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 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$2.27K - $3.88K
|
100
$4.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.27K - $3.88K
|
100
$4.79K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74New |
$1.68K - $2.87K
|
74
$3.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 98.61% |
$1.61K - $2.75K
|
143
$6.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
65New |
$1.48K - $2.52K
|
65
$3.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
60+ 272.73% |
$1.36K - $2.33K
|
82
$3.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
60New |
$1.36K - $2.33K
|
60
$2.87K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
44New |
$1K - $1.71K
|
44
$2.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$750 - $1.28K
|
33
$1.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$705 - $1.2K
|
31
$1.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$568 - $970
|
25
$1.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20New |
$455 - $776
|
20
$958
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$455 - $776
|
20
$958
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17New |
$386 - $659
|
17
$814
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$227 - $388
|
10
$479
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1+ 100.0% |
$22.7 - $38.8
|
2
$95.8
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$22.7 - $38.8
|
1
$47.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$114 - $194
|
1.91K
$91.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 13.04% |
$205 - $349
|
60
$2.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15- 17.44% |
$341 - $582
|
71
$3.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-213- 29.38% |
$4.84K - $8.26K
|
512
$24.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-289- 1.99% |
$6.57K - $11.2K
|
14.2K
$681K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-500- 3.75% |
$11.4K - $19.4K
|
12.8K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-584- 6.25% |
$13.3K - $22.6K
|
8.76K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-807- 2.76% |
$18.3K - $31.3K
|
28.4K
$1.36M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-831- 6.51% |
$18.9K - $32.2K
|
11.9K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-896- 25.62% |
$20.4K - $34.7K
|
2.6K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-958- 4.91% |
$21.8K - $37.2K
|
18.5K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.05K- 9.26% |
$23.8K - $40.6K
|
10.2K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 99.72% |
$23.9K - $40.8K
|
3
$144
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.23K- 26.81% |
$27.9K - $47.6K
|
3.35K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.24K- 12.16% |
$28.2K - $48K
|
8.95K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.36K- 4.75% |
$31K - $52.9K
|
27.3K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.38K- 2.2% |
$31.3K - $53.3K
|
61.1K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 73.25% |
$33.9K - $57.8K
|
544
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.58K- 1.86% |
$35.8K - $61.1K
|
83.1K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 66.9% |
$39.8K - $67.9K
|
866
$41.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 73.48% |
$42.1K - $71.9K
|
669
$32.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.13K- 63.51% |
$48.5K - $82.7K
|
1.23K
$58.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 19.63% |
$48.7K - $83.1K
|
8.78K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-2.39K- 7.62% |
$54.4K - $92.8K
|
29K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.02K- 23.89% |
$68.6K - $117K
|
9.62K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.48K- 31.34% |
$79.1K - $135K
|
7.62K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.71K- 8.25% |
$84.4K - $144K
|
41.3K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5K- 20.0% |
$114K - $194K
|
20K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-8.54K- 43.06% |
$194K - $331K
|
11.3K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.55K- 2.27% |
$194K - $331K
|
367K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-11K- 53.5% |
$250K - $427K
|
9.56K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-11.4K- 18.64% |
$259K - $442K
|
49.8K
$2.39M
|