Purchases and Sales Made in Q3 2023 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
9.58K+ 5.54% |
$290K - $608K
|
182K
$5.31M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.14K+ 13.25% |
$277K - $581K
|
78.2K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
9.01KNew |
$273K - $573K
|
9.01K
$262K
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
8.81K+ 3.28% |
$267K - $560K
|
277K
$8.07M
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.44K+ 65.61% |
$255K - $536K
|
21.3K
$620K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.6KNew |
$230K - $483K
|
7.6K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.37KNew |
$223K - $468K
|
7.37K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.24KNew |
$219K - $460K
|
7.24K
$211K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.74K+ 70.81% |
$204K - $428K
|
16.3K
$474K
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
6.29KNew |
$190K - $399K
|
6.29K
$183K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.22K+ 51.86% |
$188K - $395K
|
18.2K
$530K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.1KNew |
$185K - $388K
|
6.1K
$178K
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6K+ 7.69% |
$182K - $381K
|
84K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.39K+ 29.83% |
$163K - $343K
|
23.5K
$683K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
5.3K+ 195.5% |
$160K - $337K
|
8.01K
$233K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 97.3% |
$156K - $328K
|
10.5K
$305K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.69K+ 1.68% |
$142K - $298K
|
283K
$8.23M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
4.47K+ 42.79% |
$135K - $284K
|
14.9K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.38K+ 124.11% |
$132K - $278K
|
7.9K
$230K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.94K+ 221.39% |
$119K - $251K
|
5.72K
$167K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.64KNew |
$110K - $231K
|
3.64K
$106K
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.13KNew |
$94.8K - $199K
|
3.13K
$91.2K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$84.8K - $178K
|
2.8K
$81.5K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.74K+ 4.13% |
$82.8K - $174K
|
69K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.39K+ 6.45% |
$72.2K - $152K
|
39.4K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 79.0% |
$71.7K - $151K
|
5.37K
$156K
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.27K+ 0.63% |
$68.7K - $144K
|
361K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.42KNew |
$43.1K - $90.4K
|
1.42K
$41.4K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.35KNew |
$40.9K - $85.8K
|
1.35K
$39.3K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.21KNew |
$36.5K - $76.7K
|
1.21K
$35.1K
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 3.05% |
$30.3K - $63.5K
|
33.8K
$984K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$30.3K - $63.5K
|
1K
$29.1K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
711New |
$21.5K - $45.2K
|
711
$20.7K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
675+ 2.03% |
$20.4K - $42.9K
|
33.9K
$986K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
638New |
$19.3K - $40.5K
|
638
$18.6K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
635+ 218.97% |
$19.2K - $40.3K
|
925
$26.9K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
600+ 10.91% |
$18.2K - $38.1K
|
6.1K
$178K
|
|
Oct 19, 2023
Q3 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
450+ 0.79% |
$13.6K - $28.6K
|
57.7K
$1.68M
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
400+ 210.53% |
$12.1K - $25.4K
|
590
$17.2K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 66.67% |
$12.1K - $25.4K
|
1K
$29.1K
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
399+ 3.01% |
$12.1K - $25.4K
|
13.6K
$397K
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
336+ 0.53% |
$10.2K - $21.3K
|
63.6K
$1.85M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
150New |
$4.54K - $9.53K
|
150
$4.37K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
150New |
$4.54K - $9.53K
|
150
$4.37K
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
145New |
$4.39K - $9.21K
|
145
$4.22K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
89+ 0.61% |
$2.69K - $5.66K
|
14.6K
$426K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
68+ 2.8% |
$2.06K - $4.32K
|
2.5K
$72.7K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
60+ 10.68% |
$1.82K - $3.81K
|
622
$18.1K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
32+ 0.39% |
$969 - $2.03K
|
8.21K
$239K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20New |
$605 - $1.27K
|
20
$582
|