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 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
252+ 67.74% |
$20.2K - $23.9K
|
624
$13.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
242+ 1.27% |
$19.4K - $22.9K
|
19.4K
$428K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
242+ 1.27% |
$19.4K - $22.9K
|
19.4K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
235+ 5.14% |
$18.8K - $22.3K
|
4.81K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
227+ 3.99% |
$18.2K - $21.5K
|
5.91K
$131K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
225+ 1.43% |
$18K - $21.3K
|
16K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
219+ 3.56% |
$17.5K - $20.7K
|
6.37K
$141K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
215+ 11.42% |
$17.2K - $20.4K
|
2.1K
$46.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
212+ 7.11% |
$17K - $20.1K
|
3.19K
$70.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
204+ 0.19% |
$16.3K - $19.3K
|
109K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
202+ 1.21% |
$16.2K - $19.1K
|
16.9K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
202+ 1.21% |
$16.2K - $19.1K
|
16.9K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
196+ 3.2% |
$15.7K - $18.6K
|
6.33K
$140K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
194+ 6.06% |
$15.5K - $18.4K
|
3.39K
$75.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
188+ 2.33% |
$15K - $17.8K
|
8.24K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
183+ 1.86% |
$14.6K - $17.3K
|
10K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182+ 535.29% |
$14.6K - $17.2K
|
216
$4.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
165New |
$13.2K - $15.6K
|
165
$3.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
163+ 6.02% |
$13K - $15.4K
|
2.87K
$63.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
161+ 6.29% |
$12.9K - $15.2K
|
2.72K
$60.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
152+ 0.31% |
$12.2K - $14.4K
|
48.9K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
150New |
$12K - $14.2K
|
150
$3.32K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
141+ 4.46% |
$11.3K - $13.4K
|
3.3K
$73K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
140+ 129.63% |
$11.2K - $13.3K
|
248
$5.49K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
138+ 2.26% |
$11K - $13.1K
|
6.23K
$138K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
131New |
$10.5K - $12.4K
|
131
$2.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
127+ 6.86% |
$10.2K - $12K
|
1.98K
$43.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
121New |
$9.68K - $11.5K
|
121
$2.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$9.6K - $11.4K
|
120
$2.66K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
115New |
$9.2K - $10.9K
|
115
$2.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
115New |
$9.2K - $10.9K
|
115
$2.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
112+ 16.62% |
$8.96K - $10.6K
|
786
$17.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
110+ 2.39% |
$8.8K - $10.4K
|
4.7K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 24.77% |
$8.64K - $10.2K
|
544
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
102+ 12.01% |
$8.16K - $9.66K
|
951
$21K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100+ 263.16% |
$8K - $9.47K
|
138
$3.05K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$8K - $9.47K
|
100
$2.21K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98+ 3.95% |
$7.84K - $9.28K
|
2.58K
$57.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
96New |
$7.68K - $9.09K
|
96
$2.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
84New |
$6.72K - $7.95K
|
84
$1.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
73+ 384.21% |
$5.84K - $6.91K
|
92
$2.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 2.26% |
$5.68K - $6.72K
|
3.21K
$71.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
61+ 762.5% |
$4.88K - $5.78K
|
69
$1.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59New |
$4.72K - $5.59K
|
59
$1.31K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
53+ 0.86% |
$4.24K - $5.02K
|
6.19K
$137K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
53New |
$4.24K - $5.02K
|
53
$1.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
52New |
$4.16K - $4.92K
|
52
$1.15K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 7.33% |
$4.16K - $4.92K
|
761
$16.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
50+ 0.54% |
$4K - $4.73K
|
9.38K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50+ 2.52% |
$4K - $4.73K
|
2.03K
$45K
|