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
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-609- 4.04% |
$2.74K - $4.7K
|
14.5K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-631- 3.33% |
$2.84K - $4.87K
|
18.3K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-631- 2.42% |
$2.84K - $4.87K
|
25.4K
$385K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-720- 10.18% |
$3.24K - $5.56K
|
6.35K
$96.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-795- 4.88% |
$3.58K - $6.14K
|
15.5K
$235K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-802- 20.11% |
$3.61K - $6.19K
|
3.19K
$48.2K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-832- 1.35% |
$3.74K - $6.42K
|
60.7K
$918K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-905- 5.64% |
$4.07K - $6.99K
|
15.1K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-910- 1.58% |
$4.1K - $7.03K
|
56.8K
$860K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.02K- 28.22% |
$4.59K - $7.87K
|
2.6K
$39.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.1K- 7.12% |
$4.95K - $8.49K
|
14.4K
$217K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 1.07% |
$5.49K - $9.43K
|
113K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.25K- 96.53% |
$5.63K - $9.65K
|
45
$681
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.34K- 2.58% |
$6.04K - $10.4K
|
50.8K
$768K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.54K- 9.13% |
$6.93K - $11.9K
|
15.3K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.6K- 4.71% |
$7.2K - $12.4K
|
32.4K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 3.3% |
$8.45K - $14.5K
|
54.9K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.88K- 4.55% |
$8.48K - $14.5K
|
39.5K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.98K- 78.7% |
$8.9K - $15.3K
|
535
$8.09K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.98K- 37.9% |
$8.9K - $15.3K
|
3.24K
$49K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2K- 1.7% |
$9K - $15.4K
|
116K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2K- 4.84% |
$9K - $15.4K
|
39.4K
$595K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.01K- 2.02% |
$9.04K - $15.5K
|
97.2K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.1K- 10.99% |
$9.45K - $16.2K
|
17K
$257K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 39.21% |
$10K - $17.2K
|
3.46K
$52.4K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.38K- 3.04% |
$10.7K - $18.3K
|
75.9K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.74K- 99.89% |
$12.3K - $21.1K
|
3
$45.4
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.91K- 23.73% |
$13.1K - $22.5K
|
9.37K
$142K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.95K- 11.9% |
$13.3K - $22.8K
|
21.9K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.15K- 11.85% |
$14.2K - $24.3K
|
23.4K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.33K- 9.16% |
$15K - $25.7K
|
33K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.35K- 13.67% |
$15.1K - $25.9K
|
21.2K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.41K- 0.62% |
$15.4K - $26.3K
|
544K
$8.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.65K- 26.12% |
$16.4K - $28.2K
|
10.3K
$156K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
SELL
|
- |
-3.8K- 3.9% |
$17.1K - $29.3K
|
93.6K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.04K- 0.8% |
$18.2K - $31.2K
|
500K
$7.57M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.1K- 10.0% |
$18.5K - $31.7K
|
36.9K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.13K- 12.68% |
$18.6K - $31.9K
|
28.4K
$430K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-4.6K- 10.52% |
$20.7K - $35.5K
|
39.1K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4.73K- 29.8% |
$21.3K - $36.5K
|
11.1K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.8K- 12.59% |
$21.6K - $37.1K
|
33.3K
$504K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5K- 10.13% |
$22.5K - $38.6K
|
44.3K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5.17K- 6.73% |
$23.3K - $39.9K
|
71.6K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.2K- 14.11% |
$23.4K - $40.1K
|
31.6K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.63K- 17.08% |
$25.3K - $43.4K
|
27.3K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.14K- 13.65% |
$27.6K - $47.4K
|
38.9K
$588K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-6.6K- 22.19% |
$29.7K - $51K
|
23.1K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.67K- 51.99% |
$30K - $51.5K
|
6.16K
$93.1K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.12K- 18.78% |
$32K - $55K
|
30.8K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-7.23K- 40.14% |
$32.5K - $55.8K
|
10.8K
$163K
|