Navis Wealth Advisors, LLC - SYMBOTIC INC ownership

SYMBOTIC INC's ticker is and the CUSIP is 87151X101. A total of 17 filers reported holding SYMBOTIC INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of SYMBOTIC INC
ValueSharesWeighting
Q2 2023$39,109,247
+87.4%
913,5540.0%35.86%
+56.7%
Q1 2023$20,865,573
+131.6%
913,554
+21.0%
22.89%
+78.8%
Q4 2022$9,011,094
+3.8%
754,6980.0%12.80%
-4.5%
Q3 2022$8,679,000
+7.6%
754,698
+2.6%
13.40%
+55.1%
Q2 2022$8,067,000735,3888.64%
Other shareholders
SYMBOTIC INC shareholders Q2 2022
NameSharesValueWeighting ↓
SB Global Advisers Ltd 20,000,000$230,000,00016.92%
Navis Wealth Advisors, LLC 754,698$8,679,00013.40%
TANAKA CAPITAL MANAGEMENT INC 70,000$805,0002.40%
SoftBank Group 2,000,000$23,000,0000.34%
SYMMETRY PEAK MANAGEMENT LLC 22,500$259,0000.31%
COMPASS FINANCIAL ADVISORS LLC 14,670$169,0000.25%
Alpha Paradigm Partners, LLC 48,158$554,0000.24%
Nicholas Investment Partners, LP 194,913$2,241,0000.21%
EMERALD MUTUAL FUND ADVISERS TRUST 68,777$791,0000.05%
ADAGE CAPITAL PARTNERS GP, L.L.C. 1,022,714$11,761,0000.03%
View complete list of SYMBOTIC INC shareholders