Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
314
shares
|
$12,120
0.0% of portfolio
|
Q3 2024
Reduced 72.72%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
310
shares
|
$11,966
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
254
shares
|
$9,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
204
shares
|
$7,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$7,720
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
195
shares
|
$7,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
191
shares
|
$7,372
0.0% of portfolio
|
Q3 2024
Reduced 43.99%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
125
shares
|
$4,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
112
shares
|
$4,323
0.0% of portfolio
|
Q2 2024
Added 833.33%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
101
shares
|
$3,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
86
shares
|
$3,319
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
72
shares
|
$2,779
0.0% of portfolio
|
Q3 2024
Added 118.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
69
shares
|
$2,663
0.0% of portfolio
|
Q2 2024
Added 762.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
66
shares
|
$2,547
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
51
shares
|
$1,968
0.0% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$1,930
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
44
shares
|
$1,698
0.0% of portfolio
|
Q2 2024
Added 62.96%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
40
shares
|
$1,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
25
shares
|
$965
0.0% of portfolio
|
Q3 2024
New holding
|