Latest Institutional Transactions on Sysco Corp (SYY)
This table provides information on the latest institutional transactions involving Sysco Corp (SYY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-13- 1.41% |
$848 - $992
|
909
$68K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-120K- 12.88% |
$7.83M - $9.17M
|
812K
$60.8M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
166New |
$10.8K - $12.7K
|
166
$12.4K
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
76+ 0.62% |
$4.96K - $5.8K
|
12.3K
$919K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$130 - $153
|
2
$150
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.4K+ 39.74% |
$91.1K - $107K
|
4.91K
$368K
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
231+ 5.94% |
$15.1K - $17.6K
|
4.12K
$308K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-11.5K- 77.4% |
$753K - $881K
|
3.37K
$252K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
20New |
$1.3K - $1.53K
|
20
$1.5K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39.9K- 92.19% |
$2.6M - $3.05M
|
3.38K
$253K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
170New |
$11.1K - $13K
|
170
$12.7K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8+ 0.26% |
$522 - $610
|
3.07K
$230K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.26% |
$261 - $305
|
1.56K
$117K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-69- 33.99% |
$4.5K - $5.27K
|
134
$10K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-572- 4.5% |
$37.3K - $43.6K
|
12.1K
$909K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
35+ 0.36% |
$2.28K - $2.67K
|
9.85K
$737K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
571New |
$37.2K - $43.6K
|
571
$42.7K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.19K- 39.47% |
$77.3K - $90.4K
|
1.82K
$136K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.67K+ 23.53% |
$109K - $127K
|
8.74K
$654K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.8K- 13.55% |
$117K - $137K
|
11.5K
$859K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.7KNew |
$763K - $893K
|
11.7K
$876K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
400+ 8.08% |
$26.1K - $30.5K
|
5.35K
$401K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
91+ 1.3% |
$5.93K - $6.94K
|
7.12K
$533K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-64- 13.79% |
$4.17K - $4.88K
|
400
$29.9K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
83New |
$5.41K - $6.33K
|
83
$6.21K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
290New |
$18.9K - $22.1K
|
290
$21.7K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.64% |
$261 - $305
|
631
$47.2K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-53- 17.32% |
$3.46K - $4.04K
|
253
$18.9K
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-46- 1.33% |
$3K - $3.51K
|
3.42K
$256K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.91K- 3.16% |
$190K - $222K
|
89.4K
$6.69M
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.01K- 29.23% |
$131K - $153K
|
4.86K
$363K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.02K- 23.19% |
$66.4K - $77.7K
|
3.37K
$252K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
261+ 4.11% |
$17K - $19.9K
|
6.62K
$495K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.47KNew |
$226K - $264K
|
3.47K
$259K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 22.0% |
$71.7K - $83.9K
|
3.9K
$292K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$196 - $229
|
3
$225
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
105New |
$6.85K - $8.01K
|
105
$7.86K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
455+ 10.86% |
$29.7K - $34.7K
|
4.65K
$348K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.28K- 20.05% |
$148K - $174K
|
9.07K
$679K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.11K- 24.2% |
$72.6K - $85K
|
3.49K
$261K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-14- 0.17% |
$913 - $1.07K
|
8.05K
$603K
|
|
Q2 2023 | |||||||
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.65KClosed |
$254K - $286K
|
0
$0
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-400Closed |
$27.8K - $31.3K
|
0
$0
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
16.1KNew |
$1.12M - $1.26M
|
16.1K
$1.2M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.6K- 35.3% |
$1.5M - $1.69M
|
39.5K
$2.96M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
478New |
$33.2K - $37.4K
|
478
$35.8K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.26KNew |
$366K - $412K
|
5.26K
$394K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
5+ 4.0% |
$348 - $392
|
130
$9.73K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6.4KNew |
$445K - $501K
|
6.4K
$479K
|