Purchases and Sales Made in Q1 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2023. 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 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
100KNew |
$450K - $773K
|
100K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.6K+ 67.5% |
$435K - $746K
|
240K
$3.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
90.1K+ 24.92% |
$405K - $695K
|
452K
$6.99M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
85.3KNew |
$384K - $659K
|
85.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84.1K+ 276.12% |
$379K - $649K
|
115K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
81.4K+ 640.55% |
$367K - $629K
|
94.2K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80.6KNew |
$363K - $622K
|
80.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
78.9K+ 17.49% |
$355K - $609K
|
530K
$8.22M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
78.1KNew |
$352K - $603K
|
78.1K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
76.4KNew |
$344K - $590K
|
76.4K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
73.6KNew |
$331K - $568K
|
73.6K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 48.36% |
$314K - $539K
|
214K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68.1KNew |
$306K - $526K
|
68.1K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
64.9KNew |
$292K - $501K
|
64.9K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
64.2K+ 6.49% |
$289K - $496K
|
1.05M
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
61.4KNew |
$276K - $474K
|
61.4K
$951K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
60.7KNew |
$273K - $469K
|
60.7K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
60KNew |
$270K - $463K
|
60K
$929K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59.5K+ 11.37% |
$268K - $460K
|
583K
$9.03M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
56KNew |
$252K - $432K
|
56K
$868K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
54.2K+ 107.75% |
$244K - $418K
|
105K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54K+ 157.18% |
$243K - $417K
|
88.3K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
53.4K+ 4.39% |
$240K - $412K
|
1.27M
$19.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
53.1K+ 34.74% |
$239K - $410K
|
206K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
52.8KNew |
$238K - $408K
|
52.8K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
51.9KNew |
$233K - $400K
|
51.9K
$803K
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
50KNew |
$225K - $386K
|
50K
$775K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.3K+ 18.63% |
$217K - $373K
|
308K
$4.77M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
48.3KNew |
$217K - $373K
|
48.3K
$748K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
47.8K+ 15.96% |
$215K - $369K
|
347K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47.5KNew |
$214K - $367K
|
47.5K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
45.5K+ 7.47% |
$205K - $351K
|
655K
$10.2M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
45.4KNew |
$204K - $350K
|
45.4K
$703K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.8K+ 15.72% |
$188K - $323K
|
308K
$4.77M
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
41.5K+ 10.76% |
$187K - $320K
|
427K
$6.62M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40KNew |
$180K - $309K
|
40K
$620K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
38.9KNew |
$175K - $301K
|
38.9K
$603K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
38.5K+ 105.26% |
$173K - $297K
|
75.1K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
37.6K+ 0.84% |
$169K - $290K
|
4.52M
$70.1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
37.2K+ 20.19% |
$167K - $287K
|
222K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
36K+ 119.44% |
$162K - $278K
|
66.1K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35.9KNew |
$161K - $277K
|
35.9K
$556K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
34.5K+ 23.46% |
$155K - $267K
|
182K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.4KNew |
$155K - $266K
|
34.4K
$533K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34.4K+ 12.36% |
$155K - $266K
|
313K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.6K+ 90.23% |
$151K - $259K
|
70.8K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
33.2K+ 6.26% |
$149K - $256K
|
563K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.4K+ 38.43% |
$137K - $235K
|
110K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
30KNew |
$135K - $232K
|
30K
$465K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
29.8K+ 92.25% |
$134K - $230K
|
62.2K
$963K
|