Purchases and Sales Made in Q3 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 50.0% |
$8.93K - $20.7K
|
1.5K
$38.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
434+ 149.14% |
$7.75K - $18K
|
725
$18.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
411New |
$7.34K - $17K
|
411
$10.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$7.14K - $16.6K
|
400
$10.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
280+ 1.93% |
$5K - $11.6K
|
14.8K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
246+ 0.85% |
$4.39K - $10.2K
|
29.2K
$748K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204New |
$3.64K - $8.45K
|
204
$5.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
195New |
$3.48K - $8.08K
|
195
$5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
125New |
$2.23K - $5.18K
|
125
$3.21K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$1.79K - $4.14K
|
100
$2.56K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40New |
$714 - $1.66K
|
40
$1.03K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 118.18% |
$697 - $1.62K
|
72
$1.85K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 8.97% |
$482 - $1.12K
|
328
$8.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$447 - $1.04K
|
25
$641
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24New |
$429 - $995
|
24
$615
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
20+ 30.3% |
$357 - $829
|
86
$2.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
17New |
$304 - $704
|
17
$436
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$76.9
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$76.9
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$25.6
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$25.6
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$25.6
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.54% |
$17.9 - $41.4
|
66
$1.69K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 0.59% |
$357 - $829
|
3.36K
$86.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 5.5% |
$429 - $995
|
412
$10.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-39- 43.33% |
$697 - $1.62K
|
51
$1.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 43.99% |
$2.68K - $6.22K
|
191
$4.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-282- 22.58% |
$5.04K - $11.7K
|
967
$24.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-284- 3.3% |
$5.07K - $11.8K
|
8.32K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-289- 2.0% |
$5.16K - $12K
|
14.2K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-300- 1.89% |
$5.36K - $12.4K
|
15.6K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-539- 56.32% |
$9.63K - $22.3K
|
418
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-700- 63.64% |
$12.5K - $29K
|
400
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-792- 39.34% |
$14.1K - $32.8K
|
1.22K
$31.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-837- 72.72% |
$14.9K - $34.7K
|
314
$8.05K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-978- 6.31% |
$17.5K - $40.5K
|
14.5K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 7.78% |
$19K - $44.1K
|
12.6K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.14K- 10.0% |
$20.4K - $47.4K
|
10.3K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.89K- 49.66% |
$33.7K - $78.2K
|
1.91K
$49K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.96K- 5.63% |
$35K - $81.2K
|
32.8K
$842K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.05K- 65.33% |
$36.6K - $85K
|
1.09K
$27.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-2.33K- 5.53% |
$41.5K - $96.3K
|
39.7K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.49K- 18.29% |
$44.4K - $103K
|
11.1K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.55K- 9.86% |
$45.5K - $106K
|
23.3K
$597K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.05K- 19.29% |
$54.5K - $126K
|
12.8K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.48K- 57.76% |
$62.2K - $144K
|
2.55K
$65.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.16K- 1.09% |
$74.3K - $172K
|
376K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5.09K- 19.84% |
$90.9K - $211K
|
20.6K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-5.5K- 35.48% |
$98.2K - $228K
|
10K
$256K
|