Purchases and Sales Made in Q1 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2025. 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 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.65K- 25.95% |
$63.1K - $102K
|
16.1K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 3.82% |
$66.9K - $108K
|
151K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.3K- 4.45% |
$70.4K - $114K
|
135K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-7K- 2.78% |
$78.3K - $126K
|
245K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 1.78% |
$81.8K - $132K
|
403K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.36K- 37.46% |
$82.3K - $133K
|
12.3K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.38K- 22.33% |
$82.5K - $133K
|
25.7K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.49K- 18.43% |
$83.7K - $135K
|
33.2K
$526K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.83K- 26.37% |
$87.5K - $141K
|
21.9K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.03K- 34.33% |
$89.7K - $145K
|
15.4K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.19K- 2.42% |
$91.6K - $148K
|
330K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.2K- 1.76% |
$91.7K - $148K
|
458K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.64K- 39.56% |
$96.6K - $156K
|
13.2K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9K- 92.31% |
$101K - $162K
|
750
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-9.19K- 8.21% |
$103K - $166K
|
103K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.29K- 2.12% |
$104K - $168K
|
429K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.4K- 96.73% |
$105K - $169K
|
318
$5.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.4K- 39.32% |
$105K - $170K
|
14.5K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.49K- 16.11% |
$106K - $171K
|
49.4K
$783K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.83K- 46.67% |
$110K - $177K
|
11.2K
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.91K- 10.5% |
$111K - $179K
|
84.5K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.99K- 34.15% |
$112K - $180K
|
19.3K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.4K- 23.94% |
$127K - $206K
|
36.2K
$574K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.6K- 4.18% |
$130K - $209K
|
266K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.9K- 11.51% |
$133K - $215K
|
91.6K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.9K- 41.34% |
$144K - $232K
|
18.3K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-13K- 32.5% |
$145K - $234K
|
27K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 29.74% |
$148K - $239K
|
31.3K
$496K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.7K- 44.91% |
$176K - $284K
|
19.3K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.9K- 36.34% |
$178K - $287K
|
27.9K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-16K- 22.95% |
$179K - $288K
|
53.7K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16.8K- 35.87% |
$187K - $302K
|
30K
$475K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 8.83% |
$200K - $322K
|
184K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18K- 3.77% |
$201K - $324K
|
459K
$7.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.7K- 6.76% |
$210K - $338K
|
259K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-21.3K- 2.53% |
$238K - $384K
|
819K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 99.74% |
$279K - $450K
|
64
$1.01K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-25.8K- 5.88% |
$288K - $465K
|
413K
$6.55M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-26.1K- 51.02% |
$292K - $471K
|
25.1K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-26.3K- 4.14% |
$294K - $475K
|
609K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-27.8K- 7.23% |
$311K - $502K
|
357K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-33.2K- 0.18% |
$371K - $598K
|
18.7M
$297M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-34.3K- 9.44% |
$383K - $618K
|
329K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.7K- 63.55% |
$444K - $717K
|
22.8K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-40.3K- 12.19% |
$451K - $727K
|
290K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-41.9K- 14.41% |
$468K - $755K
|
249K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-42.1K- 24.24% |
$471K - $760K
|
132K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-44.2K- 15.73% |
$494K - $796K
|
237K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-44.5K- 58.92% |
$498K - $803K
|
31K
$492K
|