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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-837- 72.72% |
$14.9K - $34.7K
|
314
$15K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.7K+ 1273060.0% |
$1.14M - $2.64M
|
63.7K
$3.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 50.0% |
$8.93K - $20.7K
|
1.5K
$71.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$1.79K - $4.14K
|
100
$4.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$447 - $1.04K
|
25
$1.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1KNew |
$17.9K - $41.6K
|
1K
$48.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.5K+ 71.47% |
$1.26M - $2.92M
|
169K
$8.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.1K- 8.84% |
$1.05M - $2.45M
|
609K
$29.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 43.99% |
$2.68K - $6.22K
|
191
$9.15K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.4K+ 31.11% |
$25K - $58K
|
5.9K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.05K- 65.33% |
$36.6K - $85K
|
1.09K
$52.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
10.1K+ 54.6% |
$180K - $419K
|
28.6K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24New |
$429 - $995
|
24
$1.15K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40New |
$714 - $1.66K
|
40
$1.92K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
539+ 128.95% |
$17.1K - $26.1K
|
957
$45.8K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.94K- 11.0% |
$125K - $190K
|
31.8K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 62.96% |
$540 - $822
|
44
$2.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
679+ 8.51% |
$21.6K - $32.8K
|
8.66K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.38M - $2.09M
|
43.3K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-50K- 50.0% |
$1.59M - $2.42M
|
50K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.67% |
$1.75K - $2.66K
|
8.28K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.7KNew |
$403K - $613K
|
12.7K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185- 3.02% |
$5.88K - $8.95K
|
5.93K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.4KNew |
$332K - $505K
|
10.4K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$351K - $534K
|
11.1K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
804KNew |
$25.5M - $38.9M
|
804K
$38.5M
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-305K- 64.91% |
$9.68M - $14.7M
|
165K
$7.89M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.92K- 39.02% |
$283K - $431K
|
13.9K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-7.68K- 98.05% |
$244K - $371K
|
153
$7.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
722+ 10.78% |
$22.9K - $34.9K
|
7.42K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-10.5K- 22.97% |
$333K - $507K
|
35.2K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
25K+ 24.22% |
$794K - $1.21M
|
128K
$6.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.6KNew |
$686K - $1.04M
|
21.6K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.1KNew |
$764K - $1.16M
|
24.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$953 - $1.45K
|
30
$1.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.1KNew |
$194K - $295K
|
6.1K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.26K+ 29.05% |
$71.8K - $109K
|
10K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-101K- 82.84% |
$3.21M - $4.88M
|
20.9K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
19.4KNew |
$616K - $938K
|
19.4K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$464K - $707K
|
14.6K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
26.8KNew |
$851K - $1.3M
|
26.8K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
63KNew |
$2M - $3.05M
|
63K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-23.9K- 10.9% |
$759K - $1.16M
|
195K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
802+ 7.6% |
$25.5K - $38.8K
|
11.4K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-66.3K- 90.07% |
$2.11M - $3.21M
|
7.31K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14.6KNew |
$462K - $704K
|
14.6K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$664K - $1.01M
|
20.9K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.4KNew |
$490K - $746K
|
15.4K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
76.3K+ 1603.26% |
$2.42M - $3.69M
|
81K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
751+ 14.04% |
$23.9K - $36.3K
|
6.1K
$292K
|
|