$1.95K - $2.28K
|
24
$523
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
24+ 0.77% |
$1.95K - $2.28K
|
3.15K
$68.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21New |
$1.7K - $2K
|
21
$458
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.3% |
$1.62K - $1.9K
|
6.68K
$146K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19New |
$1.54K - $1.81K
|
19
$414
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
19New |
$1.54K - $1.81K
|
19
$414
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 11.81% |
$1.38K - $1.62K
|
161
$3.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
17+ 0.05% |
$1.38K - $1.62K
|
34.3K
$747K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$1.38K - $1.62K
|
2.61K
$57K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.08% |
$1.3K - $1.52K
|
19.2K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
16+ 0.64% |
$1.3K - $1.52K
|
2.52K
$54.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
16+ 0.44% |
$1.3K - $1.52K
|
3.67K
$80K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
16+ 0.19% |
$1.3K - $1.52K
|
8.53K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
13+ 0.14% |
$1.05K - $1.24K
|
9.15K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 2.25% |
$973 - $1.14K
|
546
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.14% |
$811 - $951
|
6.96K
$152K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$811 - $951
|
10
$218
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$648 - $761
|
8
$174
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8+ 2.84% |
$648 - $761
|
290
$6.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$567 - $666
|
7
$153
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.19% |
$486 - $571
|
3.14K
$68.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 0.38% |
$243 - $285
|
784
$17.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.99% |
$162 - $190
|
205
$4.47K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$162 - $190
|
6.17K
$135K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.89% |
$81.1 - $95.1
|
52
$1.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.31% |
$81.1 - $95.1
|
319
$6.96K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.81% |
$81.1 - $95.1
|
123
$2.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$162 - $190
|
7.64K
$167K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2- 0.08% |
$162 - $190
|
2.59K
$56.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 0.03% |
$162 - $190
|
6.27K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$243 - $285
|
4.95K
$108K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 7.69% |
$324 - $380
|
48
$1.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 0.16% |
$405 - $476
|
3.1K
$67.7K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-9- 0.25% |
$729 - $856
|
3.59K
$78.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9- 45.0% |
$729 - $856
|
11
$240
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9- 0.29% |
$729 - $856
|
3.11K
$67.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 0.84% |
$811 - $951
|
1.19K
$25.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11- 0.19% |
$892 - $1.05K
|
5.82K
$127K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11- 0.22% |
$892 - $1.05K
|
5.04K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 8.09% |
$892 - $1.05K
|
125
$2.73K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12Closed |
$973 - $1.14K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 3.17% |
$973 - $1.14K
|
367
$8K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 13.68% |
$1.05K - $1.24K
|
82
$1.79K
|