SYM Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 41.00%

Insider Buying (Last 12 Months): $197,600.00

Insider Selling (Last 12 Months): $3,785,862.59

Symbotic Insider Trading History Chart

Symbotic Share Price & Price History

^$40.25

▲ +4.53 (12.68%)

As of 06/7/2023 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
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)

57.76% of Symbotic stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

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
5/25/2023	Legato Capital Management LLC	39,439	$0.90M	0.2%	-16.5%	0.007%
5/23/2023	Royce & Associates LP	41,500	$0.95M	0.0%	-35.7%	0.007%
5/18/2023	JPMorgan Chase & Co.	1,512	$35K	0.0%	+1,412.0%	0.000%
5/18/2023	New York State Common Retirement Fund	47,897	$1.09M	0.0%	-16.1%	0.009%
5/16/2023	Softbank Group CORP.	22,000,000	$502.48M	6.5%	+1,000.0%	3.960%
5/16/2023	State Street Corp	50,600	$1.16M	0.0%	+41.7%	0.009%
5/16/2023	First Trust Advisors LP	286,234	$6.54M	0.0%	N/A	0.052%
5/16/2023	Frontier Capital Management Co. LLC	1,041,144	$23.78M	0.2%	+202.3%	0.187%
5/16/2023	Geode Capital Management LLC	196,631	$4.49M	0.0%	+39.0%	0.035%
5/15/2023	S Squared Technology LLC	130,000	$2.97M	1.8%	N/A	0.023%
5/12/2023	Renaissance Technologies LLC	8,900	$0.20M	0.0%	N/A	0.002%
5/12/2023	BlackRock Inc.	508,933	$11.62M	0.0%	+54.1%	0.092%
5/12/2023	UBS Group AG	31,039	$0.71M	0.0%	-14.3%	0.006%
5/12/2023	Next Century Growth Investors LLC	217,063	$4.96M	0.5%	N/A	0.039%
5/12/2023	Blair William & Co. IL	28,320	$0.65M	0.0%	N/A	0.005%
5/12/2023	Navis Wealth Advisors LLC	913,554	$20.87M	22.9%	+21.0%	0.164%
5/12/2023	Nicholas Investment Partners LP	405,569	$9.26M	0.7%	-16.6%	0.073%
5/12/2023	HighTower Advisors LLC	9,918	$0.23M	0.0%	N/A	0.002%
5/11/2023	FMR LLC	383,593	$8.76M	0.0%	+759.7%	0.069%
5/11/2023	Citigroup Inc.	4,733	$0.11M	0.0%	N/A	0.001%
5/10/2023	Register Financial Advisors LLC	26,250	$0.60M	0.5%	-31.0%	0.005%
5/10/2023	Credit Suisse AG	10,954	$0.25M	0.0%	N/A	0.002%
5/10/2023	Swiss National Bank	32,000	$0.73M	0.0%	N/A	0.006%
5/9/2023	Bank of New York Mellon Corp	22,925	$0.52M	0.0%	-21.7%	0.004%
5/9/2023	California State Teachers Retirement System	13,037	$0.30M	0.0%	N/A	0.002%
5/9/2023	Russell Investments Group Ltd.	69,128	$1.58M	0.0%	N/A	0.012%
5/5/2023	Arcadia Investment Management Corp MI	2,523	$58K	0.0%	N/A	0.000%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	570,229	$13.02M	0.0%	N/A	0.103%
5/4/2023	Royce & Associates LP	41,500	$0.95M	0.0%	-35.7%	0.007%
5/4/2023	Skylands Capital LLC	32,000	$0.73M	0.1%	N/A	0.006%
5/4/2023	Calamos Advisors LLC	38,908	$0.89M	0.0%	N/A	0.007%
5/3/2023	Raymond James Trust N.A.	19,500	$0.45M	0.0%	+69.6%	0.004%
5/2/2023	Victory Capital Management Inc.	72,675	$1.66M	0.0%	N/A	0.013%
4/25/2023	Bourne Lent Asset Management Inc.	57,210	$1.31M	0.5%	+197.8%	0.010%
4/14/2023	Raymond James & Associates	347,535	$7.94M	0.0%	+94.5%	0.063%
4/13/2023	Householder Group Estate & Retirement Specialist LLC	3,806	$87K	0.0%	N/A	0.001%
4/12/2023	Exchange Traded Concepts LLC	609,414	$13.92M	0.4%	N/A	0.110%
4/6/2023	Quent Capital LLC	15,500	$0.34M	0.1%	N/A	0.003%
3/6/2023	Rockefeller Capital Management L.P.	2,500	$29K	0.0%	N/A	0.000%
2/15/2023	Millennium Management LLC	40,185	$0.48M	0.0%	N/A	0.007%
2/15/2023	Morgan Stanley	4,397	$52K	0.0%	-95.7%	0.001%
2/13/2023	Wells Fargo & Company MN	18,918	$0.23M	0.0%	-15.6%	0.003%
2/13/2023	HTG Investment Advisors Inc.	10,000	$0.12M	0.1%	N/A	0.002%
2/13/2023	Geode Capital Management LLC	141,490	$1.69M	0.0%	+19.4%	0.026%
2/13/2023	Levin Capital Strategies L.P.	36,000	$0.43M	0.1%	+148.3%	0.006%
2/10/2023	Advisor Group Holdings Inc.	4,299	$52K	0.0%	+30.4%	0.001%
2/8/2023	Raymond James & Associates	178,636	$2.13M	0.0%	+670.6%	0.032%
2/8/2023	UBS Group AG	36,232	$0.43M	0.0%	+86.0%	0.007%
2/7/2023	Toronto Dominion Bank	3,000	$36K	0.0%	N/A	0.001%
2/3/2023	Essex Investment Management Co. LLC	10,400	$0.12M	0.0%	N/A	0.002%
2/2/2023	Raymond James Trust N.A.	11,500	$0.14M	0.0%	N/A	0.002%
2/1/2023	Legato Capital Management LLC	47,250	$0.56M	0.1%	N/A	0.009%
1/30/2023	New York State Common Retirement Fund	57,103	$0.68M	0.0%	+192.1%	0.010%
1/24/2023	Bourne Lent Asset Management Inc.	19,210	$0.23M	0.1%	N/A	0.003%
1/17/2023	Armstrong Advisory Group Inc.	5,672	$68K	0.0%	N/A	0.001%
12/8/2022	Bank of New York Mellon Corp	15,757	$0.18M	0.0%	N/A	0.028%
11/16/2022	Alpha Paradigm Partners LLC	48,158	$0.55M	0.2%	N/A	0.087%
11/16/2022	Tanaka Capital Management Inc.	70,000	$0.81M	2.4%	N/A	0.127%
11/16/2022	Saba Capital Management L.P.	2,791,828	$27.78M	0.3%	+458.4%	5.047%
11/15/2022	State Street Corp	28,300	$0.33M	0.0%	N/A	0.051%
11/15/2022	Vanguard Group Inc.	132,400	$1.52M	0.0%	N/A	0.239%
11/15/2022	Bank of New York Mellon Corp	15,757	$0.18M	0.0%	N/A	0.028%
11/15/2022	BlackRock Inc.	170,213	$1.96M	0.0%	+325.5%	0.308%
11/14/2022	SB Global Advisers Ltd	2,000,000	$230M	16.9%	-90.0%	3.615%
11/14/2022	Altshuler Shaham Ltd	4,608	$50K	0.0%	N/A	0.008%
11/10/2022	UBS Group AG	19,478	$0.22M	0.0%	N/A	0.035%
11/8/2022	New York State Common Retirement Fund	19,552	$0.23M	0.0%	N/A	0.035%
11/3/2022	Royce & Associates LP	37,500	$0.43M	0.0%	N/A	0.068%
11/3/2022	Barclays PLC	38,734	$0.45M	0.0%	N/A	0.070%
10/27/2022	Navis Wealth Advisors LLC	754,698	$8.68M	13.4%	+2.6%	1.364%
10/25/2022	Emerald Mutual Fund Advisers Trust	68,777	$0.79M	0.0%	N/A	0.124%
10/25/2022	Raymond James & Associates	23,180	$0.27M	0.0%	N/A	0.042%
8/15/2022	SB Global Advisers Ltd	20,000,000	$219.40M	10.4%	N/A	48.733%
8/11/2022	JPMorgan Chase & Co.	48,685	$0.53M	0.0%	N/A	0.119%
8/9/2022	Navis Wealth Advisors LLC	735,388	$8.07M	8.6%	N/A	1.792%

