Purchases and Sales Made in Q4 2023 in Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.3K+ 51.35% |
$1.47M - $1.74M
|
54K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 76.54% |
$1.47M - $1.74M
|
42.3K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.3K+ 7.05% |
$1.47M - $1.74M
|
278K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
17.2KNew |
$1.37M - $1.63M
|
17.2K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.32M - $1.57M
|
16.5K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
15K+ 7.41% |
$1.2M - $1.42M
|
217K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 25.91% |
$1.12M - $1.32M
|
67.9K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
13.9K+ 56.09% |
$1.11M - $1.32M
|
38.6K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
13.4K+ 3.77% |
$1.07M - $1.27M
|
369K
$8.16M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
13.1KNew |
$1.05M - $1.24M
|
13.1K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 12.75% |
$1.02M - $1.21M
|
113K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.6K+ 12.57% |
$1.01M - $1.2M
|
113K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5K+ 4.85% |
$999K - $1.18M
|
270K
$5.98M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
12.2KNew |
$980K - $1.16M
|
12.2K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2KNew |
$975K - $1.15M
|
12.2K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 58.09% |
$935K - $1.11M
|
31.8K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.3K+ 28.33% |
$906K - $1.07M
|
51.3K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 3.43% |
$824K - $975K
|
310K
$6.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.78K+ 21.21% |
$783K - $926K
|
55.9K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.59K+ 384.95% |
$768K - $908K
|
12.1K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.57KNew |
$766K - $907K
|
9.57K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.57KNew |
$766K - $906K
|
9.57K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.41K+ 18.79% |
$753K - $891K
|
59.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$749K - $886K
|
9.35K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
9.34KNew |
$748K - $884K
|
9.34K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.05K+ 32.23% |
$724K - $857K
|
37.1K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.79KNew |
$704K - $832K
|
8.79K
$195K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.29KNew |
$664K - $785K
|
8.29K
$184K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
8.15KNew |
$652K - $771K
|
8.15K
$180K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.97K+ 73.18% |
$638K - $755K
|
18.9K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7.22KNew |
$578K - $684K
|
7.22K
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.17KNew |
$574K - $679K
|
7.17K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.15K+ 11.84% |
$572K - $677K
|
67.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
6.88KNew |
$550K - $651K
|
6.88K
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.27K+ 47.78% |
$502K - $594K
|
19.4K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.1KNew |
$488K - $578K
|
6.1K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.03K+ 7.95% |
$483K - $571K
|
81.9K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
6.01KNew |
$481K - $569K
|
6.01K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.92K+ 46.41% |
$473K - $560K
|
18.7K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.57K+ 111.22% |
$446K - $528K
|
10.6K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.55KNew |
$444K - $526K
|
5.55K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.48K+ 1.32% |
$439K - $519K
|
420K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.46KNew |
$437K - $517K
|
5.46K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.42K+ 30.93% |
$434K - $514K
|
23K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32KNew |
$425K - $503K
|
5.32K
$118K
|
|
|
Feb 08, 2024
Q4 2023
|
Ovata Capital Management LTD
|
BUY
|
- |
5KNew |
$400K - $473K
|
5K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.65K+ 14.76% |
$372K - $440K
|
36.1K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.6KNew |
$368K - $435K
|
4.6K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.59K+ 5.01% |
$368K - $435K
|
96.4K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.59K+ 26.48% |
$367K - $434K
|
21.9K
$485K
|