Purchases and Sales Made in Q2 2023 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.3K+ 548.61% |
$192K - $425K
|
9.81K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.18KNew |
$190K - $419K
|
8.18K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.62KNew |
$177K - $390K
|
7.62K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.52KNew |
$174K - $385K
|
7.52K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.44KNew |
$172K - $381K
|
7.44K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.41KNew |
$172K - $379K
|
7.41K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.4KNew |
$172K - $379K
|
7.4K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.37KNew |
$148K - $326K
|
6.37K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6KNew |
$139K - $307K
|
6K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.94K+ 19.1% |
$138K - $304K
|
37K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5.5KNew |
$127K - $282K
|
5.5K
$184K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
5.5KNew |
$127K - $282K
|
5.5K
$184K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$123K - $272K
|
5.31K
$177K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.2KNew |
$121K - $266K
|
5.2K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.05KNew |
$117K - $259K
|
5.05K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$116K - $256K
|
5K
$167K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5KNew |
$116K - $256K
|
5K
$167K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.98K+ 49.38% |
$115K - $255K
|
15.1K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
4.5KNew |
$104K - $230K
|
4.5K
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.48KNew |
$104K - $229K
|
4.48K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
4.32K+ 11.11% |
$100K - $221K
|
43.2K
$1.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.88KNew |
$90K - $199K
|
3.88K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.58K+ 32.71% |
$83.1K - $184K
|
14.5K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.28K+ 1304.78% |
$75.9K - $168K
|
3.53K
$118K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.71K+ 67650.0% |
$62.7K - $139K
|
2.71K
$90.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
901New |
$20.9K - $46.1K
|
901
$30.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 2.5% |
$18.5K - $41K
|
32.8K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
604+ 78.54% |
$14K - $30.9K
|
1.37K
$45.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
435New |
$10.1K - $22.3K
|
435
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
420+ 30.86% |
$9.74K - $21.5K
|
1.78K
$59.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
404+ 19.96% |
$9.36K - $20.7K
|
2.43K
$81.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
301+ 46.09% |
$6.98K - $15.4K
|
954
$31.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
294New |
$6.81K - $15.1K
|
294
$9.83K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
250+ 71.43% |
$5.8K - $12.8K
|
600
$20.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232+ 23.2% |
$5.38K - $11.9K
|
1.23K
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
223New |
$5.17K - $11.4K
|
223
$7.45K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220New |
$5.1K - $11.3K
|
220
$7.35K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
205+ 1.57% |
$4.75K - $10.5K
|
13.2K
$443K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$4.64K - $10.2K
|
200
$6.69K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
190New |
$4.4K - $9.73K
|
190
$6.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
180+ 47.12% |
$4.17K - $9.22K
|
562
$18.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 100.0% |
$2.32K - $5.12K
|
200
$6.69K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 0.96% |
$2.2K - $4.87K
|
10K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50New |
$1.16K - $2.56K
|
50
$1.67K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
45New |
$1.04K - $2.3K
|
45
$1.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-158- 55.83% |
$3.66K - $8.09K
|
125
$4.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290- 1.02% |
$6.72K - $14.9K
|
28K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-532- 0.27% |
$12.3K - $27.2K
|
196K
$6.56M
|