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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.18K+ 52.85% |
$121K - $160K
|
9.19K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$45.6K - $60.7K
|
1.2K
$57.7K
|
|
|
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
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-129K- 90.5% |
$4.88M - $6.49M
|
13.5K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
471+ 10.18% |
$17.9K - $23.8K
|
5.1K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
841+ 11.17% |
$31.9K - $42.4K
|
8.37K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$190 - $252
|
5
$240
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-96.5K- 59.72% |
$3.66M - $4.87M
|
65.1K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
6KNew |
$227K - $303K
|
6K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.4K+ 42.74% |
$356K - $474K
|
31.4K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.27KNew |
$238K - $317K
|
6.27K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-1.5K- 12.82% |
$56.9K - $75.7K
|
10.2K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$190 - $252
|
5
$240
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5KNew |
$246K - $328K
|
6.5K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
8.1KNew |
$307K - $409K
|
8.1K
$388K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1.5KNew |
$56.9K - $75.7K
|
1.5K
$71.9K
|
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31.5K+ 50.0% |
$1.19M - $1.59M
|
94.5K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.02KNew |
$190K - $253K
|
5.02K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38New |
$1.44K - $1.92K
|
38
$1.82K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$19K - $25.2K
|
500
$24K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
200+ 4.0% |
$7.58K - $10.1K
|
5.2K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.49KNew |
$208K - $277K
|
5.49K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-51K- 82.79% |
$1.93M - $2.57M
|
10.6K
$508K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.61K- 31.44% |
$98.8K - $132K
|
5.69K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$5.69K - $7.57K
|
150
$7.19K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-279K- 57.57% |
$8.7M - $16.2M
|
205K
$9.85M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
87.1KNew |
$2.72M - $5.07M
|
87.1K
$4.17M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.89K- 30.98% |
$58.9K - $110K
|
4.21K
$202K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
74New |
$2.31K - $4.31K
|
74
$3.55K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$9.36K - $17.5K
|
300
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$340K - $634K
|
10.9K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$281 - $524
|
9
$431
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
29KNew |
$905K - $1.69M
|
29K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
18.3KNew |
$571K - $1.07M
|
18.3K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51K+ 61.3% |
$1.59M - $2.97M
|
134K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
37.6KNew |
$1.17M - $2.19M
|
37.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
20KNew |
$624K - $1.16M
|
20K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.9KNew |
$184K - $343K
|
5.9K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-5K- 53.76% |
$156K - $291K
|
4.3K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.64KNew |
$176K - $328K
|
5.64K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
17.5KNew |
$546K - $1.02M
|
17.5K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
500New |
$15.6K - $29.1K
|
500
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
CALL |
320KNew |
$9.99M - $18.6M
|
320K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-77.7K- 56.59% |
$2.42M - $4.52M
|
59.6K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
691K+ 189.55% |
$21.5M - $40.2M
|
1.06M
$50.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6KNew |
$187K - $349K
|
6K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
14K+ 147.37% |
$437K - $815K
|
23.5K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
62.5KNew |
$1.95M - $3.64M
|
62.5K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$31.2K - $58.2K
|
1K
$47.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$35.3K - $65.9K
|
1.13K
$54.3K
|
|