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
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 20.7% |
$34.7K - $56K
|
18.1K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 24.14% |
$34.1K - $55K
|
15.7K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.88K+ 3.22% |
$32.2K - $52K
|
92.3K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.88K+ 55.02% |
$32.2K - $51.9K
|
8.11K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.65KNew |
$29.7K - $47.8K
|
2.65K
$42.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59K+ 25.09% |
$28.9K - $46.6K
|
12.9K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.52K+ 3.95% |
$28.1K - $45.4K
|
66.2K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.48K+ 49.02% |
$27.7K - $44.7K
|
7.54K
$119K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 3.62% |
$27.5K - $44.4K
|
70.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.84% |
$27.5K - $44.4K
|
53.3K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$38.8K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$26.6K - $42.9K
|
2.38K
$37.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.3K+ 12.55% |
$25.7K - $41.5K
|
20.6K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.26K+ 45.93% |
$25.3K - $40.8K
|
7.19K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.2K+ 2200.0% |
$24.6K - $39.7K
|
2.3K
$36.5K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 1.2% |
$24.4K - $39.4K
|
185K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.13K+ 7.4% |
$23.8K - $38.3K
|
30.8K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.1K+ 12.49% |
$23.4K - $37.8K
|
18.9K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.07K+ 20.0% |
$23.1K - $37.2K
|
12.4K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.05K+ 3.6% |
$22.9K - $37K
|
59.1K
$936K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.97K+ 19.61% |
$22K - $35.5K
|
12K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.91K+ 0.65% |
$21.3K - $34.4K
|
296K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 9.36% |
$20.7K - $33.4K
|
21.6K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$29.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 73.3% |
$20.6K - $33.2K
|
4.35K
$68.9K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$407K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$26.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.34% |
$18.8K - $30.3K
|
73.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 119.27% |
$18.7K - $30.1K
|
3.07K
$48.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.63K+ 3.76% |
$18.3K - $29.5K
|
45K
$714K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.63K+ 5.18% |
$18.2K - $29.4K
|
33.1K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 2.0% |
$18K - $29.1K
|
82.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.59KNew |
$17.7K - $28.6K
|
1.59K
$25.2K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$17.6K - $28.4K
|
1.58K
$25K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.52K+ 127.11% |
$17K - $27.4K
|
2.71K
$43K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.5K+ 11.38% |
$16.7K - $27K
|
14.6K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 6.66% |
$16.6K - $26.8K
|
23.8K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.47KNew |
$16.4K - $26.5K
|
1.47K
$23.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.45K+ 11.43% |
$16.2K - $26.1K
|
14.1K
$223K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 19.36% |
$15.9K - $25.6K
|
8.75K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.33K+ 9.62% |
$14.9K - $24K
|
15.2K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.33K+ 8.67% |
$14.9K - $24K
|
16.7K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 9.27% |
$14.7K - $23.7K
|
15.5K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.26K+ 12.6% |
$14.1K - $22.7K
|
11.3K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.26K+ 12.07% |
$14K - $22.6K
|
11.7K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 6.16% |
$13.9K - $22.5K
|
21.5K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 0.45% |
$13.9K - $22.4K
|
279K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$12.9K - $20.9K
|
1.16K
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.14K+ 3.82% |
$12.7K - $20.5K
|
30.9K
$490K
|