Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Symbotic Inc (SYM)  
$43.55 0.43 (1%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 193    27
Total shares held : 
65,164,059  
% of shares held : 
73.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  45  
Amount of shares held : 
21,467,885  
% of shares held change : 
  24.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$34.52  
Last Quarter's Ending Price : 
$51.33  
Last Quarter's Average Price
$43.84  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (0.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
46
 1,124,394
 1.73%
 
Increased Positions :
66
 21,750,673
 33.38%
 
Unchanged Positions :
33
 9,334,240
 14.32%
 
Decreased Positions :
48
-1,021,164
-1.57%
 
Closed Positions :
19
-386,018
-0.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SOFTBANK GROUP CORP 2 - 2024-03-31 39,825,312 $1,792,139,000 0
   SVF Sponsor III (DE) LLC 1 - 2024-03-31 9,090,000 $409,050,000 0
   SB Global Advisers Ltd 2 - 2022-12-31 20,000,000 $238,800,000 0
   TANAKA CAPITAL MANAGEMENT INC 9 - 2024-03-31 41,537 $1,869,000 0
   AlphaCentric Advisors LLC 56 - 2024-03-31 25,000 $1,125,000 0
   ROYCE & ASSOCIATES LLC 718 - 2024-03-31 23,500 $1,058,000 0
   Lattice Capital Management LLC 14 - 2024-03-31 15,500 $698,000 0
   Quent Capital LLC 147 - 2024-03-31 14,300 $644,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2189 - 2024-03-31 12,400 $558,000 0
   PNC FINANCIAL SERVICES GROUP INC 1505 - 2024-03-31 11,632 $523,000 0
   ARMSTRONG ADVISORY GROUP INC 162 - 2024-03-31 4,647 $239,000 0
   PATHSTONE FAMILY OFFICE, LLC 1515 - 2023-09-30 6,000 $201,000 0
   CAROLINAS WEALTH CONSULTING LLC 362 - 2024-03-31 1,207 $54,000 0
   Centerpoint Advisors LLC 155 - 2024-03-31 1,200 $54,000 0
   Providence Capital Advisors LLC 165 - 2024-03-31 1,000 $45,000 0
   Pingora Partners LLC 146 - 2024-03-31 1,000 $45,000 0
   NBC SECURITIES INC. 1322 - 2024-03-31 638 $28,000 0
   First Personal Financial Services 261 - 2024-03-31 310 $14,000 0
   Main Street Group LTD 379 - 2024-03-31 300 $14,000 0
   RHUMBLINE ADVISERS 3776 - 2024-03-31 294 $13,000 0
   Ulland Investment Advisors LLC 178 - 2024-03-31 190 $9,000 0
   TRUST CO OF VERMONT 695 - 2024-03-31 200 $9,000 0
   Insight Financial Services 88 - 2024-03-31 100 $5,000 0
   Clear Point Advisors Inc. 401 - 2024-03-31 90 $4,000 0
   QUADRANT CAPITAL GROUP LLC 2439 - 2024-03-31 61 $3,000 0
   NVWM LLC 360 - 2024-03-31 50 $2,000 0
   CLEAN YIELD GROUP - 2023-12-31 20 $1,000 0
   PROEQUITIES INC. 8682 - 2024-03-31 0 $0 0
   JFS WEALTH ADVISORS, LLC 1999 - 2024-03-31 1 $0 0
   Activest Wealth Management 444 *Closed 2024-03-31 0 $0 0

  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results