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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
100+ 10.05% |
$692 - $965
|
1.1K
$17.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 41.96% |
$650 - $907
|
318
$5.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
94+ 4.77% |
$650 - $907
|
2.07K
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80+ 2.55% |
$554 - $772
|
3.22K
$51K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75New |
$519 - $724
|
75
$1.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75+ 15.0% |
$519 - $724
|
575
$9.11K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 1.25% |
$367 - $511
|
4.3K
$68.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
50New |
$346 - $483
|
50
$793
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42New |
$291 - $405
|
42
$666
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
37+ 0.15% |
$256 - $357
|
24.6K
$389K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
36New |
$249 - $347
|
36
$571
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
33New |
$228 - $318
|
33
$523
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27New |
$187 - $261
|
27
$428
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
24+ 5.66% |
$166 - $232
|
448
$7.1K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23+ 0.44% |
$159 - $222
|
5.21K
$82.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13New |
$90 - $125
|
13
$206
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
10New |
$69.2 - $96.5
|
10
$159
|
|
|
May 13, 2024
Q1 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$69.2 - $96.5
|
10
$159
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
8+ 200.0% |
$55.4 - $77.2
|
12
$190
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1New |
$6.92 - $9.65
|
1
$15.9
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.13% |
$6.92 - $9.65
|
799
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-32- 0.21% |
$221 - $309
|
15K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 4.08% |
$325 - $454
|
1.11K
$17.5K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-69- 6.89% |
$477 - $666
|
933
$14.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107Closed |
$740 - $1.03K
|
0
$0
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 13.64% |
$920 - $1.28K
|
842
$13.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-140- 28.57% |
$969 - $1.35K
|
350
$5.55K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-150- 1.89% |
$1.04K - $1.45K
|
7.8K
$124K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-154- 0.26% |
$1.07K - $1.49K
|
58.8K
$932K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 2.58% |
$1.56K - $2.17K
|
8.5K
$135K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-234- 92.13% |
$1.62K - $2.26K
|
20
$317
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-267- 4.71% |
$1.85K - $2.58K
|
5.4K
$85.6K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-300- 0.08% |
$2.08K - $2.9K
|
377K
$5.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 71.43% |
$2.08K - $2.9K
|
120
$1.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-305- 21.71% |
$2.11K - $2.94K
|
1.1K
$17.4K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-347- 69.54% |
$2.4K - $3.35K
|
152
$2.41K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-374- 39.58% |
$2.59K - $3.61K
|
571
$9.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-400- 54.05% |
$2.77K - $3.86K
|
340
$5.39K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-413- 0.35% |
$2.86K - $3.99K
|
119K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-500- 0.45% |
$3.46K - $4.83K
|
111K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-516- 0.29% |
$3.57K - $4.98K
|
179K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-560- 1.56% |
$3.88K - $5.4K
|
35.3K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-592- 3.53% |
$4.1K - $5.71K
|
16.2K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-600- 91.74% |
$4.15K - $5.79K
|
54
$856
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-636- 6.13% |
$4.4K - $6.14K
|
9.74K
$154K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-640- 5.67% |
$4.43K - $6.18K
|
10.7K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-648- 3.9% |
$4.48K - $6.25K
|
16K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 11.85% |
$4.5K - $6.27K
|
4.84K
$76.6K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-695- 5.47% |
$4.81K - $6.71K
|
12K
$190K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-717- 18.51% |
$4.96K - $6.92K
|
3.16K
$50K
|