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
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49New |
$3.92K - $4.64K
|
49
$1.08K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 14.64% |
$3.76K - $4.45K
|
368
$8.14K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
43+ 2.62% |
$3.44K - $4.07K
|
1.68K
$37.2K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 0.58% |
$3.44K - $4.07K
|
7.47K
$165K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.25% |
$3.2K - $3.79K
|
16.3K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
40New |
$3.2K - $3.79K
|
40
$885
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
36+ 1.02% |
$2.88K - $3.41K
|
3.57K
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
36+ 0.52% |
$2.88K - $3.41K
|
6.99K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
33New |
$2.64K - $3.12K
|
33
$730
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 1600.0% |
$2.56K - $3.03K
|
34
$752
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 0.18% |
$2.24K - $2.65K
|
15.7K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
27+ 0.38% |
$2.16K - $2.56K
|
7.05K
$156K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$2.08K - $2.46K
|
26
$575
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 1.67% |
$2.08K - $2.46K
|
1.58K
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
24New |
$1.92K - $2.27K
|
24
$531
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 9.4% |
$1.76K - $2.08K
|
256
$5.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22New |
$1.76K - $2.08K
|
22
$487
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
17New |
$1.36K - $1.61K
|
17
$376
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 2.2% |
$960 - $1.14K
|
558
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 9.6% |
$960 - $1.14K
|
137
$3.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.32% |
$880 - $1.04K
|
3.43K
$75.9K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 22.92% |
$880 - $1.04K
|
59
$1.31K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 3.0% |
$880 - $1.04K
|
378
$8.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 22.5% |
$720 - $852
|
49
$1.08K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$640 - $758
|
8
$177
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 6.56% |
$640 - $758
|
130
$2.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 3.73% |
$400 - $473
|
139
$3.08K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 15.79% |
$240 - $284
|
22
$487
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 6.25% |
$160 - $189
|
34
$752
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 1.74% |
$160 - $189
|
117
$2.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1New |
$80 - $94.7
|
1
$22.1
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.27% |
$80 - $94.7
|
374
$8.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.43% |
$80 - $94.7
|
231
$5.11K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2- 0.08% |
$160 - $189
|
2.51K
$55.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.26% |
$160 - $189
|
782
$17.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3- 0.02% |
$240 - $284
|
12.5K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3- 0.22% |
$240 - $284
|
1.34K
$29.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 3.96% |
$640 - $758
|
194
$4.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12- 0.06% |
$960 - $1.14K
|
19.4K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12- 0.24% |
$960 - $1.14K
|
4.93K
$109K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 8.07% |
$1.04K - $1.23K
|
148
$3.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-15- 6.28% |
$1.2K - $1.42K
|
224
$4.96K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18- 0.27% |
$1.44K - $1.7K
|
6.67K
$147K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 34.62% |
$1.44K - $1.7K
|
34
$752
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-23- 0.72% |
$1.84K - $2.18K
|
3.19K
$70.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26- 0.46% |
$2.08K - $2.46K
|
5.68K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 57.45% |
$2.16K - $2.56K
|
20
$443
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-29- 38.67% |
$2.32K - $2.75K
|
46
$1.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 1.66% |
$2.32K - $2.75K
|
1.72K
$38.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-30- 12.88% |
$2.4K - $2.84K
|
203
$4.49K
|