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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 7.9% |
$9.17K - $15.7K
|
27.8K
$421K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.03K+ 15.76% |
$9.12K - $15.6K
|
14.9K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$9K - $15.4K
|
2K
$30.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.97K+ 131.42% |
$8.85K - $15.2K
|
3.46K
$52.4K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 12.69% |
$8.55K - $14.7K
|
16.9K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 0.8% |
$8.04K - $13.8K
|
226K
$3.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$7.2K - $12.4K
|
1.6K
$24.2K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.5K+ 1.05% |
$6.75K - $11.6K
|
144K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39K+ 10.47% |
$6.24K - $10.7K
|
14.6K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.34K+ 0.41% |
$6.02K - $10.3K
|
326K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 1.77% |
$5.78K - $9.92K
|
73.8K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.23K+ 1.65% |
$5.55K - $9.52K
|
76K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.19KNew |
$5.33K - $9.15K
|
1.19K
$17.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.11K+ 1.07% |
$5K - $8.57K
|
105K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.1K+ 206.0% |
$4.94K - $8.48K
|
1.63K
$24.7K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 5.65% |
$4.79K - $8.21K
|
19.9K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.03K+ 0.57% |
$4.62K - $7.92K
|
180K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
1K+ 6.67% |
$4.5K - $7.72K
|
16K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 100000.0% |
$4.5K - $7.72K
|
1K
$15.1K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1K+ 4.55% |
$4.5K - $7.72K
|
23K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1KNew |
$4.5K - $7.72K
|
1K
$15.1K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
972+ 4.99% |
$4.37K - $7.5K
|
20.5K
$310K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
925+ 231.25% |
$4.16K - $7.14K
|
1.33K
$20K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
901+ 27.44% |
$4.05K - $6.96K
|
4.18K
$63.3K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
873+ 6.11% |
$3.93K - $6.74K
|
15.2K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
859New |
$3.87K - $6.63K
|
859
$13K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
800+ 4.95% |
$3.6K - $6.18K
|
17K
$256K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
667+ 18.82% |
$3K - $5.15K
|
4.21K
$63.7K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
650+ 2.66% |
$2.93K - $5.02K
|
25.1K
$380K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
634New |
$2.85K - $4.89K
|
634
$9.59K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
565+ 4.83% |
$2.54K - $4.36K
|
12.3K
$186K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
560+ 4.9% |
$2.52K - $4.32K
|
12K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
551+ 1281.4% |
$2.48K - $4.25K
|
594
$8.99K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
550+ 275.0% |
$2.48K - $4.25K
|
750
$11.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
540+ 154.29% |
$2.43K - $4.17K
|
890
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
500+ 0.75% |
$2.25K - $3.86K
|
67.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
500New |
$2.25K - $3.86K
|
500
$7.57K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
500+ 1.58% |
$2.25K - $3.86K
|
32.1K
$485K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
452+ 4.23% |
$2.03K - $3.49K
|
11.1K
$169K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
419New |
$1.89K - $3.23K
|
419
$6.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
400+ 952.38% |
$1.8K - $3.09K
|
442
$6.69K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
389+ 1.42% |
$1.75K - $3K
|
27.8K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
346+ 40.9% |
$1.56K - $2.67K
|
1.19K
$18K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
333+ 45.93% |
$1.5K - $2.57K
|
1.06K
$16K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$1.35K - $2.32K
|
300
$4.54K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 8.13% |
$1.35K - $2.32K
|
3.99K
$60.4K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
231+ 43.92% |
$1.04K - $1.78K
|
757
$11.5K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
217+ 2.15% |
$977 - $1.68K
|
10.3K
$156K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
200New |
$900 - $1.54K
|
200
$3.03K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$900 - $1.54K
|
200
$3.03K
|