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 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-371- 2.44% |
$29.7K - $35.1K
|
14.8K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-379- 15.07% |
$30.3K - $35.9K
|
2.14K
$47.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-380- 10.44% |
$30.4K - $36K
|
3.26K
$72.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-383- 14.22% |
$30.7K - $36.3K
|
2.31K
$51.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-403- 5.64% |
$32.3K - $38.2K
|
6.74K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-404- 1.69% |
$32.3K - $38.3K
|
23.5K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-405- 0.72% |
$32.4K - $38.3K
|
55.7K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-410- 19.3% |
$32.8K - $38.8K
|
1.71K
$37.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-416- 8.96% |
$33.3K - $39.4K
|
4.23K
$93.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-417- 4.34% |
$33.4K - $39.5K
|
9.19K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-424- 22.34% |
$33.9K - $40.1K
|
1.47K
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-455- 7.43% |
$36.4K - $43.1K
|
5.67K
$125K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-459- 0.01% |
$36.7K - $43.5K
|
6.36M
$141M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-465- 17.95% |
$37.2K - $44K
|
2.13K
$47K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-470- 7.47% |
$37.6K - $44.5K
|
5.82K
$129K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-471- 32.44% |
$37.7K - $44.6K
|
981
$21.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-475- 4.74% |
$38K - $45K
|
9.55K
$211K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-493- 5.73% |
$39.5K - $46.7K
|
8.11K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-518- 15.24% |
$41.5K - $49K
|
2.88K
$63.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-534- 0.54% |
$42.7K - $50.6K
|
99.2K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-548- 10.45% |
$43.9K - $51.9K
|
4.7K
$104K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-623- 9.47% |
$49.9K - $59K
|
5.95K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-646- 8.52% |
$51.7K - $61.2K
|
6.94K
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-676- 21.79% |
$54.1K - $64K
|
2.43K
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-710- 2.87% |
$56.8K - $67.2K
|
24K
$531K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-730- 4.2% |
$58.4K - $69.1K
|
16.6K
$368K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-750- 19.67% |
$60K - $71K
|
3.06K
$67.8K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-760- 3.41% |
$60.8K - $72K
|
21.5K
$476K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-816- 8.92% |
$65.3K - $77.3K
|
8.34K
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-833- 6.87% |
$66.7K - $78.9K
|
11.3K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-854- 0.61% |
$68.4K - $80.9K
|
139K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-861- 6.19% |
$68.9K - $81.5K
|
13K
$289K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-865- 19.44% |
$69.2K - $81.9K
|
3.58K
$79.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-879- 5.94% |
$70.4K - $83.2K
|
13.9K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-932- 0.96% |
$74.6K - $88.3K
|
95.8K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-966- 9.74% |
$77.3K - $91.5K
|
8.96K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-980- 14.84% |
$78.4K - $92.8K
|
5.62K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-987- 4.07% |
$79K - $93.5K
|
23.2K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1K- 29.83% |
$80.3K - $95K
|
2.36K
$52.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.02K- 1.46% |
$82K - $97K
|
69K
$1.53M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.02K- 2.87% |
$82K - $97K
|
34.6K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.07K- 24.68% |
$85.6K - $101K
|
3.26K
$72.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-1.11K- 0.57% |
$88.6K - $105K
|
193K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-1.12K- 0.65% |
$89.6K - $106K
|
171K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 28.44% |
$90.6K - $107K
|
2.85K
$63K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 10.81% |
$96K - $114K
|
9.9K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 93.34% |
$97.6K - $116K
|
87
$1.93K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 10.25% |
$97.6K - $116K
|
10.7K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.23K- 7.78% |
$98.2K - $116K
|
14.5K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.24K- 8.75% |
$99.2K - $117K
|
12.9K
$286K
|