Purchases and Sales Made in Q1 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q1 2024. The information is specifically focused on institutions that hold shares of Symbotic Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.05K+ 2700.0% |
$154K - $204K
|
4.2K
$122K
|
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
3.3K+ 5.66% |
$125K - $166K
|
61.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.18K+ 52.85% |
$121K - $160K
|
9.19K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.16K+ 48.05% |
$120K - $159K
|
9.74K
$284K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.15K+ 582.26% |
$119K - $159K
|
3.69K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.52K+ 36.63% |
$95.4K - $127K
|
9.39K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$94.8K - $126K
|
2.5K
$72.9K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.49K+ 11.3% |
$94.4K - $126K
|
24.5K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.4KNew |
$91K - $121K
|
2.4K
$69.9K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 11.09% |
$77.6K - $103K
|
20.5K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2KNew |
$75.9K - $101K
|
2K
$58.3K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98KNew |
$75K - $99.8K
|
1.98K
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 27.74% |
$67.7K - $90.1K
|
8.22K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 13.25% |
$65.7K - $87.5K
|
14.8K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.62KNew |
$61.3K - $81.6K
|
1.62K
$47.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.58KNew |
$59.7K - $79.5K
|
1.58K
$45.9K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.51K+ 19.02% |
$57.2K - $76.1K
|
9.44K
$275K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.45K+ 120.83% |
$55K - $73.2K
|
2.65K
$77.2K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.29K+ 30.64% |
$48.9K - $65.1K
|
5.5K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$45.6K - $60.7K
|
1.2K
$35.1K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$41.7K - $55.5K
|
1.1K
$32.1K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.1K+ 3.45% |
$41.7K - $55.5K
|
33K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$41.7K - $55.5K
|
1.1K
$32.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.02K+ 3.08% |
$38.7K - $51.6K
|
34.2K
$997K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
850+ 566.67% |
$32.2K - $42.9K
|
1K
$29.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
841+ 11.17% |
$31.9K - $42.4K
|
8.37K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
830New |
$31.5K - $41.9K
|
830
$24.2K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
823New |
$31.2K - $41.5K
|
823
$24K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
797+ 158.45% |
$30.2K - $40.2K
|
1.3K
$37.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
660+ 166.67% |
$25K - $33.3K
|
1.06K
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
654+ 4.54% |
$24.8K - $33K
|
15.1K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
620+ 0.17% |
$23.5K - $31.3K
|
370K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
536+ 1072.0% |
$20.3K - $27K
|
586
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
521New |
$19.8K - $26.3K
|
521
$15.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$19K - $25.2K
|
500
$14.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$19K - $25.2K
|
500
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
471+ 10.18% |
$17.9K - $23.8K
|
5.1K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
444+ 31.62% |
$16.8K - $22.4K
|
1.85K
$53.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
342New |
$13K - $17.3K
|
342
$9.97K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
305+ 6.05% |
$11.6K - $15.4K
|
5.35K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
304+ 6.24% |
$11.5K - $15.3K
|
5.18K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
304New |
$11.5K - $15.3K
|
304
$8.86K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$11.4K - $15.1K
|
300
$8.74K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
287+ 455.56% |
$10.9K - $14.5K
|
350
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
284+ 11.56% |
$10.8K - $14.3K
|
2.74K
$79.8K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
242+ 21.23% |
$9.17K - $12.2K
|
1.38K
$40.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
220New |
$8.34K - $11.1K
|
220
$6.41K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200New |
$7.58K - $10.1K
|
200
$5.83K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$7.58K - $10.1K
|
200
$5.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
200+ 4.0% |
$7.58K - $10.1K
|
5.2K
$152K
|