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 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$118K - $190K
|
10.5K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1K+ 80.3% |
$113K - $181K
|
22.6K
$358K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$112K - $181K
|
10K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$112K - $180K
|
10K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.95K+ 15.77% |
$111K - $179K
|
73K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.93K+ 2.26% |
$111K - $179K
|
450K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.61K+ 55.94% |
$107K - $173K
|
26.8K
$425K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.5K+ 8.3% |
$106K - $171K
|
124K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.67K+ 109571.43% |
$85.8K - $138K
|
7.68K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
7.5K+ 13.82% |
$83.8K - $135K
|
61.8K
$979K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.36K+ 2.54% |
$82.3K - $133K
|
297K
$4.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.17KNew |
$80.2K - $129K
|
7.17K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.39K+ 9.0% |
$71.5K - $115K
|
77.4K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.2K+ 33.13% |
$69.3K - $112K
|
24.9K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.11KNew |
$68.3K - $110K
|
6.11K
$96.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 7.61% |
$63.6K - $103K
|
80.4K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.6K+ 0.28% |
$62.6K - $101K
|
2M
$31.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.29K+ 21.44% |
$59.2K - $95.4K
|
30K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.27K+ 9.97% |
$59K - $95.1K
|
58.2K
$922K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5K+ 2000.0% |
$55.9K - $90.2K
|
5.25K
$83.2K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.96K+ 7.14% |
$55.5K - $89.4K
|
74.4K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.68K+ 1.23% |
$52.3K - $84.3K
|
386K
$6.12M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.58K+ 1636.43% |
$51.2K - $82.6K
|
4.86K
$77.1K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.44K+ 20.94% |
$49.7K - $80.1K
|
25.7K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31K+ 18.2% |
$48.1K - $77.6K
|
28K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 24.18% |
$47.2K - $76.2K
|
21.7K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.18K+ 6.63% |
$46.7K - $75.3K
|
67.2K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.1K+ 2.0% |
$45.8K - $73.9K
|
209K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.1K+ 31.53% |
$45.8K - $73.9K
|
17.1K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4.04KNew |
$45.1K - $72.8K
|
4.04K
$64K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
4.02K+ 9.87% |
$44.9K - $72.5K
|
44.7K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.01K+ 9.47% |
$44.9K - $72.4K
|
46.4K
$736K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.99K+ 5.02% |
$44.6K - $71.8K
|
83.4K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.98K+ 16.57% |
$44.5K - $71.8K
|
28K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.93K+ 6.08% |
$43.9K - $70.8K
|
68.5K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9KNew |
$43.6K - $70.3K
|
3.9K
$61.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.87KNew |
$43.3K - $69.8K
|
3.87K
$61.4K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.77K+ 754.6% |
$42.2K - $68K
|
4.27K
$67.7K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 552.46% |
$41.4K - $66.8K
|
4.38K
$69.4K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 24.2% |
$41.2K - $66.4K
|
18.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.67K+ 17.84% |
$41K - $66.1K
|
24.2K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.63K+ 100.58% |
$40.6K - $65.4K
|
7.24K
$115K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 25.07% |
$39.7K - $64K
|
17.7K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.53K+ 21.3% |
$39.4K - $63.6K
|
20.1K
$318K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 9.26% |
$39.1K - $63.1K
|
41.3K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 9.84% |
$39K - $62.9K
|
39K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 27.5% |
$38.4K - $62K
|
15.9K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.37KNew |
$37.7K - $60.8K
|
3.37K
$53.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.32K+ 3316.0% |
$37.1K - $59.8K
|
3.42K
$54.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 10.54% |
$36K - $58K
|
33.7K
$535K
|