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 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
456+ 4.33% |
$14.2K - $26.5K
|
11K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
455New |
$14.2K - $26.5K
|
455
$12.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
400+ 8.94% |
$12.5K - $23.3K
|
4.88K
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
396New |
$12.4K - $23K
|
396
$10.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$9.36K - $17.5K
|
300
$8.24K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
200+ 20.0% |
$6.24K - $11.6K
|
1.2K
$33K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.24K - $11.6K
|
200
$5.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
186+ 19.5% |
$5.8K - $10.8K
|
1.14K
$31.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100New |
$3.12K - $5.82K
|
100
$2.75K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
100New |
$3.12K - $5.82K
|
100
$2.75K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
90New |
$2.81K - $5.24K
|
90
$2.47K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
75New |
$2.34K - $4.36K
|
75
$2.06K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
74New |
$2.31K - $4.31K
|
74
$2.03K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
63New |
$1.96K - $3.67K
|
63
$1.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61New |
$1.9K - $3.55K
|
61
$1.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35New |
$1.09K - $2.04K
|
35
$962
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$780 - $1.45K
|
25
$687
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.28% |
$717 - $1.34K
|
8.23K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$281 - $524
|
9
$247
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5+ 8.47% |
$156 - $291
|
64
$1.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$31.2 - $58.2
|
1
$27.5
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 1.08% |
$312 - $582
|
915
$25.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-40- 0.6% |
$1.25K - $2.33K
|
6.58K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-75- 51.72% |
$2.34K - $4.36K
|
70
$1.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-103- 1.64% |
$3.21K - $5.99K
|
6.18K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-154- 0.22% |
$4.8K - $8.96K
|
68.8K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-200- 14.81% |
$6.24K - $11.6K
|
1.15K
$31.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-294- 1.25% |
$9.17K - $17.1K
|
23.2K
$637K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-370- 6.89% |
$11.5K - $21.5K
|
5K
$137K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-400- 67.8% |
$12.5K - $23.3K
|
190
$5.22K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-675- 1.99% |
$21.1K - $39.3K
|
33.2K
$912K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.01K- 1.59% |
$31.6K - $59K
|
62.6K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.06K- 2.68% |
$32.9K - $61.4K
|
38.3K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.14K- 15.7% |
$35.4K - $66.1K
|
6.1K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5K- 18.94% |
$46.7K - $87.1K
|
6.41K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.84K- 4.46% |
$57.4K - $107K
|
39.4K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.88K- 0.27% |
$58.7K - $109K
|
687K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.89K- 30.98% |
$58.9K - $110K
|
4.21K
$116K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.89K- 30.98% |
$58.9K - $110K
|
4.21K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 5.62% |
$59.3K - $111K
|
31.9K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.58K- 35.76% |
$80.3K - $150K
|
4.63K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-3.13K- 20.99% |
$97.7K - $182K
|
11.8K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.99K- 33.46% |
$124K - $232K
|
7.93K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.49K- 56.09% |
$140K - $261K
|
3.52K
$96.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.95K- 27.42% |
$154K - $288K
|
13.1K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-5.11K- 25.96% |
$160K - $298K
|
14.6K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.17K- 53.7% |
$161K - $301K
|
4.46K
$122K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.77K- 54.97% |
$180K - $336K
|
4.73K
$130K
|