Symbotic Inc. SYM
Institutional shares held
86 Million
1.35M
calls
990K
puts
Total value of holdings
$3.56B
$56.1M
calls
$41M
puts
Market Cap
$2.29B
55,318,800
Shares Out.
Institutional ownership
155.38%
# of Institutions
264
We take great care to ensure that the data presented and summarized in this overview for Symbotic Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SYM
View all-
Softbank Group Corp Minato Ku Tokyo, M039.8MShares$1.65 Billion9.46% of portfolio
-
Sb Global Advisers LTD London, X020MShares$829 Million27.64% of portfolio
-
Baillie Gifford & CO9.48MShares$393 Million0.34% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.43MShares$101 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA1.05MShares$43.4 Million0.01% of portfolio
-
Black Rock Inc. New York, NY714KShares$29.6 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL616KShares$25.5 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.569KShares$23.6 Million0.05% of portfolio
-
First Trust Advisors LP Wheaton, IL560KShares$23.2 Million0.03% of portfolio
-
J. Goldman & CO LP New York, NY469KShares$19.4 Million0.73% of portfolio
Latest Institutional Activity in SYM
Top Purchases
Top Sells
About SYM
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.
Insider Transactions at SYM
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 28
2024
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Indirect |
2,000
-100.0%
|
$80,000
$40.92 P/Share
|
|
May 28
2024
|
Todd Krasnow Director |
BUY
Other acquisition or disposition
|
Indirect |
2,000
+50.0%
|
-
|
|
May 28
2024
|
Todd Krasnow Director |
SELL
Other acquisition or disposition
|
Indirect |
2,000
-0.27%
|
-
|
|
May 24
2024
|
David A Ladensohn > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
50,000
-98.7%
|
$2,050,000
$41.35 P/Share
|
|
May 24
2024
|
David A Ladensohn > 10% Shareholder |
BUY
Other acquisition or disposition
|
Indirect |
50,000
+50.0%
|
-
|
|
May 24
2024
|
David A Ladensohn > 10% Shareholder |
SELL
Other acquisition or disposition
|
Indirect |
50,000
-10.06%
|
-
|
|
May 22
2024
|
Michael David Dunn Officer |
SELL
Open market or private sale
|
Indirect |
1,200
-1.67%
|
$52,800
$44.02 P/Share
|
|
May 22
2024
|
David A Ladensohn > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
25,000
-100.0%
|
$1,075,000
$43.26 P/Share
|
|
May 22
2024
|
David A Ladensohn > 10% Shareholder |
BUY
Other acquisition or disposition
|
Indirect |
25,000
+50.0%
|
-
|
|
May 22
2024
|
David A Ladensohn > 10% Shareholder |
SELL
Other acquisition or disposition
|
Indirect |
25,000
-4.58%
|
-
|
|
May 22
2024
|
Janet L Cohen > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
25,000
-100.0%
|
$1,075,000
$43.26 P/Share
|
|
May 22
2024
|
Janet L Cohen > 10% Shareholder |
BUY
Other acquisition or disposition
|
Indirect |
25,000
+50.0%
|
-
|
|
May 22
2024
|
Janet L Cohen > 10% Shareholder |
SELL
Other acquisition or disposition
|
Indirect |
25,000
-4.58%
|
-
|
|
May 09
2024
|
David A Ladensohn > 10% Shareholder |
SELL
Other acquisition or disposition
|
Indirect |
1,000,000
-7.93%
|
-
|
|
May 01
2024
|
Michael David Dunn Officer |
SELL
Open market or private sale
|
Indirect |
2,000
-2.7%
|
$80,000
$40.0 P/Share
|
|
Apr 26
2024
|
William M Boyd Iii Chief Strategy Officer |
SELL
Open market or private sale
|
Direct |
8,825
-13.92%
|
$353,000
$40.48 P/Share
|
|
Apr 24
2024
|
Michael David Dunn Officer |
SELL
Open market or private sale
|
Indirect |
1,747
-2.31%
|
$69,880
$40.08 P/Share
|
|
Apr 23
2024
|
William M Boyd Iii Chief Strategy Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,825
+21.7%
|
-
|
|
Apr 23
2024
|
Michael David Dunn Officer |
BUY
Exercise of conversion of derivative security
|
Indirect |
4,413
+5.5%
|
-
|
|
Apr 05
2024
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Direct |
2,000
-16.07%
|
$84,000
$42.2 P/Share
|
Last 12 Months Summary
Buy / Acquisition
97.2M
Shares
From
19
Insiders
| Exercise of conversion of derivative security | 532K shares |
|---|---|
| Exercise of in-the-money or at-the-money derivatives securities | 15.9M shares |
| Other acquisition or disposition | 62.8M shares |
| Bona fide gift | 185K shares |
| Open market or private purchase | 17.8M shares |
Sell / Disposition
128M
Shares
From
24
Insiders
| Open market or private sale | 63.3M shares |
|---|---|
| Bona fide gift | 1.24M shares |
| Other acquisition or disposition | 63.8M shares |