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 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-175Closed |
$1.39K - $2.74K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-180- 24.66% |
$1.43K - $2.82K
|
550
$8.32K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-200- 1.38% |
$1.59K - $3.14K
|
14.3K
$217K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200Closed |
$1.59K - $3.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-200Closed |
$1.59K - $3.14K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-200Closed |
$1.59K - $3.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-240Closed |
$1.9K - $3.76K
|
0
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-313- 1.15% |
$2.48K - $4.91K
|
27K
$409K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-313- 1.15% |
$2.48K - $4.91K
|
27K
$409K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-389- 38.17% |
$3.08K - $6.1K
|
630
$9.53K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-390- 0.06% |
$3.09K - $6.12K
|
661K
$10M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-500- 50.0% |
$3.97K - $7.84K
|
500
$7.57K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-514- 2.12% |
$4.08K - $8.06K
|
23.7K
$359K
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-595- 1.07% |
$4.72K - $9.33K
|
54.9K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-619Closed |
$4.91K - $9.71K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-620Closed |
$4.92K - $9.72K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-773- 3.4% |
$6.13K - $12.1K
|
22K
$332K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-775- 56.36% |
$6.15K - $12.2K
|
600
$9.08K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-800- 50.0% |
$6.34K - $12.5K
|
800
$12.1K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-800- 3.53% |
$6.34K - $12.5K
|
21.9K
$331K
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-842- 0.41% |
$6.68K - $13.2K
|
204K
$3.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-866- 1.16% |
$6.87K - $13.6K
|
73.9K
$1.12M
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-938- 10.66% |
$7.44K - $14.7K
|
7.86K
$119K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-976- 69.42% |
$7.74K - $15.3K
|
430
$6.51K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-1K- 30.1% |
$7.93K - $15.7K
|
2.32K
$35.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.35KClosed |
$10.7K - $21.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.48KClosed |
$11.7K - $23.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.52KClosed |
$12.1K - $23.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-1.71K- 7.95% |
$13.6K - $26.9K
|
19.8K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.75K- 1.01% |
$13.9K - $27.4K
|
171K
$2.59M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.91K- 15.13% |
$15.2K - $30K
|
10.7K
$162K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$16K - $31.7K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.25KClosed |
$17.8K - $35.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.27KClosed |
$18K - $35.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.4K- 1.76% |
$19K - $37.6K
|
134K
$2.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$19.2K - $37.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.96K- 93.67% |
$23.5K - $46.4K
|
200
$3.03K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.1KClosed |
$24.6K - $48.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.23K- 9.07% |
$25.6K - $50.6K
|
32.4K
$490K
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.24KClosed |
$33.6K - $66.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.26K- 7.45% |
$33.8K - $66.7K
|
52.9K
$800K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.4K- 18.42% |
$34.9K - $69K
|
19.5K
$295K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.68K- 3.82% |
$37.1K - $73.4K
|
118K
$1.78M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.99KClosed |
$39.5K - $78.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.22K- 6.38% |
$41.4K - $81.8K
|
76.5K
$1.16M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-5.3K- 36.32% |
$42.1K - $83.2K
|
9.3K
$141K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.5KClosed |
$43.6K - $86.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.88KClosed |
$46.6K - $92.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.3K- 3.21% |
$57.9K - $114K
|
220K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-8.43K- 15.57% |
$66.9K - $132K
|
45.7K
$692K
|