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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$357K - $422K
|
4.46K
$98.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.4K+ 79.74% |
$352K - $416K
|
9.91K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.35K+ 14.91% |
$348K - $412K
|
33.5K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
4.3KNew |
$344K - $407K
|
4.3K
$95.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.3KNew |
$344K - $407K
|
4.3K
$95K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.27K+ 8.87% |
$342K - $405K
|
52.4K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.08KNew |
$326K - $386K
|
4.08K
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.06K+ 2.96% |
$325K - $385K
|
142K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4KNew |
$320K - $379K
|
4K
$88.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.93KNew |
$315K - $372K
|
3.93K
$87K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.87KNew |
$310K - $367K
|
3.87K
$85.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.83K+ 46.94% |
$306K - $362K
|
12K
$265K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.82KNew |
$306K - $361K
|
3.82K
$84.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.61K+ 63.08% |
$289K - $342K
|
9.34K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.44K+ 28.41% |
$275K - $325K
|
15.5K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.41K+ 36.95% |
$273K - $323K
|
12.6K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$271K - $321K
|
3.39K
$75K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.36KNew |
$269K - $318K
|
3.36K
$74.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.24K+ 11.71% |
$259K - $307K
|
30.9K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.23KNew |
$258K - $306K
|
3.23K
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 1492.06% |
$256K - $302K
|
3.41K
$75.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.14KNew |
$251K - $297K
|
3.14K
$69.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.14KNew |
$251K - $297K
|
3.14K
$69.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.12K+ 20.59% |
$250K - $295K
|
18.3K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.11KNew |
$249K - $294K
|
3.11K
$68.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 95.39% |
$242K - $286K
|
6.19K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.99K+ 65.28% |
$239K - $283K
|
7.57K
$167K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.94K+ 15.7% |
$235K - $278K
|
21.7K
$479K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.88KNew |
$230K - $272K
|
2.88K
$63.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.76KNew |
$221K - $262K
|
2.76K
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.75KNew |
$220K - $261K
|
2.75K
$60.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$217K - $257K
|
2.71K
$60K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.7KNew |
$216K - $256K
|
2.7K
$59.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.66K+ 34.61% |
$213K - $252K
|
10.3K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.65KNew |
$212K - $251K
|
2.65K
$58.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.63KNew |
$211K - $249K
|
2.63K
$58.2K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.61KNew |
$209K - $247K
|
2.61K
$57.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 11.1% |
$208K - $246K
|
26.1K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 9.6% |
$200K - $237K
|
28.5K
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$199K - $235K
|
2.49K
$55K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.48KNew |
$198K - $234K
|
2.48K
$54.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$196K - $231K
|
2.44K
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.44KNew |
$195K - $231K
|
2.44K
$54K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.42KNew |
$193K - $229K
|
2.42K
$53.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.41KNew |
$193K - $228K
|
2.41K
$53.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.35K+ 0.43% |
$188K - $223K
|
548K
$12.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.33KNew |
$187K - $221K
|
2.33K
$51.7K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$186K - $221K
|
2.33K
$51.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.3KNew |
$184K - $218K
|
2.3K
$50.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.29K+ 5.29% |
$183K - $216K
|
45.5K
$1.01M
|