Data available starting January 2016

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. The company offers Symbotic system, an end-to-end warehouse automation system for product distribution. It also designs, assemblies, and installs modular inventory management systems and performs configuration of embedded software. Symbotic Inc. is headquartered in Wilmington, Massachusetts.

Today's Range

Now: $40.25

$36.79

$41.35

50 Day Range

MA: $28.49

$21.82

$37.54

52 Week Range

Now: $40.25

$8.75

$41.35

Volume

2,071,732 shs

Average Volume

554,079 shs

Market Capitalization

$22.36 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.31

Who are the company insiders with the largest holdings of Symbotic?: Symbotic's top insider shareholders include:
Michael David Dunn (Insider)
Rollin L Ford (Director)
Learn More about top insider investors at Symbotic.
Who are the major institutional investors of Symbotic?: Symbotic's top institutional investors include:
Softbank Group CORP. — 3.96%
Frontier Capital Management Co. LLC — 0.19%
Navis Wealth Advisors LLC — 0.16%
Exchange Traded Concepts LLC — 0.11%
Mirae Asset Global Investments Co. Ltd. — 0.10%
BlackRock Inc. — 0.09%
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:
Nicholas Investment Partners LP
Royce & Associates LP
Royce & Associates LP
Register Financial Advisors LLC
New York State Common Retirement Fund
Legato Capital Management LLC
Susquehanna International Group LLP
Bank of New York Mellon Corp
Which institutional investors are buying Symbotic stock?: Within the last quarter, SYM stock was purchased by institutional investors including:
Softbank Group CORP.
Frontier Capital Management Co. LLC
Exchange Traded Concepts LLC
Mirae Asset Global Investments Co. Ltd.
FMR LLC
First Trust Advisors LP
Next Century Growth Investors LLC
BlackRock Inc.