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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 50.0% |
$20.2 - $33.5
|
1
$47.9
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-50.9K- 95.91% |
$1.03M - $1.7M
|
2.17K
$104K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
457+ 0.2% |
$9.21K - $15.3K
|
231K
$11.1M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$726 - $1.21K
|
36
$1.72K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
12.1KNew |
$244K - $406K
|
12.1K
$580K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 6.99% |
$202 - $335
|
153
$7.33K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.3K- 30.18% |
$46.4K - $77.1K
|
5.32K
$255K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 58.76% |
$511K - $850K
|
68.5K
$3.28M
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
203K+ 106.92% |
$4.1M - $6.81M
|
393K
$18.8M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
397+ 4.7% |
$8K - $13.3K
|
8.84K
$424K
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
10.5K+ 1.8% |
$211K - $351K
|
593K
$28.4M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
252New |
$5.08K - $8.44K
|
252
$12.1K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 59.38% |
$1.53K - $2.55K
|
204
$9.77K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16KNew |
$323K - $536K
|
16K
$767K
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-198K- 1.43% |
$4M - $6.64M
|
13.7M
$657M
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
73.2KNew |
$1.48M - $2.45M
|
73.2K
$3.51M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3- 4.23% |
$60.5 - $101
|
68
$3.26K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17.3KNew |
$348K - $578K
|
17.3K
$827K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1K+ 150.49% |
$747K - $1.24M
|
61.7K
$2.95M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 54.82% |
$15.1K - $25.1K
|
618
$29.6K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35New |
$706 - $1.17K
|
35
$1.68K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
94.1KNew |
$1.9M - $3.15M
|
94.1K
$4.51M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
104+ 13.25% |
$2.1K - $3.48K
|
889
$42.6K
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
19.1K+ 65.87% |
$385K - $640K
|
48.1K
$2.3M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.12K- 32.61% |
$42.7K - $70.9K
|
4.37K
$210K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 408.2% |
$42.1K - $70K
|
2.6K
$125K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
100New |
$2.02K - $3.35K
|
100
$4.79K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
187+ 1.56% |
$3.77K - $6.26K
|
12.2K
$584K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.67K+ 14.77% |
$53.9K - $89.5K
|
20.8K
$995K
|
|
Apr 30, 2025
Q1 2025
|
Robocap Asset Management LTD
London, X0 |
BUY
|
- |
82.5K+ 143.1% |
$1.66M - $2.77M
|
140K
$6.72M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9- 13.85% |
$181 - $302
|
56
$2.68K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.58K+ 19.29% |
$72.1K - $120K
|
22.1K
$1.06M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 209.68% |
$1.31K - $2.18K
|
96
$4.6K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
437New |
$8.81K - $14.6K
|
437
$20.9K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.02K+ 21.26% |
$61K - $101K
|
17.2K
$826K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 1.05% |
$2.72K - $4.52K
|
13K
$621K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-900- 7.29% |
$18.1K - $30.2K
|
11.5K
$549K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 8.04% |
$20.4K - $33.9K
|
13.6K
$651K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-391- 62.06% |
$7.88K - $13.1K
|
239
$11.5K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 21.18% |
$55.2K - $91.7K
|
15.7K
$750K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$2.02K - $3.35K
|
200
$9.58K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$645 - $1.07K
|
32
$1.53K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.75K+ 36.47% |
$55.5K - $92.2K
|
10.3K
$493K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.4K+ 44.1% |
$210K - $348K
|
34K
$1.63M
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$30.7K - $51.1K
|
1.53K
$73.1K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 50.0% |
$1.01K - $1.68K
|
50
$2.4K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
200New |
$4.03K - $6.7K
|
200
$9.58K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.9K+ 36.03% |
$240K - $399K
|
45K
$2.16M
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
82+ 82.0% |
$1.65K - $2.75K
|
182
$8.72K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
150New |
$3.02K - $5.03K
|
150
$7.19K
|