Symbotic Inc. SYM

SYM Quotes by TradingView
Institutional shares held 98 Million
2.2M calls
2.95M puts
Total value of holdings $2.15B
$48.4M calls
$64.9M puts
Market Cap $1.22B
55,318,800 Shares Out.
Institutional ownership 177.21%
# of Institutions 257

Quarterly Institutional Activity in SYM

Shares Bought
Shares Sold
View Transactions

Top Institutions Holding SYM

View all
View all

Latest Institutional Activity in SYM

Top Purchases

Q1 2025
Exchange Traded Concepts, LLC Shares Held: 681K ($15M)
104K Shares purchased
18.05% Added
Q1 2025
Bourne Lent Asset Management Inc Shares Held: 88.4K ($1.94M)
88.4K Shares purchased
New Holding
Q1 2025
Robocap Asset Management LTD Shares Held: 140K ($3.08M)
82.5K Shares purchased
143.1% Added
Q1 2025
Arkfeld Wealth Strategies, L.L.C. Shares Held: 27.6K ($606K)
27.6K Shares purchased
New Holding
Q1 2025
180 Wealth Advisors, LLC Shares Held: 53.6K ($1.18M)
15K Shares purchased
38.84% Added
View All Buyers

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 70 ($1.54K)
1.35K Shares sold
95.05% Reduced
Q1 2025
Taylor Frigon Capital Management LLC Shares Held: 82K ($1.8M)
1.21K Shares sold
1.45% Reduced
Q1 2025
Western Wealth Management, LLC Shares Held: 11.5K ($252K)
900 Shares sold
7.29% Reduced
Q1 2025
Vista Investment Partners LLC Shares Held: 10.7K ($236K)
556 Shares sold
4.92% Reduced
Q1 2025
Img Wealth Management, Inc. Shares Held: 239 ($5.25K)
391 Shares sold
62.06% Reduced
View All Sellers

About SYM

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.

SYM Chart by TradingView
SYM Fundamental Data by TradingView

Insider Transactions at SYM

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
Apr 24 2025
Michael David Dunn Chief Customer Officer
SELL
Open market or private sale
Indirect
2,166 -7.36%
$45,486 $21.6 P/Share
Apr 24 2025
Maria G Freve Officer
SELL
Open market or private sale
Direct
1,929 -42.16%
$40,509 $21.69 P/Share
Apr 23 2025
Michael David Dunn Chief Customer Officer
BUY
Exercise of conversion of derivative security
Indirect
5,600 +8.7%
-
Apr 23 2025
Maria G Freve Officer
BUY
Exercise of conversion of derivative security
Direct
4,575 +50.0%
-
Apr 23 2025
William M Boyd Iii Chief Strategy Officer
BUY
Exercise of conversion of derivative security
Direct
11,735 +10.89%
-
Apr 15 2025
William M Boyd Iii Chief Strategy Officer
SELL
Open market or private sale
Direct
2,660 -6.71%
$53,200 $20.62 P/Share
Apr 04 2025
Todd Krasnow Director
SELL
Open market or private sale
Indirect
2,000 -100.0%
$34,000 $17.51 P/Share
Apr 04 2025
Todd Krasnow Director
BUY
Other acquisition or disposition
Indirect
2,000 +50.0%
-
Apr 04 2025
Todd Krasnow Director
SELL
Other acquisition or disposition
Indirect
2,000 -0.31%
-
Apr 02 2025
Michael David Dunn Chief Customer Officer
SELL
Open market or private sale
Indirect
2,040 -7.89%
$44,880 $22.24 P/Share
Mar 17 2025
William M Boyd Iii Chief Strategy Officer
SELL
Open market or private sale
Direct
2,455 -5.83%
$54,010 $22.31 P/Share
Mar 03 2025
Todd Krasnow Director
SELL
Open market or private sale
Indirect
2,000 -100.0%
$46,000 $23.11 P/Share
Mar 03 2025
Todd Krasnow Director
BUY
Other acquisition or disposition
Indirect
2,000 +50.0%
-
Mar 03 2025
Todd Krasnow Director
SELL
Other acquisition or disposition
Indirect
2,000 -0.31%
-
Mar 01 2025
Rollin L. Ford Director
BUY
Exercise of conversion of derivative security
Direct
4,060 +21.87%
-
Mar 01 2025
Todd Krasnow Director
BUY
Exercise of conversion of derivative security
Direct
4,060 +50.0%
-
Mar 01 2025
Merline Saintil Director
BUY
Exercise of conversion of derivative security
Direct
4,060 +4.91%
-
Mar 01 2025
Daniela L Rus Director
BUY
Exercise of conversion of derivative security
Direct
11,024 +17.36%
-
Mar 01 2025
Charles Kane Director
BUY
Exercise of conversion of derivative security
Direct
4,060 +4.86%
-
View All Transactions

Last 12 Months Summary

Buy / Acquisition
496K Shares
From 15 Insiders
Exercise of conversion of derivative security 239K shares
Grant, award, or other acquisition 1.82K shares
Other acquisition or disposition 255K shares
Sell / Disposition
1.71M Shares
From 14 Insiders
Open market or private sale 439K shares
Other acquisition or disposition 1.26M shares
Bona fide gift 20K shares

Track Institutional and Insider Activities on SYM

Follow Symbotic Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SYM shares.

Notify only if
Any

Insider Trading

Get notified when an Symbotic Inc. insider buys or sells SYM shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to Symbotic Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SYM