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 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
804+ 19.18% |
$64.4K - $76.1K
|
5K
$111K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
803New |
$64.3K - $76K
|
803
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
770+ 4.28% |
$61.6K - $72.9K
|
18.8K
$415K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
720+ 15.15% |
$57.6K - $68.2K
|
5.47K
$121K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
715+ 6.82% |
$57.2K - $67.7K
|
11.2K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
703+ 10.16% |
$56.3K - $66.6K
|
7.62K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
700+ 19.39% |
$56K - $66.3K
|
4.31K
$95.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
673+ 107.85% |
$53.9K - $63.7K
|
1.3K
$28.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
655+ 5.45% |
$52.4K - $62K
|
12.7K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
649+ 9.39% |
$51.9K - $61.5K
|
7.56K
$167K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
618+ 13.82% |
$49.5K - $58.5K
|
5.09K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
610+ 40.8% |
$48.8K - $57.8K
|
2.11K
$46.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
580New |
$46.4K - $54.9K
|
580
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
549+ 7.73% |
$43.9K - $52K
|
7.65K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
534+ 14.55% |
$42.7K - $50.6K
|
4.2K
$93K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
523+ 7.83% |
$41.9K - $49.5K
|
7.2K
$159K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
497+ 6.03% |
$39.8K - $47.1K
|
8.74K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
493+ 0.97% |
$39.5K - $46.7K
|
51.5K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
489+ 2.55% |
$39.1K - $46.3K
|
19.7K
$435K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
480+ 2.71% |
$38.4K - $45.5K
|
18.2K
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
467+ 36.31% |
$37.4K - $44.2K
|
1.75K
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
466+ 6.33% |
$37.3K - $44.1K
|
7.83K
$173K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
456+ 2.69% |
$36.5K - $43.2K
|
17.4K
$386K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
447+ 17.54% |
$35.8K - $42.3K
|
3K
$66.3K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
446+ 0.39% |
$35.7K - $42.2K
|
114K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
443+ 5.8% |
$35.5K - $41.9K
|
8.08K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
439+ 5.45% |
$35.1K - $41.6K
|
8.49K
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
434+ 13.12% |
$34.7K - $41.1K
|
3.74K
$82.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
431+ 1.0% |
$34.5K - $40.8K
|
43.7K
$968K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
427+ 10.67% |
$34.2K - $40.4K
|
4.43K
$98K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
417+ 2.79% |
$33.4K - $39.5K
|
15.4K
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
414New |
$33.1K - $39.2K
|
414
$9.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
408+ 36.82% |
$32.7K - $38.6K
|
1.52K
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
370+ 0.61% |
$29.6K - $35K
|
60.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
369New |
$29.5K - $34.9K
|
369
$8.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
368+ 19.5% |
$29.5K - $34.8K
|
2.26K
$49.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
362+ 0.45% |
$29K - $34.3K
|
80.7K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
362New |
$29K - $34.3K
|
362
$8.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
335+ 9.79% |
$26.8K - $31.7K
|
3.76K
$83.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
333+ 0.44% |
$26.7K - $31.5K
|
76.1K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
331New |
$26.5K - $31.3K
|
331
$7.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
328+ 15.43% |
$26.3K - $31.1K
|
2.45K
$54.3K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
327+ 9.53% |
$26.2K - $31K
|
3.76K
$83.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
308+ 2.66% |
$24.7K - $29.2K
|
11.9K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
288New |
$23.1K - $27.3K
|
288
$6.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
286+ 6.13% |
$22.9K - $27.1K
|
4.95K
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
285New |
$22.8K - $27K
|
285
$6.31K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
269+ 1.13% |
$21.5K - $25.5K
|
24.2K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
261+ 4.63% |
$20.9K - $24.7K
|
5.9K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
254+ 2.09% |
$20.3K - $24.1K
|
12.4K
$275K
|