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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
650New |
$14.8K - $25.2K
|
650
$31.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$114 - $194
|
1.91K
$91.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.1KNew |
$298K - $508K
|
13.1K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.32K+ 6.85% |
$98.2K - $168K
|
67.4K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
225New |
$5.11K - $8.73K
|
225
$10.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$227 - $388
|
10
$479
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$5.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.56KNew |
$81K - $138K
|
3.56K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$455 - $776
|
20
$958
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
32K+ 20.89% |
$572K - $1.33M
|
185K
$8.88M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
20KNew |
$357K - $829K
|
20K
$958K
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
2K+ 25.0% |
$35.7K - $82.9K
|
10K
$479K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$144
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$228K - $528K
|
12.8K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
126K+ 867.67% |
$2.26M - $5.24M
|
141K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
33.7KNew |
$602K - $1.4M
|
33.7K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.66K+ 89.93% |
$29.7K - $68.8K
|
3.51K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
47.7KNew |
$852K - $1.98M
|
47.7K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.97KNew |
$160K - $372K
|
8.97K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-183K- 30.6% |
$3.27M - $7.58M
|
415K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
92.5K+ 233.0% |
$1.65M - $3.83M
|
132K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
92.5K+ 233.0% |
$1.65M - $3.83M
|
132K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
25.5KNew |
$456K - $1.06M
|
25.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenzing Global Management, LLC
San Francisco, CA |
BUY
|
- |
62.5KNew |
$1.12M - $2.59M
|
62.5K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
511K+ 1069.79% |
$9.12M - $21.2M
|
558K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$47.9
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$144
|
|
|
Nov 13, 2024
Q3 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-5.5K- 35.48% |
$98.2K - $228K
|
10K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.6KNew |
$207K - $481K
|
11.6K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
43.2KNew |
$771K - $1.79M
|
43.2K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$180K - $418K
|
10.1K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$14.3K - $33.2K
|
800
$38.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-87.4K- 88.04% |
$1.56M - $3.62M
|
11.9K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
69KNew |
$1.23M - $2.86M
|
69K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 501.7% |
$26.3K - $61.1K
|
1.77K
$84.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-700- 63.64% |
$12.5K - $29K
|
400
$19.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21.1K+ 55.71% |
$377K - $876K
|
59.1K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-39- 43.33% |
$697 - $1.62K
|
51
$2.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
125New |
$2.23K - $5.18K
|
125
$5.99K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19KNew |
$340K - $788K
|
19K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$7.14K - $16.6K
|
400
$19.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 76.56% |
$102K - $236K
|
13.1K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-289- 2.0% |
$5.16K - $12K
|
14.2K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204New |
$3.64K - $8.45K
|
204
$9.77K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 64.09% |
$76.4K - $177K
|
11K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$47.9
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-284- 3.3% |
$5.07K - $11.8K
|
8.32K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.2KNew |
$200K - $464K
|
11.2K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
17New |
$304 - $704
|
17
$814
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2KNew |
$35.7K - $82.9K
|
2K
$95.8K
|
|