SYM Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 38.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $295,787,725.07

Symbotic Insider Trading History Chart

Symbotic Share Price & Price History

^$26.38

▼ -0.49 (-1.82%)

As of 12/16/2024 12:21 PM 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
12/9/2024	Michael David Dunn	Insider	Sell	63,867	$30.08	$1,921,119.36	24,055
11/5/2024	Carol J Hibbard	CFO	Sell	22,821	$28.96	$660,896.16	34,188
11/4/2024	Todd Krasnow	Director	Sell	2,000	$28.15	$56,300.00	214,036
10/28/2024	William M. Boyd, III	Insider	Sell	8,826	$28.33	$250,040.58	23,012
10/24/2024	Merline Saintil	Director	Sell	5,250	$28.70	$150,675.00	74,562
10/24/2024	Michael David Dunn	Insider	Sell	1,715	$28.77	$49,340.55	87,922
10/2/2024	Michael David Dunn	Insider	Sell	5,266	$23.81	$125,383.46	85,224
10/1/2024	Todd Krasnow	Director	Sell	2,000	$23.96	$47,920.00	2,000
9/3/2024	Todd Krasnow	Director	Sell	2,000	$18.75	$37,500.00	214,036
8/5/2024	Todd Krasnow	Director	Sell	17,000	$21.46	$364,820.00	214,036
7/26/2024	William M. Boyd, III	Insider	Sell	8,826	$38.71	$341,654.46	23,012
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
12/11/2024	1ST Source Bank	20,000	$0.49M	0.0%	N/A	0.003%
11/25/2024	Sanctuary Advisors LLC	42,197	$1.03M	0.0%	N/A	0.007%
11/19/2024	Barclays PLC	9,346	$0.23M	0.0%	+1,105.9%	0.002%
11/19/2024	TCW Group Inc.	384,274	$9.37M	0.1%	+0.8%	0.066%
11/18/2024	Sunbelt Securities Inc.	13,330	$0.33M	0.0%	+161.6%	0.002%
11/18/2024	First Dallas Securities Inc.	32,400	$0.79M	0.3%	+61.2%	0.006%
11/16/2024	Geode Capital Management LLC	503,758	$12.29M	0.0%	+10.2%	0.086%
11/15/2024	M&T Bank Corp	14,650	$0.36M	0.0%	+15.9%	0.003%
11/15/2024	Barclays PLC	9,346	$0.23M	0.0%	+1,105.9%	0.002%
11/15/2024	Tanaka Capital Management Inc.	43,092	$1.05M	2.4%	+3.7%	0.007%
11/15/2024	MML Investors Services LLC	10,292	$0.25M	0.0%	-10.0%	0.002%
11/15/2024	Hodges Capital Management Inc.	253,730	$6.19M	0.4%	-6.3%	0.043%
11/15/2024	K2 Principal Fund L.P.	10,000	$0.24M	0.0%	+25.0%	0.002%
11/15/2024	Main Management ETF Advisors LLC	45,008	$1.10M	0.1%	N/A	0.008%
11/15/2024	National Bank of Canada FI	3,557	$87K	0.0%	+36.8%	0.001%
11/15/2024	Tenzing Global Management LLC	62,500	$1.52M	1.1%	N/A	0.011%
11/15/2024	State Street Corp	319,235	$7.79M	0.0%	+2.6%	0.055%
11/15/2024	Stifel Financial Corp	10,186	$0.25M	0.0%	-41.1%	0.002%
11/15/2024	Quadrature Capital Ltd	8,968	$0.22M	0.0%	N/A	0.002%
11/15/2024	Quarry LP	3,508	$86K	0.0%	+89.9%	0.001%
11/15/2024	HighTower Advisors LLC	23,338	$0.57M	0.0%	+9.5%	0.004%
11/15/2024	Holocene Advisors LP	49,224	$1.20M	0.0%	N/A	0.008%
11/14/2024	Arete Wealth Advisors LLC	12,750	$0.31M	0.0%	N/A	0.002%
11/14/2024	Verition Fund Management LLC	33,129	$0.81M	0.0%	+33.8%	0.006%
11/14/2024	Captrust Financial Advisors	10,919	$0.27M	0.0%	-79.2%	0.002%
11/14/2024	Lattice Capital Management LLC	10,000	$0.24M	0.2%	-35.5%	0.002%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	58,407	$1.43M	0.0%	-21.2%	0.010%
11/13/2024	Thematics Asset Management	1,048,170	$25.57M	1.0%	+30.1%	0.179%
11/13/2024	FMR LLC	1,065,229	$25.98M	0.0%	-0.8%	0.182%
11/12/2024	Crewe Advisors LLC	1,913	$47K	0.0%	-49.7%	0.000%
11/12/2024	Raymond James Trust N.A.	59,050	$1.44M	0.0%	+55.7%	0.010%
11/12/2024	Charles Schwab Investment Management Inc.	219,074	$5.34M	0.0%	+10.3%	0.037%
11/12/2024	L & S Advisors Inc	10,080	$0.25M	0.0%	N/A	0.002%
11/8/2024	Advisors Asset Management Inc.	10,869	$0.27M	0.0%	+30.6%	0.002%
11/8/2024	Prospera Financial Services Inc	19,018	$0.46M	0.0%	N/A	0.003%
11/7/2024	Quest Partners LLC	2,523	$62K	0.0%	+19,307.7%	0.000%
11/7/2024	RiverPark Advisors LLC	2,034	$50K	0.0%	+147.1%	0.000%
11/6/2024	Oppenheimer & Co. Inc.	13,131	$0.32M	0.0%	+76.6%	0.002%
11/5/2024	Baillie Gifford & Co.	14,070,999	$343.19M	0.3%	+32.0%	2.403%
