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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 391.85% |
$79.4K - $121K
|
3.14K
$80.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.37KNew |
$75.2K - $114K
|
2.37K
$60.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.26K+ 29.05% |
$71.8K - $109K
|
10K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05K+ 21.82% |
$65.1K - $99K
|
11.4K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.85KNew |
$58.7K - $89.3K
|
1.85K
$47.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.42K+ 109.46% |
$45.2K - $68.8K
|
2.72K
$69.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.39K+ 85.91% |
$44.2K - $67.2K
|
3.01K
$77K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.27K+ 7.65% |
$40.4K - $61.6K
|
17.9K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$39.7K - $60.4K
|
1.25K
$32K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.17KNew |
$37K - $56.3K
|
1.17K
$29.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.16K+ 1.19% |
$36.8K - $56K
|
98.7K
$2.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.13K+ 21.82% |
$35.9K - $54.6K
|
6.31K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.11K+ 55.22% |
$35.1K - $53.4K
|
3.11K
$79.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
910New |
$28.9K - $44K
|
910
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
802+ 7.6% |
$25.5K - $38.8K
|
11.4K
$291K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
800+ 4.15% |
$25.4K - $38.7K
|
20.1K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
751+ 14.04% |
$23.9K - $36.3K
|
6.1K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
728+ 87.71% |
$23.1K - $35.2K
|
1.56K
$39.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
722+ 10.78% |
$22.9K - $34.9K
|
7.42K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
679+ 8.51% |
$21.6K - $32.8K
|
8.66K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
656+ 14.12% |
$20.8K - $31.7K
|
5.3K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
606+ 132.31% |
$19.3K - $29.3K
|
1.06K
$27.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
590+ 4.23% |
$18.7K - $28.5K
|
14.5K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
541New |
$17.2K - $26.2K
|
541
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
508+ 8.44% |
$16.1K - $24.6K
|
6.53K
$167K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
479New |
$15.2K - $23.2K
|
479
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 31.82% |
$11.1K - $16.9K
|
1.45K
$37.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
328+ 3.48% |
$10.4K - $15.9K
|
9.77K
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
310+ 22.43% |
$9.85K - $15K
|
1.69K
$43.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
300+ 12.5% |
$9.53K - $14.5K
|
2.7K
$69.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
254New |
$8.07K - $12.3K
|
254
$6.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$7.02K - $10.7K
|
221
$5.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
186+ 120.0% |
$5.91K - $8.99K
|
341
$8.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
185+ 1.0% |
$5.88K - $8.95K
|
18.7K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 8.93% |
$5.24K - $7.98K
|
2.01K
$51.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
150+ 0.24% |
$4.77K - $7.25K
|
61.7K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
101New |
$3.21K - $4.88K
|
101
$2.58K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 833.33% |
$3.18K - $4.84K
|
112
$2.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
95+ 0.7% |
$3.02K - $4.59K
|
13.6K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 15.2% |
$2.41K - $3.68K
|
576
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 762.5% |
$1.94K - $2.95K
|
69
$1.77K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$1.91K - $2.9K
|
60
$1.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.67% |
$1.75K - $2.66K
|
8.28K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 137.5% |
$1.75K - $2.66K
|
95
$2.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$953 - $1.45K
|
30
$768
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.37% |
$794 - $1.21K
|
1.08K
$27.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 62.96% |
$540 - $822
|
44
$1.13K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 32.0% |
$254 - $387
|
33
$844
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5New |
$159 - $242
|
5
$128
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|