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
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
27.8K+ 1.62% |
$125K - $214K
|
1.74M
$22M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.7K+ 15.72% |
$125K - $214K
|
204K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
26.6KNew |
$120K - $205K
|
26.6K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
25.9K+ 19.74% |
$117K - $200K
|
157K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25.8K+ 169.77% |
$116K - $199K
|
41K
$518K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
25.7K+ 131.38% |
$116K - $198K
|
45.3K
$572K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.5K+ 14.87% |
$115K - $197K
|
197K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.4KNew |
$114K - $196K
|
25.4K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.5K+ 31.87% |
$110K - $189K
|
101K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
23.5KNew |
$106K - $181K
|
23.5K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.4KNew |
$106K - $181K
|
23.4K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23.2K+ 19.39% |
$105K - $179K
|
143K
$1.81M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.1KNew |
$104K - $178K
|
23.1K
$291K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.8KNew |
$103K - $176K
|
22.8K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.5KNew |
$101K - $173K
|
22.5K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
21.5KNew |
$96.6K - $166K
|
21.5K
$271K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
21.2KNew |
$95.6K - $164K
|
21.2K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.5K+ 2.99% |
$92.3K - $158K
|
706K
$8.93M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.1KNew |
$90.4K - $155K
|
20.1K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.9K+ 3.62% |
$89.4K - $153K
|
569K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.7K+ 16.05% |
$84K - $144K
|
135K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
17.9KNew |
$80.4K - $138K
|
17.9K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.1K+ 41.45% |
$77K - $132K
|
58.4K
$738K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
16.7K+ 48.24% |
$75.4K - $129K
|
51.5K
$650K
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.7KNew |
$75.1K - $129K
|
16.7K
$211K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
15.7KNew |
$70.7K - $121K
|
15.7K
$198K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.8KNew |
$66.5K - $114K
|
14.8K
$187K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.6KNew |
$65.7K - $113K
|
14.6K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.3KNew |
$64.4K - $110K
|
14.3K
$181K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14K+ 40.4% |
$63K - $108K
|
48.7K
$615K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
13.8K+ 6.21% |
$62.2K - $107K
|
236K
$2.99M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.8KNew |
$62.1K - $106K
|
13.8K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.2KNew |
$59.6K - $102K
|
13.2K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.1KNew |
$59K - $101K
|
13.1K
$166K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.9KNew |
$58.2K - $99.9K
|
12.9K
$164K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.9K+ 39.17% |
$58.1K - $99.6K
|
45.9K
$580K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.7K+ 6.36% |
$57.2K - $98.2K
|
213K
$2.69M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
12.6KNew |
$56.7K - $97.2K
|
12.6K
$159K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.3KNew |
$55.2K - $94.7K
|
12.3K
$155K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12KNew |
$54K - $92.6K
|
12K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12KNew |
$53.9K - $92.5K
|
12K
$151K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
11.7KNew |
$52.9K - $90.7K
|
11.7K
$148K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 26.82% |
$52.5K - $90K
|
55.1K
$697K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6K+ 18.0% |
$52.1K - $89.3K
|
75.9K
$959K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.6KNew |
$52K - $89.2K
|
11.6K
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 42.3% |
$51.3K - $88K
|
38.3K
$485K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 13.57% |
$51.2K - $87.9K
|
95.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.3K+ 25.78% |
$50.7K - $86.9K
|
54.9K
$694K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.9KNew |
$49K - $84.1K
|
10.9K
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$48.2K - $82.6K
|
10.7K
$135K
|