Purchases and Sales Made in Q4 2024 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173New |
$3.93K - $6.71K
|
173
$5.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128New |
$2.91K - $4.96K
|
128
$3.73K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$3.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
120New |
$2.73K - $4.65K
|
120
$3.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
113New |
$2.57K - $4.38K
|
113
$3.29K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.27K - $3.88K
|
100
$2.91K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74New |
$1.68K - $2.87K
|
74
$2.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 98.61% |
$1.61K - $2.75K
|
143
$4.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
65New |
$1.48K - $2.52K
|
65
$1.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$750 - $1.28K
|
33
$962
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$705 - $1.2K
|
31
$903
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$568 - $970
|
25
$729
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20New |
$455 - $776
|
20
$583
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$455 - $776
|
20
$583
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17New |
$386 - $659
|
17
$495
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$227 - $388
|
10
$291
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1+ 100.0% |
$22.7 - $38.8
|
2
$58.3
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$22.7 - $38.8
|
1
$29.1
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$114 - $194
|
1.91K
$55.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 13.04% |
$205 - $349
|
60
$1.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15- 17.44% |
$341 - $582
|
71
$2.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-213- 29.38% |
$4.84K - $8.26K
|
512
$14.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-289- 1.99% |
$6.57K - $11.2K
|
14.2K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-807- 2.76% |
$18.3K - $31.3K
|
28.4K
$827K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-896- 25.62% |
$20.4K - $34.7K
|
2.6K
$75.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 99.72% |
$23.9K - $40.8K
|
3
$87.4
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.36K- 4.75% |
$31K - $52.9K
|
27.3K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 66.9% |
$39.8K - $67.9K
|
866
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 73.48% |
$42.1K - $71.9K
|
669
$19.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.13K- 63.51% |
$48.5K - $82.7K
|
1.23K
$35.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-2.39K- 7.62% |
$54.4K - $92.8K
|
29K
$845K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.48K- 31.34% |
$79.1K - $135K
|
7.62K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-5K- 20.0% |
$114K - $194K
|
20K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-8.54K- 43.06% |
$194K - $331K
|
11.3K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-13.4K- 54.45% |
$305K - $521K
|
11.2K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-14.9K- 45.99% |
$339K - $578K
|
17.5K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16.6K- 13.14% |
$376K - $642K
|
109K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-54.7K- 6.94% |
$1.24M - $2.12M
|
733K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-166K- 1.18% |
$3.78M - $6.45M
|
13.9M
$405M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-297K- 34.02% |
$6.76M - $11.5M
|
577K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-500K- 73.1% |
$11.4M - $19.4M
|
184K
$5.36M
|