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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-75- 51.72% |
$2.34K - $4.36K
|
70
$3.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61New |
$1.9K - $3.55K
|
61
$2.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$31.2 - $58.2
|
1
$47.9
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$178K - $332K
|
5.7K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
456+ 4.33% |
$14.2K - $26.5K
|
11K
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.7K- 59.29% |
$582K - $1.09M
|
12.8K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100New |
$3.12K - $5.82K
|
100
$4.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.86K+ 10.27% |
$120K - $224K
|
41.4K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.2KNew |
$193K - $361K
|
6.2K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.51KNew |
$141K - $263K
|
4.51K
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$37.4K - $69.8K
|
1.2K
$57.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-15.3K- 59.28% |
$479K - $893K
|
10.5K
$505K
|
|
| Q3 2023 | |||||||
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-5.5KClosed |
$166K - $349K
|
0
$0
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20New |
$605 - $1.27K
|
20
$958
|
|
|
Feb 14, 2024
Q3 2023
|
Softbank Group Corp
Minato Ku Tokyo, M0 |
BUY
|
- |
17.8M+ 81.02% |
$540M - $1.13B
|
39.8M
$1.91B
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-85- 1.12% |
$2.57K - $5.4K
|
7.53K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
20.4KNew |
$618K - $1.3M
|
20.4K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.21KNew |
$36.5K - $76.7K
|
1.21K
$57.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.37KNew |
$223K - $468K
|
7.37K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.13KNew |
$94.8K - $199K
|
3.13K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$30.3K - $63.5K
|
1K
$47.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-801- 1.23% |
$24.2K - $50.9K
|
64.4K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15New |
$454 - $953
|
15
$719
|
|
|
Nov 09, 2023
Q3 2023
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-65K- 52.0% |
$1.97M - $4.13M
|
60K
$2.87M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
15KNew |
$454K - $953K
|
15K
$719K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$84.8K - $178K
|
2.8K
$134K
|
|
| Q2 2023 | |||||||
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.2K- 7.74% |
$27.8K - $61.5K
|
14.3K
$685K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220New |
$5.1K - $11.3K
|
220
$10.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 100.0% |
$2.32K - $5.12K
|
200
$9.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6KNew |
$139K - $307K
|
6K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
PUT |
50KNew |
$1.16M - $2.56M
|
50K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$116K - $256K
|
5K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
113K+ 1273.73% |
$2.63M - $5.81M
|
122K
$5.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$243K - $538K
|
10.5K
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$4.64K - $10.2K
|
200
$9.58K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.05KNew |
$117K - $259K
|
5.05K
$242K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.4KNew |
$161K - $308K
|
13.4K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
167New |
$2.01K - $3.84K
|
167
$8K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.9KNew |
$119K - $227K
|
9.9K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
159K+ 21.05% |
$1.91M - $3.65M
|
914K
$43.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$2.41K - $4.59K
|
200
$9.58K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
310New |
$3.73K - $7.12K
|
310
$14.9K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$12K - $23K
|
1K
$47.9K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$22K - $34.8K
|
2.5K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.3KNew |
$258K - $407K
|
29.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
50New |
$441 - $695
|
50
$2.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10KNew |
$88.1K - $139K
|
10K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3KNew |
$26.4K - $41.7K
|
3K
$144K
|
|
| Q3 2022 | |||||||
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
798+ 106.4% |
$8.1K - $15.9K
|
1.55K
$74.2K
|
|