Purchases and Sales Made in Q1 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q1 2024. 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 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
26.4KNew |
$999K - $1.33M
|
26.4K
$724K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$650K - $865K
|
17.2K
$471K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.1KNew |
$649K - $864K
|
17.1K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 24.72% |
$645K - $858K
|
85.8K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16.8KNew |
$636K - $846K
|
16.8K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.3K+ 70.34% |
$618K - $822K
|
39.5K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15.5K+ 1347.04% |
$587K - $782K
|
16.6K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15K+ 16.21% |
$569K - $757K
|
108K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$554K - $737K
|
14.6K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 15.32% |
$547K - $728K
|
109K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.3K+ 41.19% |
$542K - $721K
|
49K
$1.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5K+ 166.31% |
$511K - $679K
|
21.6K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.9KNew |
$413K - $549K
|
10.9K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$400K - $532K
|
10.6K
$290K
|
|
|
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 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.26K+ 36.06% |
$351K - $467K
|
35K
$960K
|
|
|
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 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
8.37K+ 181.72% |
$317K - $422K
|
13K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.21K+ 25.19% |
$311K - $414K
|
40.8K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.14KNew |
$309K - $411K
|
8.14K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
8.1KNew |
$307K - $409K
|
8.1K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.1KNew |
$307K - $409K
|
8.1K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.98KNew |
$302K - $402K
|
7.98K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7.83KNew |
$297K - $395K
|
7.83K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.78KNew |
$295K - $393K
|
7.78K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.3K+ 88.36% |
$277K - $368K
|
15.6K
$428K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
7.3K+ 60.83% |
$277K - $368K
|
19.3K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.3KNew |
$277K - $368K
|
7.3K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.11K+ 41.17% |
$270K - $359K
|
24.4K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.7K+ 136.73% |
$254K - $338K
|
11.6K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.7KNew |
$254K - $338K
|
6.7K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
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
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.2K+ 124.0% |
$235K - $313K
|
11.2K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.12KNew |
$232K - $309K
|
6.12K
$168K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.89K+ 57.6% |
$223K - $297K
|
16.1K
$443K
|
|
|
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 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.26K+ 86.26% |
$200K - $266K
|
11.4K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.2KNew |
$197K - $262K
|
5.2K
$143K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
5.13KNew |
$194K - $259K
|
5.13K
$141K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.07KNew |
$192K - $256K
|
5.07K
$139K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.02KNew |
$190K - $253K
|
5.02K
$138K
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
5KNew |
$190K - $252K
|
5K
$137K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 41.53% |
$169K - $225K
|
15.2K
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.43KNew |
$168K - $223K
|
4.43K
$122K
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
4.4K+ 7.03% |
$167K - $222K
|
67K
$1.84M
|