Latest Institutional Transactions on Symbotic Inc. (SYM)
This table provides information on the latest institutional transactions involving Symbotic Inc. (SYM) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-500K- 73.1% |
$11.4M - $19.4M
|
184K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-54.7K- 6.94% |
$1.24M - $2.12M
|
733K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.9KNew |
$816K - $1.39M
|
35.9K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
58.3KNew |
$1.33M - $2.26M
|
58.3K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2KNew |
$186K - $318K
|
8.2K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 99.72% |
$23.9K - $40.8K
|
3
$87.4
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 31.5% |
$235K - $401K
|
43.2K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15KNew |
$341K - $582K
|
15K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.45M+ 41.3% |
$33M - $56.3M
|
4.97M
$145M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7.22K+ 2200.61% |
$164K - $280K
|
7.55K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173New |
$3.93K - $6.71K
|
173
$5.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 66.9% |
$39.8K - $67.9K
|
866
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
619+ 1.29% |
$14.1K - $24K
|
48.7K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.9K+ 2.38% |
$43.2K - $73.7K
|
81.7K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20New |
$455 - $776
|
20
$583
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 98.61% |
$1.61K - $2.75K
|
143
$4.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
630New |
$14.3K - $24.4K
|
630
$18.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.36K- 4.75% |
$31K - $52.9K
|
27.3K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
65.4K+ 20.54% |
$1.49M - $2.54M
|
384K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
28.5K+ 22.35% |
$647K - $1.1M
|
156K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.9K+ 137.39% |
$339K - $579K
|
25.8K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
10.9K+ 30.01% |
$248K - $423K
|
47.2K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$3.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.14K+ 33.84% |
$48.5K - $82.8K
|
8.44K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-13.4K- 54.45% |
$305K - $521K
|
11.2K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 146.11% |
$51.7K - $88.2K
|
3.83K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242+ 19.82% |
$5.5K - $9.38K
|
1.46K
$42.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 73.48% |
$42.1K - $71.9K
|
669
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$705 - $1.2K
|
31
$903
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 13.0% |
$68.9K - $118K
|
26.4K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$750 - $1.28K
|
33
$962
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.01K+ 47.64% |
$137K - $233K
|
18.6K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-807- 2.76% |
$18.3K - $31.3K
|
28.4K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.9K+ 5.44% |
$271K - $462K
|
231K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
242+ 2.06% |
$5.5K - $9.38K
|
12K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
875KNew |
$19.9M - $33.9M
|
875K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.45K+ 23.52% |
$78.3K - $134K
|
18.1K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$568 - $970
|
25
$729
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$45.5K - $77.6K
|
2K
$58.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.48K- 31.34% |
$79.1K - $135K
|
7.62K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17New |
$386 - $659
|
17
$495
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$6.82K - $11.6K
|
300
$8.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 154.08% |
$33.9K - $57.8K
|
2.46K
$71.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.49KNew |
$148K - $252K
|
6.49K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
13.1K+ 18.69% |
$298K - $508K
|
83.2K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
190KNew |
$4.32M - $7.37M
|
190K
$5.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.13K- 63.51% |
$48.5K - $82.7K
|
1.23K
$35.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-213- 29.38% |
$4.84K - $8.26K
|
512
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
503+ 58.15% |
$11.4K - $19.5K
|
1.37K
$39.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.6K+ 27.96% |
$59.1K - $101K
|
11.9K
$347K
|