Purchases and Sales Made in Q1 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2022. The information is specifically focused on institutions that hold shares of SoFi Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.3KNew |
$224K - $443K
|
28.3K
$428K
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
27.6KNew |
$219K - $432K
|
27.6K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
27.1KNew |
$215K - $425K
|
27.1K
$410K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27K+ 87.32% |
$214K - $423K
|
57.8K
$875K
|
|
|
May 16, 2022
Q1 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
26.7KNew |
$212K - $419K
|
26.7K
$404K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.1K+ 49.9% |
$207K - $410K
|
78.5K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
26KNew |
$206K - $408K
|
26K
$393K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 8.12% |
$202K - $400K
|
340K
$5.14M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
25.1K+ 19.38% |
$199K - $394K
|
155K
$2.34M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
24.6KNew |
$195K - $385K
|
24.6K
$372K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
24.5K+ 18.92% |
$194K - $384K
|
154K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23.6K+ 31.73% |
$187K - $369K
|
97.8K
$1.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 69.91% |
$185K - $366K
|
56.7K
$857K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.3K+ 1.79% |
$177K - $349K
|
1.27M
$19.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
22KNew |
$175K - $345K
|
22K
$333K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$170K - $336K
|
21.4K
$324K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.3K+ 38.37% |
$169K - $334K
|
76.9K
$1.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$166K - $328K
|
20.9K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
20.6KNew |
$163K - $323K
|
20.6K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20.3KNew |
$161K - $319K
|
20.3K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20.1KNew |
$159K - $315K
|
20.1K
$304K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20KNew |
$159K - $314K
|
20K
$303K
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
19.9K+ 32.62% |
$158K - $312K
|
81K
$1.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19.7KNew |
$156K - $309K
|
19.7K
$298K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.6KNew |
$155K - $307K
|
19.6K
$296K
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
19.6K+ 6.14% |
$155K - $307K
|
338K
$5.11M
|
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
18.4K+ 2.79% |
$146K - $288K
|
678K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.8KNew |
$141K - $279K
|
17.8K
$269K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.6K+ 59.44% |
$140K - $276K
|
47.2K
$715K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
17.5KNew |
$138K - $274K
|
17.5K
$264K
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
16.8KNew |
$133K - $263K
|
16.8K
$254K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
16.6K+ 80.28% |
$132K - $260K
|
37.3K
$564K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16.6K+ 12.59% |
$131K - $260K
|
148K
$2.24M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
16KNew |
$127K - $252K
|
16K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$125K - $247K
|
15.7K
$238K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
15KNew |
$119K - $235K
|
15K
$226K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.9KNew |
$119K - $234K
|
14.9K
$226K
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.9KNew |
$118K - $234K
|
14.9K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.5K+ 95.23% |
$115K - $227K
|
29.7K
$449K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
14.4K+ 1124.71% |
$114K - $226K
|
15.7K
$237K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14.2K+ 141.63% |
$112K - $222K
|
24.2K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.1KNew |
$112K - $221K
|
14.1K
$213K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
13.9K+ 6.95% |
$110K - $218K
|
214K
$3.23M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
13.5KNew |
$107K - $212K
|
13.5K
$204K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.4K+ 121.74% |
$106K - $210K
|
24.4K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.4KNew |
$106K - $209K
|
13.4K
$202K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
13.2KNew |
$104K - $206K
|
13.2K
$199K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$102K - $203K
|
12.9K
$195K
|
|
|
Apr 26, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.8K+ 52.96% |
$102K - $201K
|
37K
$560K
|
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.8K+ 52.96% |
$102K - $201K
|
37K
$560K
|