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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 3.5% |
$204K - $328K
|
538K
$8.53M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
17.9K+ 7.74% |
$200K - $322K
|
249K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 3.92% |
$196K - $315K
|
463K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$188K - $303K
|
16.8K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.6KNew |
$186K - $299K
|
16.6K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.3K+ 5.44% |
$182K - $294K
|
316K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
16.2KNew |
$181K - $292K
|
16.2K
$257K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.1KNew |
$180K - $290K
|
16.1K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.7K+ 10.66% |
$176K - $283K
|
163K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 17.81% |
$174K - $281K
|
103K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$174K - $280K
|
15.5K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.5KNew |
$173K - $279K
|
15.5K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
15.2KNew |
$170K - $273K
|
15.2K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.1K+ 28.84% |
$169K - $273K
|
67.6K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$167K - $270K
|
15K
$237K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.8KNew |
$165K - $266K
|
14.8K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 22.42% |
$160K - $258K
|
78K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14K+ 31.42% |
$157K - $253K
|
58.7K
$930K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 101.36% |
$154K - $248K
|
27.3K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.6KNew |
$152K - $246K
|
13.6K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
13.6KNew |
$152K - $244K
|
13.6K
$215K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.3KNew |
$149K - $240K
|
13.3K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1K+ 31.16% |
$147K - $237K
|
55.3K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
13.1K+ 9.48% |
$146K - $236K
|
151K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
13K+ 2.39% |
$145K - $234K
|
557K
$8.83M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.9KNew |
$145K - $233K
|
12.9K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
12.7KNew |
$142K - $228K
|
12.7K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
12.6K+ 8.48% |
$141K - $227K
|
161K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$138K - $223K
|
12.4K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.3K+ 95.9% |
$138K - $222K
|
25.2K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 11.3% |
$138K - $222K
|
121K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 2.02% |
$134K - $216K
|
605K
$9.59M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.8K+ 9.25% |
$132K - $213K
|
140K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 13.52% |
$131K - $211K
|
98.2K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.7KNew |
$130K - $210K
|
11.7K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
11.5K+ 372.42% |
$129K - $208K
|
14.6K
$232K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5K+ 95.12% |
$128K - $207K
|
23.5K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 17.4% |
$128K - $206K
|
77.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$127K - $206K
|
11.4K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.2KNew |
$125K - $202K
|
11.2K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
11.1KNew |
$124K - $201K
|
11.1K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 3.57% |
$124K - $200K
|
321K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 35.18% |
$123K - $199K
|
42.4K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11KNew |
$123K - $199K
|
11K
$175K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
11KNew |
$123K - $198K
|
11K
$174K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11KNew |
$123K - $198K
|
11K
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
10.9KNew |
$122K - $197K
|
10.9K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$119K - $191K
|
10.6K
$168K
|