Purchases and Sales Made in Q2 2025 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Amanah Holdings Trust
London, |
BUY
|
- |
510KNew |
$8.93M - $19.8M
|
510K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
88.4KNew |
$1.55M - $3.43M
|
88.4K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.1KNew |
$773K - $1.71M
|
44.1K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$445K - $988K
|
25.4K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
9.26KNew |
$162K - $360K
|
9.26K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.22KNew |
$161K - $358K
|
9.22K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.57KNew |
$115K - $255K
|
6.57K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.09K+ 3.94% |
$19K - $42.2K
|
28.7K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
828New |
$14.5K - $32.2K
|
828
$39.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342+ 24.03% |
$5.99K - $13.3K
|
1.77K
$84.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
168+ 173.2% |
$2.94K - $6.53K
|
265
$12.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 27.13% |
$1.23K - $2.72K
|
328
$15.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65New |
$1.14K - $2.53K
|
65
$3.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53New |
$928 - $2.06K
|
53
$2.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
22New |
$385 - $855
|
22
$1.05K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-10- 25.0% |
$175 - $389
|
30
$1.44K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 87.5% |
$613 - $1.36K
|
5
$240
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-36- 51.43% |
$630 - $1.4K
|
34
$1.63K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.59K- 19.53% |
$45.4K - $101K
|
10.7K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2.79K- 25.94% |
$48.8K - $108K
|
7.96K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4.19K- 35.55% |
$73.3K - $163K
|
7.59K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5.36K- 6.53% |
$93.8K - $208K
|
76.7K
$3.67M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-9.89K- 20.53% |
$173K - $384K
|
38.3K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-19.1K- 15.91% |
$333K - $740K
|
101K
$4.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-176K- 25.82% |
$3.08M - $6.83M
|
505K
$24.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-421K- 74.82% |
$7.37M - $16.4M
|
142K
$6.79M
|