11/5/2024	GSA Capital Partners LLP	24,681	$0.60M	0.0%	N/A	0.004%
11/1/2024	Atria Investments Inc	10,950	$0.27M	0.0%	+64.1%	0.002%
10/30/2024	AlphaCentric Advisors LLC	25,000	$0.61M	0.5%	+25.0%	0.004%
10/29/2024	Van ECK Associates Corp	3,497	$85K	0.0%	+28.4%	0.001%
10/29/2024	Arcadia Investment Management Corp MI	2,000	$49K	0.0%	N/A	0.000%
10/29/2024	Clear Creek Financial Management LLC	11,200	$0.27M	0.0%	N/A	0.002%
10/29/2024	Farther Finance Advisors LLC	1,221	$30K	0.0%	-39.3%	0.000%
10/28/2024	US Bancorp DE	11,104	$0.27M	0.0%	-18.3%	0.002%
10/25/2024	Pinnacle Associates Ltd.	10,225	$0.25M	0.0%	-36.5%	0.002%
10/24/2024	Hunter Associates Investment Management LLC	63,093	$1.53M	0.2%	+29.8%	0.011%
10/24/2024	Wealth Enhancement Advisory Services LLC	12,759	$0.31M	0.0%	-24.1%	0.002%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	14,513	$0.37M	0.0%	-6.3%	0.002%
10/23/2024	Taylor Frigon Capital Management LLC	70,129	$1.70M	0.8%	+4.9%	0.012%
10/22/2024	International Assets Investment Management LLC	63,658	$1.55M	0.0%	+1,273,060.0%	0.011%
10/21/2024	Castleview Partners LLC	1,500	$37K	0.0%	+50.0%	0.000%
10/18/2024	Raymond James & Associates	609,041	$14.86M	0.0%	-8.8%	0.104%
10/17/2024	Vista Investment Partners LLC	19,843	$0.48M	0.2%	-28.9%	0.003%
10/16/2024	nVerses Capital LLC	5,900	$0.14M	0.1%	+31.1%	0.001%
10/16/2024	Bourne Lent Asset Management Inc.	64,710	$1.58M	0.6%	+4.9%	0.011%
10/15/2024	NBC Securities Inc.	1,088	$26K	0.0%	-65.3%	0.000%
10/10/2024	Essex Investment Management Co. LLC	28,608	$0.70M	0.1%	+54.6%	0.005%
10/10/2024	Exchange Traded Concepts LLC	873,987	$21.32M	0.5%	+76.8%	0.149%
9/4/2024	Ghisallo Capital Management LLC	50,000	$1.76M	0.1%	-50.0%	0.009%
8/16/2024	Quarry LP	1,847	$65K	0.0%	N/A	0.000%
8/16/2024	Sunbelt Securities Inc.	5,095	$0.18M	0.0%	+2,215.9%	0.001%
8/16/2024	Driehaus Capital Management LLC	195,498	$6.87M	0.1%	-10.9%	0.033%
8/15/2024	The Manufacturers Life Insurance Company	8,655	$0.30M	0.0%	+8.5%	0.001%
8/15/2024	Millennium Management LLC	335,649	$11.80M	0.0%	+6,694.5%	0.057%
8/15/2024	Marathon Capital Management	42,055	$1.48M	0.4%	+8.0%	0.007%
8/15/2024	Maverick Capital Ltd.	10,041	$0.35M	0.0%	+29.0%	0.002%
8/15/2024	AQR Capital Management LLC	14,612	$0.51M	0.0%	N/A	0.002%
8/15/2024	AXA S.A.	380,194	$13.37M	0.0%	-1.9%	0.065%
8/14/2024	Cubist Systematic Strategies LLC	148,380	$5.22M	0.0%	+327.8%	0.025%
8/14/2024	K2 Principal Fund L.P.	8,000	$0.28M	0.1%	+60.0%	0.001%
8/14/2024	Marshall Wace LLP	119,651	$4.21M	0.0%	N/A	0.020%
8/13/2024	Ensign Peak Advisors Inc	193,678	$6.81M	0.0%	+3,622.4%	0.033%
8/13/2024	Canada Pension Plan Investment Board	775,900	$27.28M	0.0%	+191.5%	0.133%
8/12/2024	XTX Topco Ltd	9,412	$0.33M	0.0%	-13.5%	0.002%
8/12/2024	Blair William & Co. IL	56,030	$1.97M	0.0%	+67.9%	0.010%
8/9/2024	Dimensional Fund Advisors LP	43,367	$1.53M	0.0%	+24.1%	0.007%
8/9/2024	Retirement Planning Co of New England Inc.	19,551	$0.69M	0.4%	+16.6%	0.003%
8/7/2024	Levin Capital Strategies L.P.	10,000	$0.35M	0.0%	N/A	0.002%
8/5/2024	Arizona State Retirement System	9,863	$0.35M	0.0%	+114.3%	0.002%
8/3/2024	First Dallas Securities Inc.	20,100	$0.71M	0.3%	+4.1%	0.003%
8/2/2024	Hodges Capital Management Inc.	270,736	$9.52M	0.6%	-14.3%	0.046%
8/2/2024	Legacy Capital Wealth Partners LLC	49,114	$1.73M	0.4%	N/A	0.008%
7/31/2024	nVerses Capital LLC	4,500	$0.16M	0.1%	N/A	0.001%
7/31/2024	Van ECK Associates Corp	2,723	$96K	0.0%	+109.5%	0.000%
7/31/2024	Commonwealth Equity Services LLC	30,996	$1.09M	0.0%	+51.1%	0.005%
7/31/2024	Rothschild Investment LLC	3,377	$0.12M	0.0%	N/A	0.001%
7/29/2024	Crewe Advisors LLC	3,800	$0.13M	0.0%	-9.5%	0.001%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	6,309	$0.22M	0.0%	+21.8%	0.001%
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%

