Purchases and Sales Made in Q1 2025 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q1 2025. 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 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
352+ 35200.0% |
$7.1K - $11.8K
|
353
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
$6.85K - $11.4K
|
340
$16.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
258New |
$5.2K - $8.64K
|
258
$12.4K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
255New |
$5.14K - $8.54K
|
255
$12.2K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
252New |
$5.08K - $8.44K
|
252
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
252+ 2.88% |
$5.08K - $8.44K
|
9.01K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 23.09% |
$4.03K - $6.7K
|
1.07K
$51.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
200New |
$4.03K - $6.7K
|
200
$9.58K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
187+ 1.56% |
$3.77K - $6.26K
|
12.2K
$584K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
169+ 31.65% |
$3.41K - $5.66K
|
703
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162+ 490.91% |
$3.27K - $5.43K
|
195
$9.34K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
150New |
$3.02K - $5.03K
|
150
$7.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 1.05% |
$2.72K - $4.52K
|
13K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
104+ 13.25% |
$2.1K - $3.48K
|
889
$42.6K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
100New |
$2.02K - $3.35K
|
100
$4.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$2.02K - $3.35K
|
200
$9.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
97New |
$1.96K - $3.25K
|
97
$4.65K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
82+ 82.0% |
$1.65K - $2.75K
|
182
$8.72K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
77New |
$1.55K - $2.58K
|
77
$3.69K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 59.38% |
$1.53K - $2.55K
|
204
$9.77K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
70New |
$1.41K - $2.35K
|
70
$3.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 209.68% |
$1.31K - $2.18K
|
96
$4.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
40New |
$806 - $1.34K
|
40
$1.92K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
40New |
$806 - $1.34K
|
40
$1.92K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
39+ 35.14% |
$786 - $1.31K
|
150
$7.19K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$746 - $1.24K
|
37
$1.77K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$726 - $1.21K
|
36
$1.72K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35New |
$706 - $1.17K
|
35
$1.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$645 - $1.07K
|
32
$1.53K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$403 - $670
|
20
$958
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 6.99% |
$202 - $335
|
153
$7.33K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$101 - $168
|
5
$240
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$60.5 - $101
|
3
$144
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 50.0% |
$20.2 - $33.5
|
1
$47.9
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3- 4.23% |
$60.5 - $101
|
68
$3.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9- 13.85% |
$181 - $302
|
56
$2.68K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 0.54% |
$202 - $335
|
1.85K
$88.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 2.04% |
$504 - $838
|
1.2K
$57.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 2.73% |
$806 - $1.34K
|
1.42K
$68.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 50.0% |
$1.01K - $1.68K
|
50
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-279- 0.25% |
$5.62K - $9.35K
|
110K
$5.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-391- 62.06% |
$7.88K - $13.1K
|
239
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-556- 4.92% |
$11.2K - $18.6K
|
10.7K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 54.82% |
$15.1K - $25.1K
|
618
$29.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-900- 7.29% |
$18.1K - $30.2K
|
11.5K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.21K- 1.45% |
$24.4K - $40.5K
|
82K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.35K- 95.05% |
$27.1K - $45.1K
|
70
$3.35K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.12K- 32.61% |
$42.7K - $70.9K
|
4.37K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.3K- 30.18% |
$46.4K - $77.1K
|
5.32K
$255K
|