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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$19K - $25.2K
|
500
$14.6K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
287+ 455.56% |
$10.9K - $14.5K
|
350
$10.2K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.49KNew |
$208K - $277K
|
5.49K
$160K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.61K- 31.44% |
$98.8K - $132K
|
5.69K
$166K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-51K- 82.79% |
$1.93M - $2.57M
|
10.6K
$309K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
200+ 4.0% |
$7.58K - $10.1K
|
5.2K
$152K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.79K - $5.05K
|
100
$2.91K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.7KNew |
$254K - $338K
|
6.7K
$195K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$5.69K - $7.57K
|
150
$4.37K
|
|
Q4 2023 | |||||||
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
87.1KNew |
$2.72M - $5.07M
|
87.1K
$2.54M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.89K- 30.98% |
$58.9K - $110K
|
4.21K
$123K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
74New |
$2.31K - $4.31K
|
74
$2.16K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$9.36K - $17.5K
|
300
$8.74K
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51K+ 61.3% |
$1.59M - $2.97M
|
134K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
18.3KNew |
$571K - $1.07M
|
18.3K
$534K
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
29KNew |
$905K - $1.69M
|
29K
$845K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
20KNew |
$624K - $1.16M
|
20K
$583K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$281 - $524
|
9
$262
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$340K - $634K
|
10.9K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15.1KNew |
$471K - $879K
|
15.1K
$440K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-48.3K- 89.27% |
$1.51M - $2.81M
|
5.81K
$169K
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
37.6KNew |
$1.17M - $2.19M
|
37.6K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.9KNew |
$184K - $343K
|
5.9K
$172K
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
CALL |
320KNew |
$9.99M - $18.6M
|
320K
$9.33M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
500New |
$15.6K - $29.1K
|
500
$14.6K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.64KNew |
$176K - $328K
|
5.64K
$164K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-5K- 53.76% |
$156K - $291K
|
4.3K
$125K
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
17.5KNew |
$546K - $1.02M
|
17.5K
$510K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-77.7K- 56.59% |
$2.42M - $4.52M
|
59.6K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6KNew |
$187K - $349K
|
6K
$175K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
691K+ 189.55% |
$21.5M - $40.2M
|
1.06M
$30.8M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$31.2K - $58.2K
|
1K
$29.1K
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
62.5KNew |
$1.95M - $3.64M
|
62.5K
$1.82M
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
14K+ 147.37% |
$437K - $815K
|
23.5K
$685K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$35.3K - $65.9K
|
1.13K
$33K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-8.67K- 53.19% |
$271K - $505K
|
7.63K
$222K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-75- 51.72% |
$2.34K - $4.36K
|
70
$2.04K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61New |
$1.9K - $3.55K
|
61
$1.78K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$31.2 - $58.2
|
1
$29.1
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$178K - $332K
|
5.7K
$166K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
456+ 4.33% |
$14.2K - $26.5K
|
11K
$320K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.7K- 59.29% |
$582K - $1.09M
|
12.8K
$373K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.24K - $11.6K
|
200
$5.83K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100New |
$3.12K - $5.82K
|
100
$2.91K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.86K+ 10.27% |
$120K - $224K
|
41.4K
$1.21M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.51KNew |
$141K - $263K
|
4.51K
$132K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.2KNew |
$193K - $361K
|
6.2K
$181K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-400- 67.8% |
$12.5K - $23.3K
|
190
$5.54K
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-15.3K- 59.28% |
$479K - $893K
|
10.5K
$307K
|