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
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$98.9K - $196K
|
12.5K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 92.43% |
$98.7K - $195K
|
25.9K
$392K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
11.9KNew |
$94.4K - $187K
|
11.9K
$180K
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
11.7KNew |
$92.8K - $183K
|
11.7K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$89.9K - $178K
|
11.3K
$172K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
11.3KNew |
$89.5K - $177K
|
11.3K
$171K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.3KNew |
$89.5K - $177K
|
11.3K
$171K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2K+ 7.44% |
$88.8K - $176K
|
162K
$2.45M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
11.2KNew |
$88.8K - $176K
|
11.2K
$169K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 57.21% |
$87.1K - $172K
|
30.2K
$457K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.9KNew |
$86.5K - $171K
|
10.9K
$165K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10.9K+ 109.88% |
$86.4K - $171K
|
20.8K
$315K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 16.16% |
$86.3K - $171K
|
78.3K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
10.8K+ 30.49% |
$85.8K - $170K
|
46.3K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
10.6K+ 48.42% |
$83.7K - $165K
|
32.3K
$489K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.5K+ 10.27% |
$82.9K - $164K
|
112K
$1.7M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.4K+ 19.64% |
$82.6K - $163K
|
63.5K
$960K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4KNew |
$82.5K - $163K
|
10.4K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.3K+ 8.98% |
$81.4K - $161K
|
125K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.1KNew |
$80.1K - $158K
|
10.1K
$153K
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.96K+ 10.0% |
$79K - $156K
|
110K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.9K+ 21.5% |
$78.5K - $155K
|
55.9K
$846K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.43K+ 12.4% |
$74.7K - $148K
|
85.4K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.27K+ 62.16% |
$73.5K - $145K
|
24.2K
$366K
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.91K+ 54.99% |
$70.7K - $140K
|
25.1K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.81K+ 35.48% |
$69.8K - $138K
|
33.6K
$509K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8KNew |
$63.4K - $125K
|
8K
$121K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.67KNew |
$60.8K - $120K
|
7.67K
$116K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.64K+ 43.84% |
$60.5K - $120K
|
25.1K
$379K
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
7.5K+ 13.51% |
$59.5K - $118K
|
63K
$953K
|
|
|
May 16, 2022
Q1 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.16K+ 6.43% |
$56.8K - $112K
|
118K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7.13K+ 48.14% |
$56.5K - $112K
|
21.9K
$332K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.86K+ 37.75% |
$54.4K - $108K
|
25K
$379K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.82K+ 15.51% |
$54.1K - $107K
|
50.8K
$769K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 12.55% |
$49.1K - $97.2K
|
55.6K
$841K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
6.19K+ 32.02% |
$49K - $97K
|
25.5K
$386K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.05K+ 1.4% |
$47.9K - $94.8K
|
436K
$6.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
5.9KNew |
$46.8K - $92.5K
|
5.9K
$89.3K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.7K+ 50.14% |
$45.2K - $89.3K
|
17.1K
$258K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.68K+ 3546.88% |
$45K - $89K
|
5.84K
$88.3K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.5K+ 122.22% |
$43.6K - $86.2K
|
10K
$151K
|
|
|
May 16, 2022
Q1 2022
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
5.44K+ 3.14% |
$43.2K - $85.3K
|
179K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
5.36K+ 3.81% |
$42.5K - $84K
|
146K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.29K+ 17.44% |
$41.9K - $82.9K
|
35.6K
$539K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.2K+ 25.01% |
$41.2K - $81.5K
|
26K
$393K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5K+ 47.62% |
$39.7K - $78.4K
|
15.5K
$235K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.87K+ 23.19% |
$38.6K - $76.4K
|
25.9K
$392K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4.7K+ 41.59% |
$37.3K - $73.7K
|
16K
$242K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.94K+ 12.06% |
$31.2K - $61.7K
|
36.6K
$554K
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.84K+ 9.03% |
$30.4K - $60.1K
|
46.3K
$700K
|