SYM Insider Trading

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Insider Ownership Percentage: 38.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $319,348,145.54

Symbotic Insider Trading History Chart

Symbotic Share Price & Price History

^$38.80

▲ +0.96 (2.54%)

As of 07/26/2024 01:00 AM ET

Days: 30 | 90 | 365

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Symbotic Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/24/2024	Michael David Dunn	Insider	Sell	1,895	$36.56	$69,281.20	77,326
7/15/2024	Michael David Dunn	Insider	Sell	2,000	$40.00	$80,000.00	74,808
7/2/2024	Michael David Dunn	Insider	Sell	5,188	$35.49	$184,122.12	76,808
7/2/2024	Todd Krasnow	Director	Sell	2,000	$35.49	$70,980.00	2,000
6/7/2024	Rollin L. Ford	Director	Sell	49,998	$37.29	$1,864,425.42	10,447
6/3/2024	Todd Krasnow	Director	Sell	2,000	$39.79	$79,580.00	214,036
5/28/2024	Todd Krasnow	Director	Sell	2,000	$40.92	$81,840.00	214,036
5/24/2024	David A Ladensohn	Major Shareholder	Sell	50,000	$40.89	$2,044,500.00
5/22/2024	Janet L Cohen	Major Shareholder	Sell	25,000	$43.26	$1,081,500.00
5/22/2024	Michael David Dunn	Insider	Sell	1,200	$44.02	$52,824.00	70,832
5/1/2024	Michael David Dunn	Insider	Sell	2,000	$40.00	$80,000.00	72,032
4/26/2024	William M. Boyd, III	Insider	Sell	8,825	$40.34	$356,000.50	23,012
4/24/2024	Michael David Dunn	Insider	Sell	1,747	$40.08	$70,019.76	74,032
4/5/2024	Todd Krasnow	Director	Sell	2,000	$42.20	$84,400.00	10,447
4/2/2024	Michael David Dunn	Insider	Sell	5,444	$43.29	$235,670.76	71,366
3/14/2024	Merline Saintil	Director	Sell	3,135	$44.74	$140,259.90	62,312
3/1/2024	Todd Krasnow	Director	Sell	2,000	$39.39	$78,780.00	10,447
2/26/2024	David A. Ladensohn	major shareholder	Sell	2,085,296	$39.69	$82,765,398.24
2/26/2024	Richard B. Cohen	Insider	Sell	5,000,000	$38.32	$191,600,000.00
2/5/2024	Todd Krasnow	Director	Sell	2,000	$51.50	$103,000.00
1/30/2024	Michael David Dunn	Insider	Sell	7,051	$45.00	$317,295.00	65,646
1/24/2024	Michael David Dunn	Insider	Sell	7,504	$41.56	$311,866.24	72,768
1/22/2024	Michael David Dunn	Insider	Sell	74,198	$45.69	$3,390,106.62	62,624
1/9/2024	Michael David Dunn	Insider	Sell	68,842	$43.48	$2,993,250.16	136,822
1/3/2024	Michael David Dunn	Insider	Sell	76,078	$46.61	$3,545,995.58	99,956
1/2/2024	Todd Krasnow	Director	Sell	2,000	$50.49	$100,980.00
12/14/2023	Michael David Dunn	Insider	Sell	94,917	$50.60	$4,802,800.20	1,197
12/14/2023	Todd Krasnow	Director	Sell	4,000	$52.19	$208,760.00
12/6/2023	William M. Boyd, III	Insider	Sell	13,518	$54.71	$739,569.78	1,193
12/4/2023	William M. Boyd, III	Insider	Sell	44,183	$55.93	$2,471,155.19	57,010
11/29/2023	Rollin L. Ford	Director	Sell	9,015	$52.58	$474,008.70	65,000
11/28/2023	David A Ladensohn	Major Shareholder	Sell	20,000	$58.48	$1,169,600.00	15,000
11/27/2023	Todd Krasnow	Director	Sell	18,894	$51.21	$967,561.74	406,036
11/24/2023	Todd Krasnow	Director	Sell	51,106	$52.72	$2,694,308.32	406,036
10/3/2023	Michael David Dunn	Insider	Sell	5,558	$31.21	$173,465.18	96,114
8/29/2023	Charles Kane	Director	Sell	45,674	$39.65	$1,810,974.10	87,982
8/29/2023	Thomas C. Ernst, Jr.	CFO	Sell	78,975	$39.65	$3,131,358.75	40,149
8/29/2023	William M. Boyd, III	Insider	Sell	78,782	$39.65	$3,123,706.30	40,818
8/8/2023	Charles Kane	Director	Sell	31,344	$50.15	$1,571,901.60	65,000
8/8/2023	Thomas C. Ernst, Jr.	CFO	Sell	31,302	$50.15	$1,569,795.30	426
8/8/2023	William M. Boyd, III	Insider	Sell	31,593	$50.16	$1,584,704.88	1,193
8/7/2023	David A Ladensohn	Major Shareholder	Sell	20,000	$53.62	$1,072,400.00	20,000
7/25/2023	Janet L Cohen	Major Shareholder	Sell	17,825,312	$28.05	$500,000,001.60
7/23/2023	Svf Ii Spac Investment 3 (De)	Major Shareholder	Buy	17,825,312	$28.05	$500,000,001.60	17,825,312
7/5/2023	Michael David Dunn	Insider	Sell	5,375	$41.32	$222,095.00	88,508
5/25/2023	Michael David Dunn	Insider	Sell	30,000	$34.54	$1,036,200.00	79,522
5/23/2023	Michael David Dunn	Insider	Sell	11,080	$32.12	$355,889.60	128,442
5/15/2023	Rollin L. Ford	Director	Buy	8,000	$24.70	$197,600.00	8,000
5/10/2023	Michael David Dunn	Insider	Sell	5,000	$27.58	$137,900.00	139,522
4/3/2023	Michael David Dunn	Insider	Sell	2,815	$23.29	$65,561.35	146,819
3/1/2023	Michael David Dunn	Insider	Sell	700	$16.55	$11,585.00	139,990
2/27/2023	Michael David Dunn	Insider	Sell	12,593	$16.71	$210,429.03	151,176
2/24/2023	Michael David Dunn	Insider	Sell	12,639	$16.61	$209,933.79	163,769
2/22/2023	Michael David Dunn	Insider	Sell	20,579	$16.98	$349,431.42	195,891
12/7/2022	Michael David Dunn	Insider	Sell	5,000	$11.33	$56,650.00	144,939
8/24/2022	Michael David Dunn	Insider	Sell	21,898	$13.22	$289,491.56	149,939
8/22/2022	Michael David Dunn	Insider	Sell	34,436	$13.19	$454,210.84	199,964
8/19/2022	Michael David Dunn	Insider	Sell	42,000	$14.49	$608,580.00	234,400

