Latest Institutional Transactions on Symbotic Inc. (SYM)
This table provides information on the latest institutional transactions involving Symbotic Inc. (SYM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6KNew |
$105K - $233K
|
6K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.57KNew |
$115K - $255K
|
6.57K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5.36K- 6.53% |
$93.8K - $208K
|
76.7K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 27.13% |
$1.23K - $2.72K
|
328
$15.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-19.1K- 15.91% |
$333K - $740K
|
101K
$4.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 87.5% |
$613 - $1.36K
|
5
$240
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.22KNew |
$161K - $358K
|
9.22K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$445K - $988K
|
25.4K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
828New |
$14.5K - $32.2K
|
828
$39.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65New |
$1.14K - $2.53K
|
65
$3.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-36- 51.43% |
$630 - $1.4K
|
34
$1.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4.19K- 35.55% |
$73.3K - $163K
|
7.59K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53New |
$928 - $2.06K
|
53
$2.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.1KNew |
$773K - $1.71M
|
44.1K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342+ 24.03% |
$5.99K - $13.3K
|
1.77K
$84.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.59K- 19.53% |
$45.4K - $101K
|
10.7K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2.79K- 25.94% |
$48.8K - $108K
|
7.96K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-176K- 25.82% |
$3.08M - $6.83M
|
505K
$24.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.09K+ 3.94% |
$19K - $42.2K
|
28.7K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Amanah Holdings Trust
London, |
BUY
|
- |
510KNew |
$8.93M - $19.8M
|
510K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
22New |
$385 - $855
|
22
$1.05K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
88.4KNew |
$1.55M - $3.43M
|
88.4K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
168+ 173.2% |
$2.94K - $6.53K
|
265
$12.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-10- 25.0% |
$175 - $389
|
30
$1.44K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-421K- 74.82% |
$7.37M - $16.4M
|
142K
$6.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
9.26KNew |
$162K - $360K
|
9.26K
$443K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-9.89K- 20.53% |
$173K - $384K
|
38.3K
$1.83M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.9K- 80.28% |
$462K - $768K
|
5.63K
$270K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.1K+ 15.04% |
$224K - $372K
|
84.9K
$4.07M
|
|
|
May 16, 2025
Q1 2025
|
S Squared Technology, LLC
New York, NY |
BUY
|
- |
30K+ 6.67% |
$605K - $1.01M
|
480K
$23M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 8.0% |
$383K - $637K
|
218K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
19KNew |
$383K - $637K
|
19K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
125K+ 51.94% |
$2.52M - $4.19M
|
366K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-19.3K- 26.57% |
$389K - $647K
|
53.4K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 66.28% |
$3.81M - $6.33M
|
474K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-5.8K- 5.82% |
$117K - $194K
|
93.9K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
650K+ 74.97% |
$13.1M - $21.8M
|
1.52M
$72.7M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
252+ 2.88% |
$5.08K - $8.44K
|
9.01K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
28.5KNew |
$574K - $955K
|
28.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
CALL |
10KNew |
$202K - $335K
|
10K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.3K+ 36.52% |
$429K - $714K
|
79.6K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 30.16% |
$251K - $417K
|
28.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-217K- 56.51% |
$4.37M - $7.27M
|
167K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15KNew |
$302K - $503K
|
15K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19K+ 28.79% |
$382K - $635K
|
84.9K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.2KNew |
$286K - $476K
|
14.2K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.71K+ 40.19% |
$176K - $292K
|
30.4K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-9.05K- 2.46% |
$182K - $303K
|
358K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.48K+ 41.45% |
$29.8K - $49.5K
|
5.04K
$242K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.05K+ 2.64% |
$162K - $270K
|
313K
$15M
|
|