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 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
17+ 0.05% |
$515 - $1.08K
|
36.4K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16New |
$484 - $1.02K
|
16
$767
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15New |
$454 - $953
|
15
$719
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14+ 31.11% |
$424 - $890
|
59
$2.83K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-85- 1.12% |
$2.57K - $5.4K
|
7.53K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-389- 2.67% |
$11.8K - $24.7K
|
14.2K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-441- 4.5% |
$13.3K - $28K
|
9.37K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-553- 5.52% |
$16.7K - $35.1K
|
9.46K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-613- 3.02% |
$18.6K - $39K
|
19.7K
$944K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-801- 1.23% |
$24.2K - $50.9K
|
64.4K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-900- 11.97% |
$27.2K - $57.2K
|
6.62K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.85K- 48.69% |
$56.1K - $118K
|
1.95K
$93.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.23K- 47.88% |
$67.4K - $141K
|
2.42K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.38K- 27.79% |
$72K - $151K
|
6.18K
$296K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.84K- 26.18% |
$86K - $180K
|
8.01K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.85K- 2.03% |
$86.4K - $181K
|
137K
$6.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.08K- 20.54% |
$93.3K - $196K
|
11.9K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-4.2K- 93.33% |
$127K - $267K
|
300
$14.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-4.94K- 11.43% |
$150K - $314K
|
38.3K
$1.83M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-5.5KClosed |
$166K - $349K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.51K- 14.88% |
$167K - $350K
|
31.5K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8K- 62.18% |
$358K - $752K
|
7.2K
$345K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.7K- 3.59% |
$777K - $1.63M
|
689K
$33M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.7K- 61.39% |
$868K - $1.82M
|
18K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-31.8K- 25.27% |
$962K - $2.02M
|
93.9K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-32.3K- 9.93% |
$978K - $2.05M
|
293K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-60.7K- 2.89% |
$1.84M - $3.86M
|
2.04M
$97.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-65K- 52.0% |
$1.97M - $4.13M
|
60K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-97.1K- 94.86% |
$2.94M - $6.17M
|
5.27K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-157K- 37.87% |
$4.74M - $9.96M
|
257K
$12.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-204K- 36.53% |
$6.18M - $13M
|
355K
$17M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-275K- 86.17% |
$8.34M - $17.5M
|
44.2K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-299K- 45.73% |
$9.04M - $19M
|
354K
$17M
|