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SEC Filings (Institutional Ownership Changes) for Symbotic (NASDAQ:SYM)

Institutional Buying and Selling by Quarter

Symbotic Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Skylands Capital LLC	8,400	$0.30M	0.0%	N/A	0.001%
7/26/2024	Bank of New York Mellon Corp	80,707	$2.84M	0.0%	+9.6%	0.014%
7/26/2024	AlphaCentric Advisors LLC	20,000	$0.70M	0.5%	-20.0%	0.003%
7/25/2024	Raymond James Trust N.A.	37,922	$1.33M	0.0%	+10.8%	0.006%
7/25/2024	Baillie Gifford & Co.	10,660,949	$374.84M	0.3%	+12.4%	1.824%
7/25/2024	Lakeshore Financial Planning Inc.	6,730	$0.24M	0.1%	N/A	0.001%
7/25/2024	RFP Financial Group LLC	1,692	$59K	0.0%	+22.4%	0.000%
7/19/2024	Western Wealth Management LLC	15,850	$0.56M	0.0%	-7.6%	0.003%
7/19/2024	Vista Investment Partners LLC	27,899	$0.98M	0.3%	+36.1%	0.005%
7/19/2024	Raymond James & Associates	668,103	$23.49M	0.0%	+8.4%	0.114%
7/19/2024	TCW Group Inc.	381,199	$13.40M	0.1%	-0.6%	0.065%
7/12/2024	SG Americas Securities LLC	60,524	$2.13M	0.0%	N/A	0.010%
7/12/2024	Register Financial Advisors LLC	41,300	$1.45M	0.7%	+268.8%	0.007%
7/5/2024	Polianta Ltd	28,000	$0.98M	0.5%	N/A	0.005%
5/24/2024	Cetera Advisors LLC	8,372	$0.38M	0.0%	+11.2%	0.001%
5/20/2024	Virtu Financial LLC	17,116	$0.77M	0.1%	N/A	0.003%
5/17/2024	Washington Harbour Partners LP	85,300	$3.84M	6.2%	+45.6%	0.015%
5/17/2024	Vista Investment Partners LLC	20,496	$0.92M	0.3%	+11.1%	0.004%
5/17/2024	Comerica Bank	16,641	$0.75M	0.0%	+1,347.0%	0.003%
5/16/2024	California State Teachers Retirement System	15,057	$0.68M	0.0%	+4.5%	0.003%
5/15/2024	Sandia Investment Management LP	2,500	$0.11M	0.1%	N/A	0.000%
5/15/2024	Price T Rowe Associates Inc. MD	369,646	$16.64M	0.0%	+0.2%	0.064%
5/14/2024	K2 Principal Fund L.P.	5,000	$0.23M	0.0%	N/A	0.001%
5/14/2024	Advisors Asset Management Inc.	2,740	$0.12M	0.0%	+11.6%	0.000%
5/14/2024	EntryPoint Capital LLC	2,055	$92K	0.1%	-61.6%	0.000%
5/14/2024	Crewe Advisors LLC	4,200	$0.19M	0.0%	+2,700.0%	0.001%
5/14/2024	Natixis Investment Managers International	2,001	$90K	0.0%	N/A	0.000%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	7,829	$0.35M	0.0%	N/A	0.001%
5/10/2024	Vanguard Group Inc.	2,426,420	$109.19M	0.0%	+16.6%	0.420%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	271,529	$12.22M	0.0%	N/A	0.047%
5/9/2024	RFP Financial Group LLC	1,382	$62K	0.0%	+21.2%	0.000%
