Purchases and Sales Made in Q2 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 105.11% |
$520K - $791K
|
31.9K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.4KNew |
$490K - $746K
|
15.4K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$464K - $707K
|
14.6K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$463K - $704K
|
14.6K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14.6KNew |
$462K - $704K
|
14.6K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
14.5KNew |
$460K - $701K
|
14.5K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13.4K+ 117.94% |
$426K - $648K
|
24.8K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.7KNew |
$403K - $613K
|
12.7K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1K+ 15.79% |
$351K - $535K
|
81.1K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$351K - $534K
|
11.1K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6K+ 10.9% |
$337K - $513K
|
108K
$2.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 51.06% |
$333K - $507K
|
31K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.4KNew |
$332K - $505K
|
10.4K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
10KNew |
$318K - $484K
|
10K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10KNew |
$318K - $484K
|
10K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
9.3KNew |
$295K - $450K
|
9.3K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.15K+ 110.93% |
$291K - $443K
|
17.4K
$445K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.13K+ 23.13% |
$290K - $442K
|
48.6K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.67K+ 3.19% |
$275K - $419K
|
280K
$7.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.42K+ 24.08% |
$267K - $407K
|
43.4K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
BUY
|
- |
8.4KNew |
$267K - $406K
|
8.4K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.51K+ 146.44% |
$239K - $363K
|
12.6K
$323K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
7.4K+ 36.12% |
$235K - $358K
|
27.9K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
6.76K+ 57.26% |
$215K - $327K
|
18.6K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.73KNew |
$214K - $325K
|
6.73K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.67KNew |
$212K - $323K
|
6.67K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.17K+ 85.26% |
$196K - $298K
|
13.4K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 40.16% |
$194K - $295K
|
21.3K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.1KNew |
$194K - $295K
|
6.1K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.59K+ 203.83% |
$177K - $270K
|
8.33K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.55K+ 2.87% |
$176K - $268K
|
199K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.48K+ 5.97% |
$174K - $265K
|
97.2K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.43K+ 908.7% |
$173K - $263K
|
6.03K
$154K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
5.26K+ 114.32% |
$167K - $254K
|
9.86K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.15K+ 47.95% |
$163K - $249K
|
15.9K
$406K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.88K+ 2215.91% |
$155K - $236K
|
5.1K
$130K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.56K+ 18.69% |
$145K - $220K
|
28.9K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5KNew |
$143K - $218K
|
4.5K
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.43KNew |
$141K - $214K
|
4.43K
$113K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.27K+ 19.8% |
$136K - $207K
|
25.8K
$661K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.88K+ 4.52% |
$123K - $188K
|
89.7K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.7K+ 10.81% |
$118K - $179K
|
37.9K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.64K+ 13.09% |
$116K - $176K
|
31.5K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.62K+ 7.39% |
$115K - $175K
|
52.6K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.53K+ 69.76% |
$112K - $171K
|
8.6K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$107K - $163K
|
3.38K
$86.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.12K+ 8.0% |
$99K - $151K
|
42.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
3K+ 60.0% |
$95.3K - $145K
|
8K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 147.6% |
$92.8K - $141K
|
4.9K
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.79K+ 16.62% |
$88.5K - $135K
|
19.6K
$500K
|