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 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2- 2.94% |
$63.5 - $96.7
|
66
$2.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14- 51.85% |
$445 - $677
|
13
$435
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-26- 28.57% |
$826 - $1.26K
|
65
$2.17K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-50- 1.89% |
$1.59K - $2.42K
|
2.6K
$86.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 14.91% |
$1.62K - $2.47K
|
291
$9.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-58- 0.97% |
$1.84K - $2.8K
|
5.93K
$198K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 0.64% |
$2.38K - $3.63K
|
11.6K
$386K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-88- 0.13% |
$2.8K - $4.26K
|
66.9K
$2.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$3.18K - $4.84K
|
100
$3.34K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 25.6% |
$4.77K - $7.25K
|
436
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-182- 0.25% |
$5.78K - $8.8K
|
71.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185- 3.02% |
$5.88K - $8.95K
|
5.93K
$198K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-339- 52.97% |
$10.8K - $16.4K
|
301
$10.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-400- 9.52% |
$12.7K - $19.3K
|
3.8K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-473- 33.08% |
$15K - $22.9K
|
957
$32K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-707- 8.68% |
$22.5K - $34.2K
|
7.44K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-900- 9.24% |
$28.6K - $43.5K
|
8.84K
$295K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.1K- 6.46% |
$34.8K - $53K
|
15.9K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 7.68% |
$36.2K - $55K
|
13.7K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.29K- 81.6% |
$40.9K - $62.2K
|
290
$9.69K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 7.58% |
$41.3K - $62.9K
|
15.9K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.47K- 13.53% |
$46.8K - $71.2K
|
9.41K
$315K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.73K- 9.88% |
$55.1K - $83.8K
|
15.8K
$528K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.3K- 19.83% |
$73.1K - $111K
|
9.3K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.48K- 0.65% |
$78.9K - $120K
|
381K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.07K- 23.76% |
$129K - $197K
|
13.1K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5K- 20.0% |
$159K - $242K
|
20K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5.16K- 16.76% |
$164K - $250K
|
25.7K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.01K- 24.52% |
$191K - $291K
|
18.5K
$619K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.03K- 14.78% |
$192K - $292K
|
34.8K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.5K- 5.5% |
$206K - $314K
|
112K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.3K- 1.88% |
$232K - $353K
|
380K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-7.68K- 98.05% |
$244K - $371K
|
153
$5.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.06K- 31.8% |
$256K - $390K
|
17.3K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.92K- 39.02% |
$283K - $431K
|
13.9K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-10.5K- 22.97% |
$333K - $507K
|
35.2K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-23.9K- 10.9% |
$759K - $1.16M
|
195K
$6.54M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32K- 17.28% |
$1.02M - $1.55M
|
153K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.4K- 66.59% |
$1.31M - $2M
|
20.8K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-45.2K- 14.29% |
$1.43M - $2.18M
|
271K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-47.2K- 49.7% |
$1.5M - $2.28M
|
47.7K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-50K- 50.0% |
$1.59M - $2.42M
|
50K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-57.4K- 5.48% |
$1.82M - $2.78M
|
991K
$33.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-57.8K- 53.21% |
$1.84M - $2.8M
|
50.8K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65.2K- 44.11% |
$2.07M - $3.15M
|
82.6K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-66.3K- 90.07% |
$2.11M - $3.21M
|
7.31K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-78.3K- 21.17% |
$2.49M - $3.78M
|
291K
$9.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-101K- 82.84% |
$3.21M - $4.88M
|
20.9K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-112K- 99.31% |
$3.57M - $5.43M
|
775
$25.9K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-232K- 41.45% |
$7.37M - $11.2M
|
328K
$11M
|