5/9/2024	Blair William & Co. IL	33,365	$1.50M	0.0%	+418.1%	0.006%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	13,935	$0.63M	0.0%	-4.5%	0.002%
5/8/2024	Avantax Advisory Services Inc.	9,737	$0.44M	0.0%	+48.0%	0.002%
5/7/2024	Swiss National Bank	33,000	$1.49M	0.0%	+3.4%	0.006%
5/7/2024	Zevenbergen Capital Investments LLC	361,167	$16.25M	0.3%	+1,826.2%	0.063%
5/7/2024	Oppenheimer & Co. Inc.	8,144	$0.37M	0.0%	N/A	0.001%
5/7/2024	Retirement Planning Co of New England Inc.	16,765	$0.75M	0.4%	N/A	0.003%
5/3/2024	Essex Investment Management Co. LLC	24,516	$1.10M	0.2%	+11.3%	0.004%
5/3/2024	RiverPark Advisors LLC	823	$37K	0.0%	N/A	0.000%
5/2/2024	Hunter Associates Investment Management LLC	39,474	$1.77M	0.3%	+70.3%	0.007%
5/2/2024	Greenwood Capital Associates LLC	5,066	$0.23M	0.0%	N/A	0.001%
5/2/2024	Hussman Strategic Advisors Inc.	94,500	$4.25M	1.0%	+50.0%	0.016%
5/1/2024	Capstone Investment Advisors LLC	73,658	$3.32M	0.0%	N/A	0.013%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	568,577	$25.59M	0.0%	-17.3%	0.099%
5/1/2024	Baillie Gifford & Co.	9,483,371	$426.75M	0.3%	N/A	1.643%
4/30/2024	Commonwealth Equity Services LLC	20,519	$0.92M	0.0%	-53.4%	0.004%
4/26/2024	Pinnacle Associates Ltd.	16,115	$0.73M	0.0%	+57.6%	0.003%
4/26/2024	Prestige Wealth Management Group LLC	4,425	$0.20M	0.0%	N/A	0.001%
4/23/2024	Global Retirement Partners LLC	1,056	$48K	0.0%	+166.7%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	97,509	$4.39M	0.0%	+189.7%	0.017%
4/22/2024	Raymond James & Associates	616,391	$27.74M	0.0%	+6.3%	0.107%
4/19/2024	Financial Sense Advisors Inc.	5,490	$0.25M	0.1%	N/A	0.001%
4/19/2024	Taylor Frigon Capital Management LLC	66,962	$3.01M	1.4%	+7.0%	0.012%
4/16/2024	Toth Financial Advisory Corp	6,700	$0.30M	0.0%	N/A	0.001%
4/16/2024	First Dallas Securities Inc.	19,300	$0.87M	0.4%	+60.8%	0.003%
4/16/2024	Hodges Capital Management Inc.	315,891	$14.22M	0.9%	-23.1%	0.055%
4/16/2024	Register Financial Advisors LLC	11,200	$0.50M	0.3%	+124.0%	0.002%
4/16/2024	Wealth Enhancement Advisory Services LLC	17,541	$0.79M	0.0%	-13.1%	0.003%
4/12/2024	Bourne Lent Asset Management Inc.	61,560	$2.77M	1.1%	+5.7%	0.011%
3/25/2024	Quadrature Capital Ltd	32,523	$1.67M	0.0%	N/A	0.006%
3/22/2024	PNC Financial Services Group Inc.	11,632	$0.60M	0.0%	+7.4%	0.002%
3/11/2024	Vanguard Group Inc.	2,081,034	$106.82M	0.0%	+2.0%	0.361%
2/15/2024	Coatue Management LLC	216,010	$11.09M	0.0%	N/A	0.039%
2/14/2024	Alden Global Capital LLC	37,623	$1.93M	0.8%	N/A	0.007%
