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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$953 - $1.45K
|
30
$824
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.37% |
$794 - $1.21K
|
1.08K
$29.7K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 62.96% |
$540 - $822
|
44
$1.21K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
400KNew |
$15.2M - $20.2M
|
400K
$11M
|
|
May 15, 2024
Q1 2024
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
126KNew |
$4.78M - $6.36M
|
126K
$3.47M
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
105KNew |
$3.99M - $5.31M
|
105K
$2.89M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
76.4KNew |
$2.9M - $3.86M
|
76.4K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.5KNew |
$1.54M - $2.04M
|
40.5K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31.5K+ 50.0% |
$1.19M - $1.59M
|
94.5K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
26.7K+ 45.56% |
$1.01M - $1.35M
|
85.3K
$2.34M
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15K+ 16.21% |
$569K - $757K
|
108K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
10.2KNew |
$388K - $517K
|
10.2K
$281K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.41KNew |
$357K - $475K
|
9.41K
$258K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.4K+ 42.74% |
$356K - $474K
|
31.4K
$863K
|
|
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
$249K
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
8.1KNew |
$307K - $409K
|
8.1K
$223K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.3KNew |
$277K - $368K
|
7.3K
$201K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.7KNew |
$254K - $338K
|
6.7K
$184K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5KNew |
$246K - $328K
|
6.5K
$179K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.27KNew |
$238K - $317K
|
6.27K
$172K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
6KNew |
$227K - $303K
|
6K
$165K
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.78KNew |
$219K - $292K
|
5.78K
$159K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.49KNew |
$208K - $277K
|
5.49K
$151K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.02KNew |
$190K - $253K
|
5.02K
$138K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.18K+ 52.85% |
$121K - $160K
|
9.19K
$253K
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$94.8K - $126K
|
2.5K
$68.7K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1.5KNew |
$56.9K - $75.7K
|
1.5K
$41.2K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$45.6K - $60.7K
|
1.2K
$33.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
841+ 11.17% |
$31.9K - $42.4K
|
8.37K
$230K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
521New |
$19.8K - $26.3K
|
521
$14.3K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$19K - $25.2K
|
500
$13.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
471+ 10.18% |
$17.9K - $23.8K
|
5.1K
$140K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
304New |
$11.5K - $15.3K
|
304
$8.35K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$11.4K - $15.1K
|
300
$8.24K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
287+ 455.56% |
$10.9K - $14.5K
|
350
$9.62K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
200+ 4.0% |
$7.58K - $10.1K
|
5.2K
$143K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$5.69K - $7.57K
|
150
$4.12K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.79K - $5.05K
|
100
$2.75K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
92+ 1.77% |
$3.49K - $4.64K
|
5.3K
$146K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 66.67% |
$1.9K - $2.52K
|
125
$3.44K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38New |
$1.44K - $1.92K
|
38
$1.04K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
22New |
$834 - $1.11K
|
22
$605
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$190 - $252
|
5
$137
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$190 - $252
|
5
$137
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
691K+ 189.55% |
$21.5M - $40.2M
|
1.06M
$29M
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
CALL |
320KNew |
$9.99M - $18.6M
|
320K
$8.8M
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
87.1KNew |
$2.72M - $5.07M
|
87.1K
$2.39M
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
62.5KNew |
$1.95M - $3.64M
|
62.5K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51K+ 61.3% |
$1.59M - $2.97M
|
134K
$3.69M
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
37.6KNew |
$1.17M - $2.19M
|
37.6K
$1.03M
|