Latest Institutional Purchases of Symbotic Inc. (SYM)
This list provides information on the latest institutional transactions involving Symbotic Inc. (SYM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.73KNew |
$214K - $325K
|
6.73K
$196K
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.17K+ 85.26% |
$196K - $298K
|
13.4K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.1KNew |
$194K - $295K
|
6.1K
$178K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.43KNew |
$141K - $214K
|
4.43K
$129K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.64K+ 13.09% |
$116K - $176K
|
31.5K
$917K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
3.1KNew |
$98.5K - $150K
|
3.1K
$90.3K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 147.6% |
$92.8K - $141K
|
4.9K
$143K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.37KNew |
$75.2K - $114K
|
2.37K
$69K
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.26K+ 29.05% |
$71.8K - $109K
|
10K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.39K+ 85.91% |
$44.2K - $67.2K
|
3.01K
$87.7K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.17KNew |
$37K - $56.3K
|
1.17K
$33.9K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
1KNew |
$31.8K - $48.4K
|
1K
$29.1K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
910New |
$28.9K - $44K
|
910
$26.5K
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
802+ 7.6% |
$25.5K - $38.8K
|
11.4K
$331K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
751+ 14.04% |
$23.9K - $36.3K
|
6.1K
$178K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
728+ 87.71% |
$23.1K - $35.2K
|
1.56K
$45.4K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
722+ 10.78% |
$22.9K - $34.9K
|
7.42K
$216K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
679+ 8.51% |
$21.6K - $32.8K
|
8.66K
$252K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
606+ 132.31% |
$19.3K - $29.3K
|
1.06K
$31K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
479New |
$15.2K - $23.2K
|
479
$14K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
310+ 22.43% |
$9.85K - $15K
|
1.69K
$49.3K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
300+ 12.5% |
$9.53K - $14.5K
|
2.7K
$78.7K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
254New |
$8.07K - $12.3K
|
254
$7.4K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$7.02K - $10.7K
|
221
$6.44K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
101New |
$3.21K - $4.88K
|
101
$2.94K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 833.33% |
$3.18K - $4.84K
|
112
$3.26K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 15.2% |
$2.41K - $3.68K
|
576
$16.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$1.91K - $2.9K
|
60
$1.75K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.67% |
$1.75K - $2.66K
|
8.28K
$241K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 137.5% |
$1.75K - $2.66K
|
95
$2.77K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$953 - $1.45K
|
30
$874
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.37% |
$794 - $1.21K
|
1.08K
$31.5K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 62.96% |
$540 - $822
|
44
$1.28K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
400KNew |
$15.2M - $20.2M
|
400K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
126KNew |
$4.78M - $6.36M
|
126K
$3.68M
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
105KNew |
$3.99M - $5.31M
|
105K
$3.06M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
76.4KNew |
$2.9M - $3.86M
|
76.4K
$2.23M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.5KNew |
$1.54M - $2.04M
|
40.5K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31.5K+ 50.0% |
$1.19M - $1.59M
|
94.5K
$2.75M
|
|
May 15, 2024
Q1 2024
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
26.7K+ 45.56% |
$1.01M - $1.35M
|
85.3K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15K+ 16.21% |
$569K - $757K
|
108K
$3.13M
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
10.2KNew |
$388K - $517K
|
10.2K
$298K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.41KNew |
$357K - $475K
|
9.41K
$274K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.4K+ 42.74% |
$356K - $474K
|
31.4K
$915K
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.06KNew |
$344K - $457K
|
9.06K
$264K
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
8.1KNew |
$307K - $409K
|
8.1K
$236K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.3KNew |
$277K - $368K
|
7.3K
$213K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.7KNew |
$254K - $338K
|
6.7K
$195K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5KNew |
$246K - $328K
|
6.5K
$189K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.27KNew |
$238K - $317K
|
6.27K
$183K
|