2/14/2024	Quadrature Capital Ltd	32,523	$1.67M	0.0%	N/A	0.006%
2/14/2024	S Squared Technology LLC	270,000	$13.86M	6.7%	+3.8%	0.048%
2/14/2024	Seven Eight Capital LP	50,025	$2.57M	0.3%	N/A	0.009%
2/13/2024	Pinebridge Investments L.P.	142,129	$7.30M	0.1%	+51.3%	0.026%
2/13/2024	1832 Asset Management L.P.	1,055,400	$54.17M	0.1%	+189.5%	0.189%
2/13/2024	First Trust Advisors LP	510,237	$26.19M	0.0%	+44.0%	0.092%
2/12/2024	BOCHK Asset Management Ltd	62,500	$3.21M	2.0%	N/A	0.011%
2/12/2024	Pingora Partners LLC	1,000	$51K	0.0%	N/A	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	17,274	$0.89M	0.0%	+201.8%	0.003%
2/12/2024	1492 Capital Management LLC	4,755	$0.24M	0.1%	-87.0%	0.001%
2/9/2024	TCW Group Inc.	313,659	$16.10M	0.2%	-8.9%	0.056%
2/9/2024	US Bancorp DE	13,344	$0.69M	0.0%	+434.6%	0.002%
2/9/2024	Aigen Investment Management LP	7,634	$0.39M	0.1%	-53.2%	0.001%
2/9/2024	Wells Fargo & Company MN	171,585	$8.81M	0.0%	+170.4%	0.031%
2/9/2024	PNC Financial Services Group Inc.	11,632	$0.60M	0.0%	+7.4%	0.002%
2/9/2024	Dynamic Technology Lab Private Ltd	44,851	$2.30M	0.2%	N/A	0.008%
2/8/2024	Zevenbergen Capital Investments LLC	18,750	$0.96M	0.0%	N/A	0.003%
2/8/2024	Nicholas Investment Partners LP	161,608	$8.30M	1.0%	-44.8%	0.029%
2/8/2024	Mitsubishi UFJ Asset Management Co. Ltd.	14,589	$0.75M	0.0%	-26.0%	0.003%
2/8/2024	Essex Investment Management Co. LLC	22,026	$1.13M	0.2%	-64.5%	0.004%
2/7/2024	Jump Financial LLC	87,070	$4.47M	0.1%	-10.6%	0.016%
2/7/2024	Versor Investments LP	5,700	$0.29M	0.1%	N/A	0.001%
2/6/2024	Natixis Advisors L.P.	10,983	$0.56M	0.0%	+4.3%	0.002%
2/6/2024	Swiss National Bank	31,900	$1.64M	0.0%	-5.6%	0.006%
2/5/2024	Van ECK Associates Corp	503	$26K	0.0%	N/A	0.000%
2/1/2024	New York State Common Retirement Fund	12,816	$0.66M	0.0%	-59.3%	0.002%
2/1/2024	Hussman Strategic Advisors Inc.	63,000	$3.23M	0.7%	-25.0%	0.011%
2/1/2024	Handelsbanken Fonder AB	4,900	$0.25M	0.0%	N/A	0.001%
1/31/2024	Hunter Associates Investment Management LLC	23,174	$1.19M	0.2%	-1.3%	0.004%
1/31/2024	Rakuten Securities Inc.	1,650	$85K	0.1%	N/A	0.000%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	4,875	$0.25M	0.0%	+8.9%	0.001%
1/30/2024	Vontobel Holding Ltd.	4,210	$0.22M	0.0%	-31.0%	0.001%
1/30/2024	Taylor Frigon Capital Management LLC	62,562	$3.21M	1.6%	-1.6%	0.011%
1/25/2024	TFC Financial Management Inc.	1,226	$63K	0.0%	+97.1%	0.000%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	687,351	$35.28M	0.1%	-0.3%	0.123%

