Purchases and Sales Made in Q4 2025 in Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
136K+ 23.06% |
$7.91M - $11.1M
|
726K
$42.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
27.1KNew |
$1.58M - $2.22M
|
27.1K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
7.22K+ 69.9% |
$420K - $591K
|
17.6K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.68KNew |
$388K - $547K
|
6.68K
$389K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.6KNew |
$267K - $376K
|
4.6K
$267K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.13KNew |
$240K - $338K
|
4.13K
$240K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.47K+ 6.72% |
$85.6K - $121K
|
23.4K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.37K+ 26.04% |
$79.7K - $112K
|
6.64K
$386K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
777+ 8.14% |
$45.1K - $63.6K
|
10.3K
$601K
|
|
|
Jan 14, 2026
Q4 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
200+ 0.23% |
$11.6K - $16.4K
|
88.6K
$5.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
136New |
$7.9K - $11.1K
|
136
$7.91K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
37+ 17.05% |
$2.15K - $3.03K
|
254
$14.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35+ 35.0% |
$2.03K - $2.86K
|
135
$7.85K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
30+ 0.1% |
$1.74K - $2.45K
|
28.7K
$1.67M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 55.88% |
$1.1K - $1.55K
|
53
$3.08K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 14.29% |
$581 - $818
|
80
$4.65K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$174 - $245
|
10
$582
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$58.1 - $81.8
|
1
$58.2
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 28.57% |
$116 - $164
|
5
$291
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 12.7% |
$465 - $655
|
55
$3.2K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-103- 0.18% |
$5.98K - $8.43K
|
57.7K
$3.36M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-1.1K- 13.0% |
$64K - $90.2K
|
7.38K
$429K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.81K- 58.41% |
$105K - $148K
|
1.29K
$75.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-2.14K- 37.01% |
$124K - $175K
|
3.64K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 7.22% |
$138K - $195K
|
30.6K
$1.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.39K- 59.36% |
$488K - $687K
|
5.75K
$334K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.9K- 5.73% |
$1.16M - $1.63M
|
327K
$19M
|
|
|
Jan 15, 2026
Q4 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-24.3K- 21.49% |
$1.41M - $1.99M
|
88.8K
$5.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-65K- 87.86% |
$3.78M - $5.32M
|
8.98K
$522K
|
|