Lpl Financial LLC Symbotic Inc. Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 182,472 shares of SYM stock, worth $10.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

182,472

Previous 91,747 98.89%

Holding current value

$10.6 Million

Previous $3.56 Million 175.95%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$39.68 - $63.21 $3.6 Million - $5.73 Million	90,725 Added 98.89%	182,472 $9.84 Million
Q2 2025 Aug 12, 2025	BUY	$17.5 - $38.85 $406,280 - $901,941	23,216 Added 33.88%	91,747 $3.56 Million
Q1 2025 May 07, 2025	BUY	$20.16 - $33.5 $511,338 - $849,694	25,364 Added 58.76%	68,531 $1.39 Million
Q4 2024 Feb 11, 2025	BUY	$22.73 - $38.78 $235,050 - $401,023	10,341 Added 31.5%	43,167 $1.03 Million
Q3 2024 Nov 08, 2024	SELL	$17.86 - $41.44 $34,987 - $81,180	-1,959 Reduced 5.63%	32,826 $800,000

Q2 2024 Aug 07, 2024	SELL	$31.77 - $48.36 $191,636 - $291,707	-6,032 Reduced 14.78%	34,785 $1.22 Million
Q1 2024 May 10, 2024	BUY	$37.91 - $50.45 $311,392 - $414,396	8,214 Added 25.19%	40,817 $1.84 Million
Q4 2023 Feb 14, 2024	SELL	$31.19 - $58.19 $2.17 Million - $4.04 Million	-69,456 Reduced 68.05%	32,603 $1.67 Million
Q3 2023 Nov 13, 2023	BUY	$30.27 - $63.54 $2.63 Million - $5.53 Million	87,006 Added 578.0%	102,059 $3.41 Million
Q2 2023 Jul 31, 2023	BUY	$23.18 - $51.22 $115,343 - $254,870	4,976 Added 49.38%	15,053 $644,000
Q1 2023 May 10, 2023	BUY	$12.04 - $22.97 $121,327 - $231,468	10,077 New	10,077 $230,000

Others Institutions Holding SYM

# of Institutions

392

Shares Held

101M

Call Options Held

5.27M

Put Options Held

4.95M

View Full List

About Symbotic Inc.

Ticker SYM
Exchange NASDAQ
Sector Financial Services
Industry Shell Companies
Shares Outstandng 55,318,800
Market Cap $3.22B
Description
Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.

More about SYM

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Lpl Financial LLC Symbotic Inc. Transaction History