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 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40New |
$700 - $1.55K
|
40
$2.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
40New |
$700 - $1.55K
|
40
$2.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
29New |
$508 - $1.13K
|
29
$1.69K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$403 - $894
|
23
$1.34K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
22New |
$385 - $855
|
22
$1.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20New |
$350 - $777
|
20
$1.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16New |
$280 - $622
|
16
$931
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$52.5 - $117
|
3
$175
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
246KNew |
$4.96M - $8.23M
|
246K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
227KNew |
$4.58M - $7.61M
|
227K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
84.9KNew |
$1.71M - $2.84M
|
84.9K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
28.5KNew |
$574K - $955K
|
28.5K
$1.66M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
19KNew |
$383K - $637K
|
19K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.3KNew |
$348K - $578K
|
17.3K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15KNew |
$302K - $503K
|
15K
$873K
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.2KNew |
$286K - $476K
|
14.2K
$826K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.9K+ 36.03% |
$240K - $399K
|
45K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.1KNew |
$204K - $340K
|
10.1K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
CALL |
10KNew |
$202K - $335K
|
10K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.55KNew |
$152K - $253K
|
7.55K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
6.18KNew |
$125K - $207K
|
6.18K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
3.8KNew |
$76.6K - $127K
|
3.8K
$221K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.31KNew |
$26.4K - $43.9K
|
1.31K
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.17KNew |
$23.5K - $39K
|
1.17K
$67.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
437New |
$8.81K - $14.6K
|
437
$25.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
386New |
$7.78K - $12.9K
|
386
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
$6.85K - $11.4K
|
340
$19.8K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
252New |
$5.08K - $8.44K
|
252
$14.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
200New |
$4.03K - $6.7K
|
200
$11.6K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
150New |
$3.02K - $5.03K
|
150
$8.73K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
104+ 13.25% |
$2.1K - $3.48K
|
889
$51.7K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
100New |
$2.02K - $3.35K
|
100
$5.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$2.02K - $3.35K
|
200
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
82+ 82.0% |
$1.65K - $2.75K
|
182
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
70New |
$1.41K - $2.35K
|
70
$4.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 209.68% |
$1.31K - $2.18K
|
96
$5.59K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$746 - $1.24K
|
37
$2.15K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35New |
$706 - $1.17K
|
35
$2.04K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$645 - $1.07K
|
32
$1.86K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$403 - $670
|
20
$1.16K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$101 - $168
|
5
$291
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
187KNew |
$4.26M - $7.26M
|
187K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodson Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
154KNew |
$3.5M - $5.98M
|
154K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
95KNew |
$2.16M - $3.68M
|
95K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
44.4KNew |
$1.01M - $1.72M
|
44.4K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.9KNew |
$816K - $1.39M
|
35.9K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
35.1KNew |
$797K - $1.36M
|
35.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
25.1KNew |
$570K - $972K
|
25.1K
$1.46M
|
|