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 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-265- 6.11% |
$21.5K - $25.2K
|
4.07K
$88.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-288- 4.5% |
$23.3K - $27.4K
|
6.12K
$133K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-306- 4.78% |
$24.8K - $29.1K
|
6.09K
$133K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-345- 4.67% |
$28K - $32.8K
|
7.05K
$154K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-345- 1.01% |
$28K - $32.8K
|
33.7K
$736K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-350- 21.0% |
$28.4K - $33.3K
|
1.32K
$28.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-357- 12.17% |
$28.9K - $34K
|
2.58K
$56.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-382- 4.93% |
$31K - $36.3K
|
7.36K
$161K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-386- 6.52% |
$31.3K - $36.7K
|
5.53K
$121K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-400- 0.19% |
$32.4K - $38K
|
208K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 1.94% |
$32.4K - $38K
|
20.2K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-429- 0.27% |
$34.8K - $40.8K
|
159K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-456- 5.24% |
$37K - $43.4K
|
8.24K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-481- 4.77% |
$39K - $45.7K
|
9.6K
$209K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-500- 4.31% |
$40.5K - $47.6K
|
11.1K
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-511- 2.78% |
$41.4K - $48.6K
|
17.9K
$390K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-514- 4.36% |
$41.7K - $48.9K
|
11.3K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-528- 0.48% |
$42.8K - $50.2K
|
109K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-539- 0.4% |
$43.7K - $51.3K
|
133K
$2.89M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-541- 7.57% |
$43.8K - $51.4K
|
6.6K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-546- 2.05% |
$44.3K - $51.9K
|
26K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-562- 3.07% |
$45.6K - $53.4K
|
17.7K
$386K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-569- 34.67% |
$46.1K - $54.1K
|
1.07K
$23.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-580- 0.3% |
$47K - $55.2K
|
195K
$4.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-585- 80.14% |
$47.4K - $55.6K
|
145
$3.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-634- 12.47% |
$51.4K - $60.3K
|
4.45K
$97K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-643- 0.4% |
$52.1K - $61.1K
|
160K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-693- 21.77% |
$56.2K - $65.9K
|
2.49K
$54.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-700- 16.24% |
$56.7K - $66.6K
|
3.61K
$78.7K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-709- 3.08% |
$57.5K - $67.4K
|
22.3K
$486K
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-740- 2.2% |
$60K - $70.4K
|
32.9K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-857- 3.46% |
$69.5K - $81.5K
|
23.9K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-876- 14.24% |
$71K - $83.3K
|
5.28K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-936- 30.57% |
$75.9K - $89K
|
2.13K
$46.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-987- 7.5% |
$80K - $93.9K
|
12.2K
$265K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.02K- 0.46% |
$82.7K - $97K
|
219K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 83.41% |
$83.2K - $97.6K
|
204
$4.45K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 15.46% |
$84.5K - $99.2K
|
5.7K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 8.02% |
$85.4K - $100K
|
12.1K
$264K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 8.51% |
$89.7K - $105K
|
11.9K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.11K- 6.91% |
$90K - $106K
|
15K
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.11K- 13.03% |
$90K - $106K
|
7.42K
$162K
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.27K- 11.38% |
$103K - $121K
|
9.92K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.3K- 14.61% |
$105K - $123K
|
7.59K
$165K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31K- 3.54% |
$106K - $125K
|
35.6K
$777K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31K- 1.84% |
$106K - $125K
|
70K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.38K- 7.91% |
$112K - $131K
|
16K
$350K
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1.4K- 6.68% |
$113K - $133K
|
19.5K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.41K- 98.05% |
$114K - $134K
|
28
$611
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.41K- 5.13% |
$114K - $134K
|
26K
$567K
|