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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
33.7KNew |
$602K - $1.4M
|
33.7K
$765K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
126K+ 867.67% |
$2.26M - $5.24M
|
141K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-695K- 89.59% |
$12.4M - $28.8M
|
80.8K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
92.5K+ 233.0% |
$1.65M - $3.83M
|
132K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
92.5K+ 233.0% |
$1.65M - $3.83M
|
132K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$68.1
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$22.7
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
511K+ 1069.79% |
$9.12M - $21.2M
|
558K
$12.7M
|
|
Nov 14, 2024
Q3 2024
|
Tenzing Global Management, LLC
San Francisco, CA |
BUY
|
- |
62.5KNew |
$1.12M - $2.59M
|
62.5K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
49.2KNew |
$879K - $2.04M
|
49.2K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
25.5KNew |
$456K - $1.06M
|
25.5K
$580K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$228K - $528K
|
12.8K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$200K - $463K
|
11.2K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.6KNew |
$207K - $481K
|
11.6K
$263K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-539- 56.32% |
$9.63K - $22.3K
|
418
$9.49K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.57K+ 540.0% |
$28K - $64.9K
|
1.86K
$42.1K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
195New |
$3.48K - $8.08K
|
195
$4.43K
|
|
Nov 13, 2024
Q3 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-5.5K- 35.48% |
$98.2K - $228K
|
10K
$227K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$180K - $418K
|
10.1K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-300- 1.89% |
$5.36K - $12.4K
|
15.6K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$14.3K - $33.2K
|
800
$18.2K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21.1K+ 55.71% |
$377K - $876K
|
59.1K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
43.2KNew |
$771K - $1.79M
|
43.2K
$980K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.54% |
$17.9 - $41.4
|
66
$1.5K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-87.4K- 88.04% |
$1.56M - $3.62M
|
11.9K
$270K
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
69KNew |
$1.23M - $2.86M
|
69K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 501.7% |
$26.3K - $61.1K
|
1.77K
$40.2K
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-700- 63.64% |
$12.5K - $29K
|
400
$9.08K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
125New |
$2.23K - $5.18K
|
125
$2.84K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-39- 43.33% |
$697 - $1.62K
|
51
$1.16K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19KNew |
$340K - $788K
|
19K
$432K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$7.14K - $16.6K
|
400
$9.08K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 76.56% |
$102K - $236K
|
13.1K
$298K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204New |
$3.64K - $8.45K
|
204
$4.63K
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-289- 2.0% |
$5.16K - $12K
|
14.2K
$322K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 64.09% |
$76.4K - $177K
|
11K
$249K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$22.7
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-284- 3.3% |
$5.07K - $11.8K
|
8.32K
$189K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.2KNew |
$200K - $464K
|
11.2K
$254K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
17New |
$304 - $704
|
17
$386
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2KNew |
$35.7K - $82.9K
|
2K
$45.4K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.89K- 36.55% |
$105K - $244K
|
10.2K
$232K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-837- 72.72% |
$14.9K - $34.7K
|
314
$7.13K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.05K- 19.29% |
$54.5K - $126K
|
12.8K
$290K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.7K+ 1273060.0% |
$1.14M - $2.64M
|
63.7K
$1.45M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 50.0% |
$8.93K - $20.7K
|
1.5K
$34.1K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$1.79K - $4.14K
|
100
$2.27K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$447 - $1.04K
|
25
$568
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1KNew |
$17.9K - $41.6K
|
1K
$22.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.5K+ 71.47% |
$1.26M - $2.92M
|
169K
$3.84M
|