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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$5.69K - $7.57K
|
150
$3.87K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
111+ 8.42% |
$4.21K - $5.6K
|
1.43K
$36.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.79K - $5.05K
|
100
$2.58K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
92+ 1.77% |
$3.49K - $4.64K
|
5.3K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91New |
$3.45K - $4.59K
|
91
$2.35K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
80+ 1.77% |
$3.03K - $4.04K
|
4.6K
$119K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 66.67% |
$1.9K - $2.52K
|
125
$3.22K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
40New |
$1.52K - $2.02K
|
40
$1.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38New |
$1.44K - $1.92K
|
38
$980
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
27New |
$1.02K - $1.36K
|
27
$696
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$1.02K - $1.36K
|
27
$696
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
22New |
$834 - $1.11K
|
22
$567
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
22+ 0.19% |
$834 - $1.11K
|
11.8K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
18+ 0.22% |
$682 - $908
|
8.25K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.22% |
$493 - $656
|
6.02K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12New |
$455 - $605
|
12
$309
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8New |
$303 - $404
|
8
$206
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$190 - $252
|
5
$129
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$190 - $252
|
5
$129
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4+ 6.25% |
$152 - $202
|
68
$1.75K
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.06% |
$114 - $151
|
4.76K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-75- 6.12% |
$2.84K - $3.78K
|
1.15K
$29.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-193- 3.12% |
$7.32K - $9.74K
|
5.99K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-654- 4.48% |
$24.8K - $33K
|
13.9K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-849- 3.24% |
$32.2K - $42.8K
|
25.3K
$654K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.01K- 61.21% |
$38.3K - $51K
|
640
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.19K- 16.47% |
$45.1K - $60K
|
6.04K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 10.9% |
$81.3K - $108K
|
17.5K
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.61K- 31.44% |
$98.8K - $132K
|
5.69K
$147K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.72K- 10.62% |
$103K - $137K
|
22.9K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.29K- 61.57% |
$125K - $166K
|
2.06K
$53K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.34K- 98.82% |
$127K - $168K
|
40
$1.03K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.88K- 4.33% |
$147K - $196K
|
85.8K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.48K- 96.66% |
$170K - $226K
|
155
$4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.11K- 32.27% |
$194K - $258K
|
10.7K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.81K- 90.66% |
$220K - $293K
|
598
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 96.85% |
$534K - $711K
|
458
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20.6K- 52.73% |
$782K - $1.04M
|
18.5K
$477K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 53.41% |
$892K - $1.19M
|
20.5K
$529K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.8K- 8.43% |
$978K - $1.3M
|
280K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.8K- 8.43% |
$978K - $1.3M
|
280K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-76.3K- 25.81% |
$2.89M - $3.85M
|
219K
$5.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-94.9K- 23.1% |
$3.6M - $4.79M
|
316K
$8.15M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-96.5K- 59.72% |
$3.66M - $4.87M
|
65.1K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-108K- 93.72% |
$4.09M - $5.45M
|
7.23K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-116K- 79.18% |
$4.41M - $5.87M
|
30.6K
$789K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-119K- 17.28% |
$4.5M - $5.99M
|
569K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-129K- 90.5% |
$4.88M - $6.49M
|
13.5K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162K- 72.31% |
$6.15M - $8.19M
|
62.1K
$1.6M
|