Purchases and Sales Made in Q4 2023 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.3KNew |
$259K - $483K
|
8.3K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.27KNew |
$258K - $481K
|
8.27K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.06K+ 2.23% |
$251K - $469K
|
369K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.53KNew |
$235K - $438K
|
7.53K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.37K+ 50.38% |
$230K - $429K
|
22K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.23KNew |
$225K - $420K
|
7.23K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.61K+ 3.01% |
$206K - $385K
|
226K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.48K+ 69.18% |
$202K - $377K
|
15.8K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.44KNew |
$201K - $375K
|
6.44K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.44KNew |
$201K - $374K
|
6.44K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.2KNew |
$193K - $361K
|
6.2K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.02KNew |
$188K - $350K
|
6.02K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
6.02KNew |
$188K - $350K
|
6.02K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.01KNew |
$187K - $350K
|
6.01K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.9KNew |
$184K - $343K
|
5.9K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$178K - $332K
|
5.7K
$157K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.66K+ 40.39% |
$177K - $330K
|
19.7K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.64KNew |
$176K - $328K
|
5.64K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.35KNew |
$167K - $311K
|
5.35K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.21KNew |
$162K - $303K
|
5.21K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$157K - $294K
|
5.05K
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5KNew |
$156K - $291K
|
5K
$137K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.9KNew |
$153K - $285K
|
4.9K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.8K+ 63.16% |
$150K - $279K
|
12.4K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.64KNew |
$145K - $270K
|
4.64K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.61KNew |
$144K - $268K
|
4.61K
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
4.52KNew |
$141K - $263K
|
4.52K
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.51KNew |
$141K - $263K
|
4.51K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.39K+ 20.59% |
$137K - $255K
|
25.7K
$706K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.86K+ 10.27% |
$120K - $224K
|
41.4K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.17K+ 3.66% |
$98.8K - $184K
|
89.8K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.65KNew |
$82.6K - $154K
|
2.65K
$72.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.23K+ 91.87% |
$69.4K - $129K
|
4.65K
$128K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.65KNew |
$51.5K - $96K
|
1.65K
$45.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
1.36K+ 15.09% |
$42.4K - $79.1K
|
10.4K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.32KNew |
$41.1K - $76.8K
|
1.32K
$36.2K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 13.53% |
$39.9K - $74.5K
|
10.7K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.2KNew |
$37.4K - $69.8K
|
1.2K
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$35.3K - $65.9K
|
1.13K
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.08K+ 78.88% |
$33.8K - $63K
|
2.46K
$67.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.01K+ 1.63% |
$31.6K - $59K
|
63K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$31.2K - $58.2K
|
1K
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 7.39% |
$25K - $46.6K
|
11.6K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
762+ 5.59% |
$23.8K - $44.3K
|
14.4K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
696+ 11.27% |
$21.7K - $40.5K
|
6.87K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
693+ 97.47% |
$21.6K - $40.3K
|
1.4K
$38.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
604+ 97.11% |
$18.8K - $35.1K
|
1.23K
$33.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
600+ 1.04% |
$18.7K - $34.9K
|
58.3K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
503New |
$15.7K - $29.3K
|
503
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
500New |
$15.6K - $29.1K
|
500
$13.7K
|