Purchases and Sales Made in Q1 2023 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q1 2023. The information is specifically focused on institutions that hold shares of Symbotic Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Softbank Group Corp
Minato Ku Tokyo, M0 |
BUY
|
- |
20M+ 1000.0% |
$241M - $459M
|
22M
$585M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.17M+ 857.63% |
$14.1M - $26.8M
|
1.3M
$34.7M
|
|
May 15, 2023
Q1 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
697K+ 202.29% |
$8.39M - $16M
|
1.04M
$27.7M
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
609KNew |
$7.34M - $14M
|
609K
$16.2M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
570KNew |
$6.87M - $13.1M
|
570K
$15.2M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
431KNew |
$5.19M - $9.89M
|
431K
$11.4M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
286KNew |
$3.45M - $6.57M
|
286K
$7.61M
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
217KNew |
$2.61M - $4.99M
|
217K
$5.77M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
179K+ 54.06% |
$2.15M - $4.1M
|
509K
$13.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169K+ 94.55% |
$2.03M - $3.88M
|
348K
$9.24M
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
159K+ 21.05% |
$1.91M - $3.65M
|
914K
$24.3M
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
157KNew |
$1.89M - $3.6M
|
157K
$4.17M
|
|
May 12, 2023
Q1 2023
|
S Squared Technology, LLC
New York, NY |
BUY
|
- |
130KNew |
$1.57M - $2.99M
|
130K
$3.46M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
110KNew |
$1.32M - $2.52M
|
110K
$2.92M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
72.7KNew |
$875K - $1.67M
|
72.7K
$1.93M
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
69.1KNew |
$832K - $1.59M
|
69.1K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.5KNew |
$680K - $1.3M
|
56.5K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
55.1K+ 38.97% |
$664K - $1.27M
|
197K
$5.23M
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
38.9KNew |
$468K - $894K
|
38.9K
$1.03M
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
38K+ 197.81% |
$458K - $873K
|
57.2K
$1.52M
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
BUY
|
- |
32KNew |
$385K - $735K
|
32K
$851K
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
32KNew |
$385K - $735K
|
32K
$851K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.3KNew |
$341K - $651K
|
28.3K
$753K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.9K+ 4237.26% |
$264K - $504K
|
22.5K
$597K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.8KNew |
$263K - $501K
|
21.8K
$580K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
15.5KNew |
$187K - $356K
|
15.5K
$412K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.1K+ 94.58% |
$182K - $347K
|
31.1K
$826K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
14.9K+ 41.74% |
$179K - $342K
|
50.6K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 309.6% |
$164K - $313K
|
18K
$479K
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.4KNew |
$161K - $308K
|
13.4K
$356K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
13KNew |
$157K - $299K
|
13K
$347K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11KNew |
$132K - $252K
|
11K
$291K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1KNew |
$121K - $231K
|
10.1K
$268K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.92KNew |
$119K - $228K
|
9.92K
$264K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.9KNew |
$119K - $227K
|
9.9K
$263K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$107K - $204K
|
8.9K
$237K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8K+ 69.57% |
$96.3K - $184K
|
19.5K
$518K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.67K+ 140.81% |
$68.2K - $130K
|
9.69K
$258K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.73KNew |
$57K - $109K
|
4.73K
$126K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.81KNew |
$45.8K - $87.4K
|
3.81K
$101K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.52KNew |
$30.4K - $58K
|
2.52K
$67.1K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41K+ 1412.0% |
$17K - $32.4K
|
1.51K
$40.2K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.2K+ 8.39% |
$14.4K - $27.6K
|
15.5K
$412K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$12K - $23K
|
1K
$26.6K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
859+ 4.54% |
$10.3K - $19.7K
|
19.8K
$526K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
653New |
$7.86K - $15K
|
653
$17.4K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
427+ 124.85% |
$5.14K - $9.81K
|
769
$20.4K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
382New |
$4.6K - $8.77K
|
382
$10.2K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
310New |
$3.73K - $7.12K
|
310
$8.24K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
283New |
$3.41K - $6.5K
|
283
$7.52K
|