Purchases and Sales Made in Q4 2022 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$15.9K - $21K
|
250
$5.08K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$15.9K - $21K
|
250
$5.08K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
247+ 5.77% |
$15.7K - $20.7K
|
4.53K
$92K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
227+ 116.41% |
$14.4K - $19.1K
|
422
$8.58K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
220New |
$14K - $18.5K
|
220
$4.47K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
212+ 4.88% |
$13.5K - $17.8K
|
4.56K
$92.7K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
201+ 39.26% |
$12.8K - $16.9K
|
713
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
190+ 0.43% |
$12.1K - $15.9K
|
44.6K
$906K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
188+ 3.04% |
$11.9K - $15.8K
|
6.38K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
180+ 21.43% |
$11.4K - $15.1K
|
1.02K
$20.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
173+ 1.45% |
$11K - $14.5K
|
12.1K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
167+ 5.02% |
$10.6K - $14K
|
3.49K
$71K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
166+ 77.57% |
$10.5K - $13.9K
|
380
$7.73K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
148+ 29.78% |
$9.39K - $12.4K
|
645
$13.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145New |
$9.2K - $12.2K
|
145
$2.95K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
142+ 83.04% |
$9.01K - $11.9K
|
313
$6.36K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
137+ 4.73% |
$8.69K - $11.5K
|
3.04K
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132+ 2.57% |
$8.38K - $11.1K
|
5.28K
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
129+ 1.59% |
$8.19K - $10.8K
|
8.25K
$168K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
124+ 8.32% |
$7.87K - $10.4K
|
1.62K
$32.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
119New |
$7.55K - $9.99K
|
119
$2.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
105New |
$6.66K - $8.81K
|
105
$2.13K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
104New |
$6.6K - $8.73K
|
104
$2.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
104New |
$6.6K - $8.73K
|
104
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
103+ 1.98% |
$6.54K - $8.65K
|
5.31K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
99New |
$6.28K - $8.31K
|
99
$2.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
90New |
$5.71K - $7.55K
|
90
$1.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
89+ 7.85% |
$5.65K - $7.47K
|
1.22K
$24.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
87+ 1.23% |
$5.52K - $7.3K
|
7.15K
$145K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
82+ 0.49% |
$5.2K - $6.88K
|
16.8K
$341K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
79New |
$5.01K - $6.63K
|
79
$1.61K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 17.77% |
$4.44K - $5.88K
|
464
$9.43K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
62New |
$3.93K - $5.2K
|
62
$1.26K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 73.17% |
$3.81K - $5.04K
|
142
$2.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
57+ 0.56% |
$3.62K - $4.78K
|
10.2K
$207K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56New |
$3.55K - $4.7K
|
56
$1.14K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
55+ 1.1% |
$3.49K - $4.62K
|
5.08K
$103K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
50+ 0.31% |
$3.17K - $4.2K
|
16K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
49New |
$3.11K - $4.11K
|
49
$996
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 13.19% |
$3.05K - $4.03K
|
412
$8.38K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 3.89% |
$2.98K - $3.95K
|
1.25K
$25.5K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
44+ 0.48% |
$2.79K - $3.69K
|
9.2K
$187K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 16.86% |
$2.73K - $3.61K
|
298
$6.06K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
42New |
$2.67K - $3.53K
|
42
$854
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 16.06% |
$2.54K - $3.36K
|
289
$5.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37+ 0.65% |
$2.35K - $3.11K
|
5.76K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37New |
$2.35K - $3.11K
|
37
$752
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32New |
$2.03K - $2.69K
|
32
$651
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
32New |
$2.03K - $2.69K
|
32
$651
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 0.18% |
$1.97K - $2.6K
|
17.5K
$355K
|