Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Symbotic Inc (SYM)  
$41.79 2.96 (6.61%) as of 4:30 Fri 5/10


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  : 
2.05 (4.68%)  




 
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
   SVF Sponsor III (DE) LLC 1 - 2023-12-31 9,090,000 $466,590,000 0
   SB Global Advisers Ltd 2 - 2022-12-31 20,000,000 $238,800,000 0
   Legacy Capital Wealth Partners LLC 36 - 2023-12-31 38,000 $1,951,000 0
   AlphaCentric Advisors LLC 56 - 2024-03-31 25,000 $1,125,000 0
   Lattice Capital Management LLC 14 - 2024-03-31 15,500 $698,000 0
   Quent Capital LLC - 2024-03-31 14,300 $644,000 0
   NEXT CENTURY GROWTH INVESTORS LLC 115 - 2023-12-31 5,267 $270,000 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
   OSSIAM 602 - 2023-12-31 3,133 $161,000 0
   TORONTO DOMINION BANK 897 - 2023-12-31 3,000 $154,000 0
   CAROLINAS WEALTH CONSULTING LLC 308 - 2023-12-31 1,207 $62,000 0
   Centerpoint Advisors LLC 155 - 2024-03-31 1,200 $54,000 0
   Providence Capital Advisors LLC 159 - 2023-12-31 1,000 $51,000 0
   NBC SECURITIES INC. 1322 - 2024-03-31 638 $28,000 0
   RHUMBLINE ADVISERS 3755 - 2023-12-31 294 $15,000 0
   NATIXIS 864 - 2023-12-31 300 $15,000 0
   First Personal Financial Services 261 - 2024-03-31 310 $14,000 0
   Ulland Investment Advisors LLC 178 - 2024-03-31 190 $9,000 0
   TRUST CO OF VERMONT - 2024-03-31 200 $9,000 0
   Castleview Partners LLC 532 - 2023-12-31 150 $8,000 0
   Crewe Advisors LLC 224 - 2023-12-31 150 $8,000 0
   Insight Financial Services 88 - 2024-03-31 100 $5,000 0
   Goss Wealth Management LLC 3211 - 2023-12-31 50 $3,000 0
   NVWM LLC 345 - 2023-12-31 50 $3,000 0
   CLEAN YIELD GROUP - 2023-12-31 20 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 1 $0 0
   Activest Wealth Management 444 *Closed 2024-03-31 0 $0 0

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