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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
43.2KNew |
$771K - $1.79M
|
43.2K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.54% |
$17.9 - $41.4
|
66
$1.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-87.4K- 88.04% |
$1.56M - $3.62M
|
11.9K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
69KNew |
$1.23M - $2.86M
|
69K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 501.7% |
$26.3K - $61.1K
|
1.77K
$49K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-700- 63.64% |
$12.5K - $29K
|
400
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-300- 1.89% |
$5.36K - $12.4K
|
15.6K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
649+ 119.96% |
$11.6K - $26.9K
|
1.19K
$33K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
125New |
$2.23K - $5.18K
|
125
$3.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-39- 43.33% |
$697 - $1.62K
|
51
$1.41K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.48K+ 38.02% |
$44.3K - $103K
|
9.01K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19KNew |
$340K - $788K
|
19K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 147.14% |
$21.6K - $50.2K
|
2.03K
$56.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$7.14K - $16.6K
|
400
$11.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 76.56% |
$102K - $236K
|
13.1K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-289- 2.0% |
$5.16K - $12K
|
14.2K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
204New |
$3.64K - $8.45K
|
204
$5.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 64.09% |
$76.4K - $177K
|
11K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$17.9 - $41.4
|
1
$27.7
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-284- 3.3% |
$5.07K - $11.8K
|
8.32K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2KNew |
$35.7K - $82.9K
|
2K
$55.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
17New |
$304 - $704
|
17
$471
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.2KNew |
$200K - $464K
|
11.2K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.1KNew |
$163K - $377K
|
9.1K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.89K- 36.55% |
$105K - $244K
|
10.2K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-837- 72.72% |
$14.9K - $34.7K
|
314
$8.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.05K- 19.29% |
$54.5K - $126K
|
12.8K
$354K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.7K+ 1273060.0% |
$1.14M - $2.64M
|
63.7K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$1.79K - $4.14K
|
100
$2.77K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 50.0% |
$8.93K - $20.7K
|
1.5K
$41.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$447 - $1.04K
|
25
$693
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1KNew |
$17.9K - $41.6K
|
1K
$27.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.5K+ 71.47% |
$1.26M - $2.92M
|
169K
$4.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.1K- 8.84% |
$1.05M - $2.45M
|
609K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.4K+ 31.11% |
$25K - $58K
|
5.9K
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 43.99% |
$2.68K - $6.22K
|
191
$5.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.05K- 65.33% |
$36.6K - $85K
|
1.09K
$30.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24New |
$429 - $995
|
24
$665
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
10.1K+ 54.6% |
$180K - $419K
|
28.6K
$793K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40New |
$714 - $1.66K
|
40
$1.11K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.4KNew |
$332K - $505K
|
10.4K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185- 3.02% |
$5.88K - $8.95K
|
5.93K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.7KNew |
$403K - $613K
|
12.7K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.67% |
$1.75K - $2.66K
|
8.28K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-50K- 50.0% |
$1.59M - $2.42M
|
50K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.38M - $2.09M
|
43.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
679+ 8.51% |
$21.6K - $32.8K
|
8.66K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
25K+ 24.22% |
$794K - $1.21M
|
128K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$351K - $534K
|
11.1K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
804KNew |
$25.5M - $38.9M
|
804K
$22.3M
|
|