Data available starting January 2016

Symbotic Inc., an automation technology company, engages in developing technologies to improve operating efficiencies in modern warehouses. The company automates the processing of pallets and cases in large warehouses or distribution centers for retail companies. Its systems enhance operations at the front end of the supply chain. The company was founded in 2006 and is headquartered in Wilmington, Massachusetts.

Today's Range

Now: $38.80

$37.55

$39.49

50 Day Range

MA: $37.73

$31.77

$43.55

52 Week Range

Now: $38.80

$29.62

$64.14

Volume

1,062,055 shs

Average Volume

1,360,458 shs

Market Capitalization

$22.68 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.87

Who are the company insiders with the largest holdings of Symbotic?: Symbotic's top insider shareholders include:
Svf Ii Spac Investment 3 (De) (Major Shareholder)
Todd Krasnow (Director)
Michael David Dunn (Insider)
Charles Kane (Director)
Rollin L Ford (Director)
Merline Saintil (Director)
William M Boyd III (Insider)
Thomas C Ernst Jr (CFO)
David A Ladensohn (Major Shareholder)
Rollin L Ford (Director)
David A Ladensohn (Major Shareholder)
Janet L Cohen (Major Shareholder)
Richard B Cohen (Insider)
Learn More about top insider investors at Symbotic.
Who are the major institutional investors of Symbotic?: Symbotic's top institutional investors include:
Baillie Gifford & Co. — 1.82%
Raymond James & Associates — 0.11%
TCW Group Inc. — 0.07%
Bank of New York Mellon Corp — 0.01%
SG Americas Securities LLC — 0.01%
Register Financial Advisors LLC — 0.01%
Learn More about top institutional investors of Symbotic stock.
Which institutional investors are selling Symbotic stock?: In the previous quarter, SYM stock was sold by these institutional investors:
AlphaCentric Advisors LLC
TCW Group Inc.
Western Wealth Management LLC
In the last year, company insiders that have sold Symbotic company stock include:
Svf Ii Spac Investment 3 (De) (Major Shareholder)
Todd Krasnow (Director)
Michael David Dunn (Insider)
Charles Kane (Director)
Rollin L Ford (Director)
Merline Saintil (Director)
William M Boyd III (Insider)
Thomas C Ernst Jr (CFO)
David A Ladensohn (Major Shareholder)
Rollin L Ford (Director)
David A Ladensohn (Major Shareholder)
Janet L Cohen (Major Shareholder)
Learn More investors selling Symbotic stock.
Which institutional investors are buying Symbotic stock?: During the previous quarter, SYM stock was acquired by institutional investors including:
Baillie Gifford & Co.
SG Americas Securities LLC
Raymond James & Associates
Register Financial Advisors LLC
Polianta Ltd
Skylands Capital LLC
Vista Investment Partners LLC
Bank of New York Mellon Corp
During the last year, these company insiders have bought Symbotic stock:
Svf Ii Spac Investment 3 (De) (Major Shareholder)
Todd Krasnow (Director)
Learn More investors buying Symbotic stock.