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 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.45KNew |
$192K - $327K
|
8.45K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
199K+ 51.7% |
$4.52M - $7.7M
|
583K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5K- 20.0% |
$114K - $194K
|
20K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
24.7KNew |
$561K - $958K
|
24.7K
$720K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.5K+ 15.39% |
$148K - $252K
|
48.7K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-166K- 1.18% |
$3.78M - $6.45M
|
13.9M
$405M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
113New |
$2.57K - $4.38K
|
113
$3.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
65New |
$1.48K - $2.52K
|
65
$1.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 13.04% |
$205 - $349
|
60
$1.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-2.39K- 7.62% |
$54.4K - $92.8K
|
29K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
33.1KNew |
$752K - $1.28M
|
33.1K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-896- 25.62% |
$20.4K - $34.7K
|
2.6K
$75.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
650New |
$14.8K - $25.2K
|
650
$18.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1+ 100.0% |
$22.7 - $38.8
|
2
$58.3
|
|
|
Jan 28, 2025
Q4 2024
|
Robocap Asset Management LTD
London, X0 |
BUY
|
- |
57.7KNew |
$1.31M - $2.24M
|
57.7K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$114 - $194
|
1.91K
$55.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-289- 1.99% |
$6.57K - $11.2K
|
14.2K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.6KNew |
$286K - $488K
|
12.6K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.27K - $3.88K
|
100
$2.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
20.1K+ 7.93% |
$457K - $780K
|
274K
$7.98M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-14.9K- 45.99% |
$339K - $578K
|
17.5K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$227 - $388
|
10
$291
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.32K+ 6.85% |
$98.2K - $168K
|
67.4K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.1KNew |
$298K - $508K
|
13.1K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
785New |
$17.8K - $30.4K
|
785
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
225New |
$5.11K - $8.73K
|
225
$6.56K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$3.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15- 17.44% |
$341 - $582
|
71
$2.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16.6K- 13.14% |
$376K - $642K
|
109K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-8.54K- 43.06% |
$194K - $331K
|
11.3K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128New |
$2.91K - $4.96K
|
128
$3.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-297K- 34.02% |
$6.76M - $11.5M
|
577K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.56KNew |
$81K - $138K
|
3.56K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
22.5K+ 34.77% |
$511K - $873K
|
87.2K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.6KNew |
$536K - $915K
|
23.6K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$22.7 - $38.8
|
1
$29.1
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$455 - $776
|
20
$583
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.5KNew |
$1.01M - $1.73M
|
44.5K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.48K+ 122.18% |
$147K - $251K
|
11.8K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 5.64% |
$46.9K - $80K
|
38.6K
$1.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
33.8KNew |
$768K - $1.31M
|
33.8K
$985K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74New |
$1.68K - $2.87K
|
74
$2.16K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
32K+ 20.89% |
$572K - $1.33M
|
185K
$5.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 6.9% |
$19.6K - $45.4K
|
17K
$495K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
20KNew |
$357K - $829K
|
20K
$583K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.24K+ 161.63% |
$147K - $341K
|
13.3K
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8.57K+ 1105.94% |
$153K - $355K
|
9.35K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
1.56K+ 3.74% |
$27.8K - $64.4K
|
43.1K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
45KNew |
$804K - $1.87M
|
45K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$53.6 - $124
|
3
$87.4
|
|