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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
3.1KNew |
$98.5K - $150K
|
3.1K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
101New |
$3.21K - $4.88K
|
101
$4.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
267K+ 37.36% |
$8.47M - $12.9M
|
980K
$47M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
728+ 87.71% |
$23.1K - $35.2K
|
1.56K
$74.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 147.6% |
$92.8K - $141K
|
4.9K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-58- 0.97% |
$1.84K - $2.8K
|
5.93K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
10KNew |
$318K - $484K
|
10K
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.43KNew |
$141K - $214K
|
4.43K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-900- 9.24% |
$28.6K - $43.5K
|
8.84K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$1.91K - $2.9K
|
60
$2.87K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 15.2% |
$2.41K - $3.68K
|
576
$27.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
300+ 12.5% |
$9.53K - $14.5K
|
2.7K
$129K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10KNew |
$318K - $484K
|
10K
$479K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$7.02K - $10.7K
|
221
$10.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 137.5% |
$1.75K - $2.66K
|
95
$4.55K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
49.1KNew |
$1.56M - $2.38M
|
49.1K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.64K+ 13.09% |
$116K - $176K
|
31.5K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
BUY
|
- |
8.4KNew |
$267K - $406K
|
8.4K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.73KNew |
$214K - $325K
|
6.73K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
310+ 22.43% |
$9.85K - $15K
|
1.69K
$81.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.37% |
$794 - $1.21K
|
1.08K
$51.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
254New |
$8.07K - $12.3K
|
254
$12.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 833.33% |
$3.18K - $4.84K
|
112
$5.37K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.37KNew |
$75.2K - $114K
|
2.37K
$113K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
910New |
$28.9K - $44K
|
910
$43.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
1KNew |
$31.8K - $48.4K
|
1K
$47.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
479New |
$15.2K - $23.2K
|
479
$22.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
26.6KNew |
$844K - $1.28M
|
26.6K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$3.18K - $4.84K
|
100
$4.79K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
BUY
|
- |
28KNew |
$890K - $1.35M
|
28K
$1.34M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200New |
$7.58K - $10.1K
|
200
$9.58K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 66.67% |
$1.9K - $2.52K
|
125
$5.99K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-500- 0.63% |
$19K - $25.2K
|
79.3K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.78KNew |
$219K - $292K
|
5.78K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.5KNew |
$1.54M - $2.04M
|
40.5K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.06KNew |
$344K - $457K
|
9.06K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-210K- 89.1% |
$7.97M - $10.6M
|
25.7K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.3KNew |
$277K - $368K
|
7.3K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
126KNew |
$4.78M - $6.36M
|
126K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
92+ 1.77% |
$3.49K - $4.64K
|
5.3K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15K+ 16.21% |
$569K - $757K
|
108K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
400KNew |
$15.2M - $20.2M
|
400K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$94.8K - $126K
|
2.5K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
76.4KNew |
$2.9M - $3.86M
|
76.4K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
26.7K+ 45.56% |
$1.01M - $1.35M
|
85.3K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.19K- 16.47% |
$45.1K - $60K
|
6.04K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-129K- 90.5% |
$4.88M - $6.49M
|
13.5K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.29K- 61.57% |
$125K - $166K
|
2.06K
$98.5K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
521New |
$19.8K - $26.3K
|
521
$25K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
105KNew |
$3.99M - $5.31M
|
105K
$5.04M
|
|