Latest Institutional Purchases of Symbotic Inc. (SYM)

SYM Quotes by TradingView

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
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
300
New
$9.36K - $17.5K
300 $8.74K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
200
New
$6.24K - $11.6K
200 $5.83K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
BUY
 -
100
New
$3.12K - $5.82K
100 $2.91K
Jan 04, 2024 Q4 2023
Ifs Advisors, LLC

BUY
 -
100
New
$3.12K - $5.82K
100 $2.91K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
74
New
$2.31K - $4.31K
74 $2.16K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
61
New
$1.9K - $3.55K
61 $1.78K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
9
New
$281 - $524
9 $262
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
New
$31.2 - $58.2
1 $29.1
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Q3 2023
Feb 14, 2024 Q3 2023
Softbank Group Corp

Minato Ku Tokyo, M0
BUY
 -
17.8M
+ 81.02%
$540M - $1.13B
39.8M $1.16B
Nov 14, 2023 Q3 2023
G2 Investment Partners Management LLC

New York, NY
BUY
 -
20.4K
New
$618K - $1.3M
20.4K $594K
Oct 30, 2023 Q3 2023
New World Advisors LLC

Hingham, MA
BUY
 -
15K
New
$454K - $953K
15K $437K
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
BUY
 -
7.37K
New
$223K - $468K
7.37K $215K
Nov 14, 2023 Q3 2023
Ossiam

Paris, I0
BUY
 -
3.13K
New
$94.8K - $199K
3.13K $91.3K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
2.8K
New
$84.8K - $178K
2.8K $81.6K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.21K
New
$36.5K - $76.7K
1.21K $35.2K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1K
New
$30.3K - $63.5K
1K $29.1K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
20
New
$605 - $1.27K
20 $583
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
16
New
$484 - $1.02K
16 $466
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

BUY
 -
15
New
$454 - $953
15 $437
Q2 2023
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
113K
+ 1273.73%
$2.63M - $5.81M
122K $3.56M
Aug 14, 2023 Q2 2023
No Street Gp LP

San Francisco, CA
BUY
 PUT
50K
New
$1.16M - $2.56M
50K $1.46M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
10.5K
New
$243K - $538K
10.5K $306K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6K
New
$139K - $307K
6K $175K
Jul 13, 2023 Q2 2023
Thompson Davis & Co., Inc.

BUY
 -
5.05K
New
$117K - $259K
5.05K $147K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
5K
New
$116K - $256K
5K $146K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
220
New
$5.1K - $11.3K
220 $6.41K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
200
New
$4.64K - $10.2K
200 $5.83K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
100
+ 100.0%
$2.32K - $5.12K
200 $5.83K
Q1 2023
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
159K
+ 21.05%
$1.91M - $3.65M
914K $26.6M
May 15, 2023 Q1 2023
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
13.4K
New
$161K - $308K
13.4K $390K
May 12, 2023 Q1 2023
Crossmark Global Holdings, Inc.

BUY
 -
9.9K
New
$119K - $227K
9.9K $289K
Apr 20, 2023 Q1 2023
West Branch Capital LLC

BUY
 -
1K
New
$12K - $23K
1K $29.1K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
310
New
$3.73K - $7.12K
310 $9.03K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
200
New
$2.41K - $4.59K
200 $5.83K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
167
New
$2.01K - $3.84K
167 $4.87K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
29.3K
New
$258K - $407K
29.3K $854K
Feb 13, 2023 Q4 2022
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
10K
New
$88.1K - $139K
10K $291K
Feb 07, 2023 Q4 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
3K
New
$26.4K - $41.7K
3K $87.4K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.5K
New
$22K - $34.8K
2.5K $72.9K
Feb 14, 2023 Q4 2022
Nvwm, LLC

BUY
 -
50
New
$441 - $695
50 $1.46K
Q3 2022
Nov 21, 2022 Q3 2022
Sb Global Advisers LTD

London, X0
BUY
 -
18M
+ 900.0%
$183M - $358M
20M $583M
Nov 14, 2022 Q3 2022
Saba Capital Management, L.P.

New York, NY
BUY
 -
2.29M
+ 458.37%
$23.3M - $45.5M
2.79M $81.4M
Oct 25, 2022 Q3 2022
Emerald Mutual Fund Advisers Trust

BUY
 -
68.8K
New
$698K - $1.37M
68.8K $2M
Nov 14, 2022 Q3 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
48.2K
New
$489K - $957K
48.2K $1.4M
Nov 09, 2022 Q3 2022
Compass Financial Advisors LLC

BUY
 -
14.7K
New
$149K - $291K
14.7K $427K
Nov 14, 2022 Q3 2022
Altshuler Shaham LTD

BUY
 -
4.61K
New
$46.8K - $91.6K
4.61K $134K
Aug 06, 2024 Q3 2022
Hantz Financial Services, Inc.

BUY
 -
798
+ 106.4%
$8.1K - $15.9K
1.55K $45.1K
Oct 31, 2022 Q3 2022
Clean Yield Group

BUY
 -
20
New
$203 - $397
20 $583

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