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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.28KNew |
$182K - $216K
|
2.28K
$50.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.28KNew |
$182K - $216K
|
2.28K
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.27KNew |
$181K - $214K
|
2.27K
$50.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.24KNew |
$179K - $212K
|
2.24K
$49.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.23K+ 8.58% |
$179K - $212K
|
28.3K
$625K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.23KNew |
$178K - $211K
|
2.23K
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.23KNew |
$178K - $211K
|
2.23K
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.21K+ 3.23% |
$177K - $209K
|
70.5K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$48.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$175K - $207K
|
2.19K
$48.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.18K+ 8.73% |
$175K - $207K
|
27.2K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.15K+ 13.32% |
$172K - $204K
|
18.3K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.15K+ 6.04% |
$172K - $204K
|
37.7K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.84K+ 9.42% |
$148K - $175K
|
21.4K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.82K+ 46.32% |
$145K - $172K
|
5.73K
$127K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 20.94% |
$143K - $169K
|
10.3K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.72K+ 0.95% |
$137K - $163K
|
182K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 40.18% |
$135K - $159K
|
5.87K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.67K+ 25.76% |
$134K - $158K
|
8.14K
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 13.35% |
$129K - $152K
|
13.7K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.61K+ 13.35% |
$129K - $152K
|
13.7K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.55KNew |
$124K - $147K
|
1.55K
$34.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.49K+ 19.69% |
$119K - $141K
|
9.08K
$201K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 25.31% |
$116K - $137K
|
7.18K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 2.99% |
$115K - $136K
|
49.3K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.43K+ 6.87% |
$114K - $135K
|
22.2K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.35K+ 10.78% |
$108K - $128K
|
13.9K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.3KNew |
$104K - $123K
|
1.3K
$28.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.26KNew |
$101K - $119K
|
1.26K
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.25K+ 27.88% |
$100K - $118K
|
5.73K
$127K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.24K+ 7.13% |
$98.9K - $117K
|
18.6K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$95.6K - $113K
|
1.19K
$26.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.15K+ 44.59% |
$92K - $109K
|
3.73K
$82.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 22.0% |
$85.9K - $102K
|
5.95K
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.07K+ 23.8% |
$85.9K - $102K
|
5.58K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06K+ 0.74% |
$84.7K - $100K
|
144K
$3.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.03K+ 20.9% |
$82.2K - $97.2K
|
5.94K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 16.72% |
$81.6K - $96.5K
|
7.11K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 5.49% |
$80.7K - $95.4K
|
19.4K
$428K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1K+ 4.95% |
$80K - $94.7K
|
21.2K
$469K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
1K+ 20.0% |
$80K - $94.7K
|
6K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
965+ 7.93% |
$77.2K - $91.4K
|
13.1K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
940+ 4.89% |
$75.2K - $89K
|
20.2K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
914+ 0.94% |
$73.2K - $86.5K
|
98.4K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
913+ 0.75% |
$73.1K - $86.5K
|
123K
$2.72M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
884+ 7.77% |
$70.8K - $83.7K
|
12.3K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
870+ 12.54% |
$69.6K - $82.4K
|
7.81K
$173K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
866+ 20.77% |
$69.3K - $82K
|
5.04K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
840+ 29.0% |
$67.2K - $79.5K
|
3.74K
$82.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
812New |
$65K - $76.9K
|
812
$18K
|