Purchases and Sales Made in Q4 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10KNew |
$228K - $389K
|
10K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
9.85K+ 24.79% |
$224K - $382K
|
49.6K
$2.38M
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.2KNew |
$209K - $357K
|
9.2K
$441K
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.45KNew |
$192K - $327K
|
8.45K
$405K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2KNew |
$186K - $318K
|
8.2K
$393K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7.22K+ 2200.61% |
$164K - $280K
|
7.55K
$362K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.5K+ 15.39% |
$148K - $252K
|
48.7K
$2.33M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.49KNew |
$148K - $252K
|
6.49K
$311K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.48K+ 122.18% |
$147K - $251K
|
11.8K
$564K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.01K+ 47.64% |
$137K - $233K
|
18.6K
$893K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.72K+ 55.54% |
$130K - $222K
|
16K
$767K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.34K+ 364.62% |
$98.6K - $168K
|
5.53K
$265K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.32K+ 6.85% |
$98.2K - $168K
|
67.4K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.01K+ 44.51% |
$91.2K - $156K
|
13K
$624K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.82K+ 41.94% |
$86.8K - $148K
|
12.9K
$619K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.56KNew |
$81K - $138K
|
3.56K
$171K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.45K+ 23.52% |
$78.3K - $134K
|
18.1K
$867K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 13.0% |
$68.9K - $118K
|
26.4K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.6K+ 27.96% |
$59.1K - $101K
|
11.9K
$570K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 146.11% |
$51.7K - $88.2K
|
3.83K
$184K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.14K+ 33.84% |
$48.5K - $82.8K
|
8.44K
$405K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 5.64% |
$46.9K - $80K
|
38.6K
$1.85M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$45.5K - $77.6K
|
2K
$95.8K
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.98KNew |
$45K - $76.8K
|
1.98K
$94.9K
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.9K+ 2.38% |
$43.2K - $73.7K
|
81.7K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.65K+ 11.12% |
$37.4K - $63.8K
|
16.5K
$788K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 154.08% |
$33.9K - $57.8K
|
2.46K
$118K
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.48K+ 49.17% |
$33.6K - $57.4K
|
4.49K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.36K+ 0.27% |
$30.8K - $52.6K
|
505K
$24.2M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 5.72% |
$30.3K - $51.7K
|
24.6K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.02K+ 39.95% |
$23.1K - $39.5K
|
3.57K
$171K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
785New |
$17.8K - $30.4K
|
785
$37.6K
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
650New |
$14.8K - $25.2K
|
650
$31.1K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
630New |
$14.3K - $24.4K
|
630
$30.2K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
619+ 1.29% |
$14.1K - $24K
|
48.7K
$2.33M
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
516+ 125.55% |
$11.7K - $20K
|
927
$44.4K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
503+ 58.15% |
$11.4K - $19.5K
|
1.37K
$65.5K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
375+ 2.21% |
$8.52K - $14.5K
|
17.3K
$831K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$6.82K - $11.6K
|
300
$14.4K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242+ 19.82% |
$5.5K - $9.38K
|
1.46K
$70.1K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
242+ 2.06% |
$5.5K - $9.38K
|
12K
$575K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
225New |
$5.11K - $8.73K
|
225
$10.8K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173New |
$3.93K - $6.71K
|
173
$8.29K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128New |
$2.91K - $4.96K
|
128
$6.13K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 29.61% |
$2.77K - $4.73K
|
534
$25.6K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$5.75K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$5.75K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
113New |
$2.57K - $4.38K
|
113
$5.41K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
111New |
$2.52K - $4.3K
|
111
$5.32K
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
101+ 0.28% |
$2.3K - $3.92K
|
35.8K
$1.71M
|