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: $26.38

$25.28

$26.79

50 Day Range

MA: $29.55

$23.24

$39.02

52 Week Range

Now: $26.38

$17.11

$58.28

Volume

997,020 shs

Average Volume

1,802,283 shs

Market Capitalization

$15.50 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.73

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)
Merline Saintil (Director)
Rollin L Ford (Director)
William M Boyd III (Insider)
Thomas C Ernst Jr (CFO)
Carol J Hibbard (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. — 2.40%
FMR LLC — 0.18%
Thematics Asset Management — 0.18%
Exchange Traded Concepts LLC — 0.15%
Raymond James & Associates — 0.10%
Geode Capital Management LLC — 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:
Raymond James & Associates
Captrust Financial Advisors
Hodges Capital Management Inc.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Point72 Asset Management L.P.
FMR LLC
Vista Investment Partners LLC
Stifel Financial Corp
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)
Merline Saintil (Director)
Rollin L Ford (Director)
William M Boyd III (Insider)
Thomas C Ernst Jr (CFO)
Carol J Hibbard (CFO)
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.
Wolverine Trading LLC
Exchange Traded Concepts LLC
Thematics Asset Management
International Assets Investment Management LLC
Tenzing Global Management LLC
Holocene Advisors LP
Geode Capital Management LLC
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.