Purchases and Sales Made in Q3 2023 in Sysco Corp (SYY)
This table provides information about the institutional ownership of Sysco Corp (SYY) during Q3 2023. The information is specifically focused on institutions that hold shares of SYSCO CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
100+ 0.39% |
$6.52K - $7.63K
|
25.5K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
100+ 0.77% |
$6.52K - $7.63K
|
13K
$988K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.11% |
$6.52K - $7.63K
|
87.3K
$6.61M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 36.4% |
$6.19K - $7.25K
|
356
$27K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
95+ 1.24% |
$6.19K - $7.25K
|
7.77K
$589K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
94+ 2.69% |
$6.13K - $7.17K
|
3.59K
$272K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
91+ 1.3% |
$5.93K - $6.94K
|
7.12K
$539K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
90New |
$5.87K - $6.87K
|
90
$6.82K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
87+ 2.14% |
$5.67K - $6.64K
|
4.15K
$314K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
86+ 2.11% |
$5.61K - $6.56K
|
4.17K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
86+ 5.31% |
$5.61K - $6.56K
|
1.71K
$129K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
83New |
$5.41K - $6.33K
|
83
$6.29K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
82+ 1.36% |
$5.35K - $6.26K
|
6.13K
$464K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 19.66% |
$5.35K - $6.26K
|
499
$37.8K
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
80+ 0.22% |
$5.22K - $6.1K
|
36K
$2.73M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
79+ 5.18% |
$5.15K - $6.03K
|
1.61K
$122K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
77+ 1.11% |
$5.02K - $5.88K
|
7.04K
$533K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77+ 0.31% |
$5.02K - $5.88K
|
25K
$1.89M
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
76+ 0.62% |
$4.96K - $5.8K
|
12.3K
$930K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
74+ 1.5% |
$4.83K - $5.65K
|
5.01K
$380K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
74+ 1.01% |
$4.83K - $5.65K
|
7.41K
$562K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
72+ 1.29% |
$4.7K - $5.49K
|
5.66K
$429K
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
71+ 0.57% |
$4.63K - $5.42K
|
12.4K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
71+ 12.5% |
$4.63K - $5.42K
|
639
$48.4K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
70+ 0.27% |
$4.56K - $5.34K
|
26K
$1.97M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 1.84% |
$4.5K - $5.27K
|
3.81K
$289K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
68+ 1.6% |
$4.43K - $5.19K
|
4.33K
$328K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
67+ 0.66% |
$4.37K - $5.11K
|
10.3K
$780K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
67+ 2.12% |
$4.37K - $5.11K
|
3.23K
$245K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
61+ 50.0% |
$3.98K - $4.65K
|
183
$13.9K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
60+ 0.22% |
$3.91K - $4.58K
|
26.8K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
59+ 0.88% |
$3.85K - $4.5K
|
6.78K
$514K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
56+ 0.21% |
$3.65K - $4.27K
|
26.9K
$2.04M
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.55% |
$3.59K - $4.2K
|
10.1K
$765K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54+ 1.76% |
$3.52K - $4.12K
|
3.13K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53+ 68.83% |
$3.46K - $4.04K
|
130
$9.85K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
49+ 1.06% |
$3.2K - $3.74K
|
4.66K
$353K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
49+ 0.09% |
$3.2K - $3.74K
|
52.4K
$3.97M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
46+ 0.58% |
$3K - $3.51K
|
8.01K
$607K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
45+ 0.61% |
$2.93K - $3.43K
|
7.42K
$562K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43+ 0.45% |
$2.8K - $3.28K
|
9.62K
$729K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41+ 0.95% |
$2.67K - $3.13K
|
4.34K
$329K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
41+ 0.39% |
$2.67K - $3.13K
|
10.5K
$795K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
38+ 1.12% |
$2.48K - $2.9K
|
3.44K
$261K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 1.1% |
$2.35K - $2.75K
|
3.32K
$252K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
35+ 0.36% |
$2.28K - $2.67K
|
9.85K
$747K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 4.47% |
$2.28K - $2.67K
|
818
$62K
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
35+ 0.35% |
$2.28K - $2.67K
|
10.1K
$767K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
34+ 0.59% |
$2.22K - $2.59K
|
5.82K
$441K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
33+ 5.53% |
$2.15K - $2.52K
|
630
$47.7K
|