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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 31.85% |
$47.7K - $81.9K
|
43.9K
$680K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$45.9K - $78.7K
|
10.2K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$45.5K - $78.1K
|
10.1K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
10.1KNew |
$45.5K - $78K
|
10.1K
$156K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
10KNew |
$45K - $77.2K
|
10K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
10K+ 0.66% |
$45K - $77.2K
|
1.52M
$23.5M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.68K+ 40.14% |
$43.6K - $74.7K
|
33.8K
$524K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.24K+ 41.33% |
$41.6K - $71.3K
|
31.6K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8.42K+ 3.13% |
$37.9K - $65K
|
278K
$4.3M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.38K+ 118.78% |
$37.7K - $64.7K
|
15.4K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.34K+ 6.5% |
$37.5K - $64.4K
|
137K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.84K+ 11.65% |
$35.3K - $60.5K
|
75.1K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.63K+ 0.93% |
$34.4K - $58.9K
|
832K
$12.9M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.71K+ 4.68% |
$30.2K - $51.8K
|
150K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6.5KNew |
$29.3K - $50.2K
|
6.5K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.27K+ 27.28% |
$28.2K - $48.4K
|
29.2K
$453K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.83KNew |
$26.2K - $45K
|
5.83K
$90.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
5.59K+ 3.3% |
$25.2K - $43.2K
|
175K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.9K+ 2.46% |
$22K - $37.8K
|
204K
$3.15M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.65K+ 5.77% |
$20.9K - $35.9K
|
85.3K
$1.32M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.28KNew |
$19.3K - $33K
|
4.28K
$66.3K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.19KNew |
$18.9K - $32.4K
|
4.19K
$64.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.17K+ 330.32% |
$18.8K - $32.2K
|
5.44K
$84.2K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.89K+ 21.13% |
$17.5K - $30K
|
22.3K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.78K+ 22.92% |
$17K - $29.2K
|
20.3K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.74K+ 55.18% |
$16.8K - $28.9K
|
10.5K
$163K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.73K+ 14.06% |
$16.8K - $28.8K
|
30.3K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.46K+ 7.61% |
$15.6K - $26.7K
|
48.9K
$758K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3KNew |
$14.9K - $25.5K
|
3.3K
$51.1K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.15K+ 18.36% |
$14.2K - $24.3K
|
20.3K
$315K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.15K+ 22.24% |
$14.2K - $24.3K
|
17.3K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.01K+ 3.9% |
$13.5K - $23.2K
|
80.1K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$46.5K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$46.5K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.9K+ 16.57% |
$13.1K - $22.4K
|
20.4K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.88K+ 4.98% |
$13K - $22.2K
|
60.7K
$940K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.86KNew |
$12.9K - $22.1K
|
2.86K
$44.3K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.74K+ 91166.67% |
$12.3K - $21.1K
|
2.74K
$42.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.6KNew |
$11.7K - $20.1K
|
2.6K
$40.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.53KNew |
$11.4K - $19.5K
|
2.53K
$39.1K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.51K+ 0.72% |
$11.3K - $19.4K
|
352K
$5.46M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.43K+ 12.59% |
$10.9K - $18.8K
|
21.7K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.4K+ 6.84% |
$10.8K - $18.5K
|
37.5K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.33K+ 19.7% |
$10.5K - $17.9K
|
14.1K
$219K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.28K+ 5.72% |
$10.3K - $17.6K
|
42.1K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.24K+ 27.53% |
$10.1K - $17.3K
|
10.4K
$161K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 14.36% |
$9.69K - $16.6K
|
17.2K
$266K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.15K+ 2.93% |
$9.65K - $16.6K
|
75.3K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.11K+ 4.91% |
$9.5K - $16.3K
|
45.1K
$698K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.1K+ 14.74% |
$9.45K - $16.2K
|
16.4K
$253K
|