Latest Institutional Purchases of Symbotic Inc. (SYM)
This list provides information on the latest institutional transactions involving Symbotic Inc. (SYM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1K+ 54.8% |
$42.3K - $70.4K
|
5.93K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 408.2% |
$42.1K - $70K
|
2.6K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
2.06KNew |
$41.5K - $68.9K
|
2.06K
$98.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 3.73% |
$36.6K - $60.8K
|
50.5K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$30.7K - $51.1K
|
1.53K
$73.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.48K+ 41.45% |
$29.8K - $49.5K
|
5.04K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.39K+ 53.56% |
$28.1K - $46.7K
|
3.99K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 10.2% |
$26.8K - $44.5K
|
14.4K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.17KNew |
$23.5K - $39K
|
1.17K
$55.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1K+ 19.9% |
$22.2K - $36.9K
|
6.63K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 8.04% |
$20.4K - $33.9K
|
13.6K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
757+ 4.6% |
$15.3K - $25.4K
|
17.2K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.86% |
$14.1K - $23.5K
|
82.4K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
596New |
$12K - $20K
|
596
$28.6K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
457+ 0.2% |
$9.21K - $15.3K
|
231K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
437New |
$8.81K - $14.6K
|
437
$20.9K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
397+ 4.7% |
$8K - $13.3K
|
8.84K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
386New |
$7.78K - $12.9K
|
386
$18.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
352+ 35200.0% |
$7.1K - $11.8K
|
353
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
$6.85K - $11.4K
|
340
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
255New |
$5.14K - $8.54K
|
255
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
252+ 2.88% |
$5.08K - $8.44K
|
9.01K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
252New |
$5.08K - $8.44K
|
252
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 23.09% |
$4.03K - $6.7K
|
1.07K
$51.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
200New |
$4.03K - $6.7K
|
200
$9.58K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
187+ 1.56% |
$3.77K - $6.26K
|
12.2K
$584K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
169+ 31.65% |
$3.41K - $5.66K
|
703
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162+ 490.91% |
$3.27K - $5.43K
|
195
$9.34K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
150New |
$3.02K - $5.03K
|
150
$7.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 1.05% |
$2.72K - $4.52K
|
13K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
104+ 13.25% |
$2.1K - $3.48K
|
889
$42.6K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
100New |
$2.02K - $3.35K
|
100
$4.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$2.02K - $3.35K
|
200
$9.58K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
82+ 82.0% |
$1.65K - $2.75K
|
182
$8.72K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
77New |
$1.55K - $2.58K
|
77
$3.69K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 59.38% |
$1.53K - $2.55K
|
204
$9.77K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
70New |
$1.41K - $2.35K
|
70
$3.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 209.68% |
$1.31K - $2.18K
|
96
$4.6K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
39+ 35.14% |
$786 - $1.31K
|
150
$7.19K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$746 - $1.24K
|
37
$1.77K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$726 - $1.21K
|
36
$1.72K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35New |
$706 - $1.17K
|
35
$1.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$645 - $1.07K
|
32
$1.53K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$403 - $670
|
20
$958
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 6.99% |
$202 - $335
|
153
$7.33K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$101 - $168
|
5
$240
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$60.5 - $101
|
3
$144
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
187KNew |
$4.26M - $7.26M
|
187K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
175KNew |
$3.97M - $6.77M
|
175K
$8.37M
|
|