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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
150New |
$3.02K - $5.03K
|
150
$7.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 2.04% |
$504 - $838
|
1.2K
$57.5K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15K+ 38.84% |
$302K - $502K
|
53.6K
$2.57M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.3K- 76.05% |
$1.51M - $2.57M
|
20.9K
$1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
44New |
$1K - $1.71K
|
44
$2.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
25.1KNew |
$570K - $972K
|
25.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodson Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
154KNew |
$3.5M - $5.98M
|
154K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-119K- 89.07% |
$2.69M - $4.6M
|
14.5K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
60New |
$1.36K - $2.33K
|
60
$2.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10KNew |
$228K - $389K
|
10K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-3.7K- 69.81% |
$84.1K - $143K
|
1.6K
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 73.25% |
$33.9K - $57.8K
|
544
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
175KNew |
$3.97M - $6.77M
|
175K
$8.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.1KNew |
$25K - $42.7K
|
1.1K
$52.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 19.63% |
$48.7K - $83.1K
|
8.78K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.05K- 9.26% |
$23.8K - $40.6K
|
10.2K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.1K+ 372.97% |
$1.52M - $2.6M
|
85.1K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
20.3KNew |
$460K - $786K
|
20.3K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-11K- 53.5% |
$250K - $427K
|
9.56K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.2KNew |
$209K - $357K
|
9.2K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
95KNew |
$2.16M - $3.68M
|
95K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
60+ 272.73% |
$1.36K - $2.33K
|
82
$3.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
44.4KNew |
$1.01M - $1.72M
|
44.4K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.98KNew |
$45K - $76.8K
|
1.98K
$94.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
516+ 125.55% |
$11.7K - $20K
|
927
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-107K- 70.19% |
$2.44M - $4.16M
|
45.6K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.23K- 26.81% |
$27.9K - $47.6K
|
3.35K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.24K- 12.16% |
$28.2K - $48K
|
8.95K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.2KNew |
$323K - $551K
|
14.2K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
187KNew |
$4.26M - $7.26M
|
187K
$8.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
35.1KNew |
$797K - $1.36M
|
35.1K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.9KNew |
$816K - $1.39M
|
35.9K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2KNew |
$186K - $318K
|
8.2K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 99.72% |
$23.9K - $40.8K
|
3
$144
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15KNew |
$341K - $582K
|
15K
$719K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$2.27K - $3.88K
|
100
$4.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20New |
$455 - $776
|
20
$958
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173New |
$3.93K - $6.71K
|
173
$8.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-13.4K- 54.45% |
$305K - $521K
|
11.2K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$5.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$45.5K - $77.6K
|
2K
$95.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$568 - $970
|
25
$1.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17New |
$386 - $659
|
17
$814
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$6.82K - $11.6K
|
300
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.45KNew |
$192K - $327K
|
8.45K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.6K+ 27.96% |
$59.1K - $101K
|
11.9K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5K- 20.0% |
$114K - $194K
|
20K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.5K+ 15.39% |
$148K - $252K
|
48.7K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
24.7KNew |
$561K - $958K
|
24.7K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 13.04% |
$205 - $349
|
60
$2.87K
|
|