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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
33.7KNew |
$602K - $1.4M
|
33.7K
$1.61M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
32K+ 20.89% |
$572K - $1.33M
|
185K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
25.5KNew |
$456K - $1.06M
|
25.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21.1K+ 55.71% |
$377K - $876K
|
59.1K
$2.83M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
20KNew |
$357K - $829K
|
20K
$958K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19KNew |
$340K - $788K
|
19K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$228K - $528K
|
12.8K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.6KNew |
$207K - $481K
|
11.6K
$556K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.2KNew |
$200K - $464K
|
11.2K
$537K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
10.1K+ 54.6% |
$180K - $419K
|
28.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$180K - $418K
|
10.1K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.97KNew |
$160K - $372K
|
8.97K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 76.56% |
$102K - $236K
|
13.1K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 64.09% |
$76.4K - $177K
|
11K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
2K+ 25.0% |
$35.7K - $82.9K
|
10K
$479K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2KNew |
$35.7K - $82.9K
|
2K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.66K+ 89.93% |
$29.7K - $68.8K
|
3.51K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 501.7% |
$26.3K - $61.1K
|
1.77K
$84.8K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.4K+ 31.11% |
$25K - $58K
|
5.9K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1KNew |
$17.9K - $41.6K
|
1K
$48.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$14.3K - $33.2K
|
800
$38.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 50.0% |
$8.93K - $20.7K
|
1.5K
$71.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$7.14K - $16.6K
|
400
$19.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204New |
$3.64K - $8.45K
|
204
$9.77K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
125New |
$2.23K - $5.18K
|
125
$5.99K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$1.79K - $4.14K
|
100
$4.79K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40New |
$714 - $1.66K
|
40
$1.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$447 - $1.04K
|
25
$1.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24New |
$429 - $995
|
24
$1.15K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
17New |
$304 - $704
|
17
$814
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$144
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$144
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$47.9
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$47.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
804KNew |
$25.5M - $38.9M
|
804K
$38.5M
|
|
|
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
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
76.3K+ 1603.26% |
$2.42M - $3.69M
|
81K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
63KNew |
$2M - $3.05M
|
63K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
49.1KNew |
$1.56M - $2.38M
|
49.1K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.38M - $2.09M
|
43.3K
$2.08M
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
BUY
|
- |
28KNew |
$890K - $1.35M
|
28K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
26.8KNew |
$851K - $1.3M
|
26.8K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
26.6KNew |
$844K - $1.28M
|
26.6K
$1.27M
|
|
|
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
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.1KNew |
$764K - $1.16M
|
24.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.6KNew |
$686K - $1.04M
|
21.6K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$664K - $1.01M
|
20.9K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
19.4KNew |
$616K - $938K
|
19.4K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.4KNew |
$490K - $746K
|
15.4K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$464K - $707K
|
14.6K
$700K
|
|