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 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.83K- 12.99% |
$35.2K - $60.4K
|
52.4K
$793K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.2K- 21.55% |
$36.9K - $63.3K
|
29.9K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.23K- 13.31% |
$37K - $63.5K
|
53.6K
$811K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.96K- 26.68% |
$40.3K - $69.2K
|
24.6K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.99K- 5.25% |
$45K - $77.1K
|
180K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10K- 93.0% |
$45K - $77.2K
|
753
$11.4K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-10.2K- 1.24% |
$45.9K - $78.7K
|
812K
$12.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 23.25% |
$46.6K - $80K
|
34.2K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.7K- 82.37% |
$48.2K - $82.7K
|
2.29K
$34.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-11K- 37.71% |
$49.6K - $85K
|
18.2K
$275K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.4K- 3.01% |
$56K - $96K
|
401K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.4K- 3.01% |
$56K - $96K
|
401K
$6.06M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-13.5K- 1.54% |
$60.9K - $104K
|
864K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.9K- 1.02% |
$62.4K - $107K
|
1.35M
$20.4M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.4K- 22.9% |
$64.8K - $111K
|
48.5K
$734K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.3K- 12.27% |
$69K - $118K
|
110K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.4K- 6.79% |
$69.3K - $119K
|
211K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16.3K- 65.11% |
$73.4K - $126K
|
8.74K
$132K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.9K- 16.36% |
$75.9K - $130K
|
86.2K
$1.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17.5KClosed |
$78.9K - $135K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-20.1K- 13.48% |
$90.5K - $155K
|
129K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.4K- 54.51% |
$92K - $158K
|
17.1K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.1K- 3.33% |
$94.8K - $163K
|
612K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-21.4K- 32.47% |
$96.4K - $165K
|
44.6K
$674K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 30.14% |
$97.7K - $168K
|
50.3K
$762K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-22.6K- 42.42% |
$102K - $175K
|
30.7K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.4K- 2.42% |
$110K - $189K
|
984K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25K- 36.63% |
$113K - $193K
|
43.2K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.4K- 53.97% |
$119K - $204K
|
22.6K
$341K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.2K- 6.59% |
$127K - $218K
|
400K
$6.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.4K- 7.37% |
$137K - $235K
|
382K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-30.8K- 63.78% |
$139K - $238K
|
17.5K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-31.3K- 42.47% |
$141K - $241K
|
42.3K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.7K- 21.15% |
$161K - $276K
|
133K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-36.7K- 86.24% |
$165K - $284K
|
5.86K
$88.7K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-37.2K- 43.98% |
$167K - $287K
|
47.4K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.7K- 62.43% |
$169K - $291K
|
22.7K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.3K- 7.52% |
$177K - $304K
|
483K
$7.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-40K- 98.43% |
$180K - $309K
|
640
$9.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-46K- 42.99% |
$207K - $355K
|
61K
$923K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-50K- 28.14% |
$225K - $386K
|
128K
$1.93M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-52.2K- 27.64% |
$235K - $403K
|
137K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-53.4K- 21.88% |
$240K - $412K
|
191K
$2.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.5K- 8.24% |
$259K - $444K
|
640K
$9.68M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.7K- 19.74% |
$273K - $469K
|
247K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.3K- 6.19% |
$276K - $473K
|
929K
$14.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-64.1K- 47.73% |
$288K - $495K
|
70.2K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65.8K- 26.2% |
$296K - $508K
|
185K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-67.8K- 63.1% |
$305K - $523K
|
39.6K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-69.9K- 8.03% |
$315K - $540K
|
801K
$12.1M
|