Purchases and Sales Made in Q1 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2024. 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 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
951+ 0.82% |
$6.58K - $9.18K
|
118K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
904+ 679.7% |
$6.26K - $8.72K
|
1.04K
$16.4K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.56% |
$6.23K - $8.69K
|
160K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
900+ 12.49% |
$6.23K - $8.69K
|
8.11K
$128K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
860+ 1508.77% |
$5.95K - $8.3K
|
917
$14.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
850+ 6.56% |
$5.88K - $8.2K
|
13.8K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
848New |
$5.87K - $8.18K
|
848
$13.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
842+ 6.84% |
$5.83K - $8.13K
|
13.2K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
831+ 53.44% |
$5.75K - $8.02K
|
2.39K
$37.8K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800+ 48.48% |
$5.54K - $7.72K
|
2.45K
$38.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
775+ 0.87% |
$5.36K - $7.48K
|
89.7K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
764+ 12.76% |
$5.29K - $7.37K
|
6.75K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
752+ 37.43% |
$5.2K - $7.26K
|
2.76K
$43.8K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
700+ 5.33% |
$4.84K - $6.76K
|
13.8K
$219K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 17.95% |
$4.84K - $6.76K
|
4.6K
$72.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
620+ 5.49% |
$4.29K - $5.98K
|
11.9K
$189K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
617+ 6.09% |
$4.27K - $5.95K
|
10.7K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600+ 14.15% |
$4.15K - $5.79K
|
4.84K
$76.7K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
570+ 5.63% |
$3.94K - $5.5K
|
10.7K
$169K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$7.93K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
500+ 2.51% |
$3.46K - $4.83K
|
20.4K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$7.93K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
500+ 4.59% |
$3.46K - $4.83K
|
11.4K
$181K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500+ 2272.73% |
$3.46K - $4.83K
|
522
$8.27K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
427New |
$2.95K - $4.12K
|
427
$6.77K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
421New |
$2.91K - $4.06K
|
421
$6.67K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
415+ 0.79% |
$2.87K - $4K
|
53.2K
$844K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
401New |
$2.77K - $3.87K
|
401
$6.36K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 12.9% |
$2.77K - $3.86K
|
3.5K
$55.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
376+ 2.05% |
$2.6K - $3.63K
|
18.7K
$297K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
308+ 11.29% |
$2.13K - $2.97K
|
3.04K
$48.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
300+ 2.27% |
$2.08K - $2.9K
|
13.5K
$214K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$2.08K - $2.9K
|
300
$4.76K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
297+ 1.61% |
$2.06K - $2.87K
|
18.7K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
292+ 2.82% |
$2.02K - $2.82K
|
10.6K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
285+ 0.9% |
$1.97K - $2.75K
|
32.1K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
275+ 2.02% |
$1.9K - $2.65K
|
13.9K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
262+ 1.25% |
$1.81K - $2.53K
|
21.3K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
242+ 1.03% |
$1.67K - $2.34K
|
23.7K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
240+ 13.37% |
$1.66K - $2.32K
|
2.04K
$32.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
227+ 2.77% |
$1.57K - $2.19K
|
8.43K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$1.56K - $2.17K
|
225
$3.57K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
224+ 1.78% |
$1.55K - $2.16K
|
12.8K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
200+ 0.95% |
$1.38K - $1.93K
|
21.3K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
169+ 33.33% |
$1.17K - $1.63K
|
676
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157+ 2.05% |
$1.09K - $1.52K
|
7.83K
$124K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
152New |
$1.05K - $1.47K
|
152
$2.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
150+ 1.13% |
$1.04K - $1.45K
|
13.4K
$213K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
118+ 590.0% |
$817 - $1.14K
|
138
$2.19K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100+ 10.0% |
$692 - $965
|
1.1K
$17.4K
|