Purchases and Sales Made in Q2 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
191KNew |
$1M - $1.87M
|
191K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
191K+ 28.18% |
$1M - $1.87M
|
869K
$13.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
174K+ 41.76% |
$912K - $1.7M
|
589K
$8.92M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
167K+ 31.3% |
$878K - $1.63M
|
701K
$10.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
153K+ 54.65% |
$803K - $1.5M
|
433K
$6.55M
|
|
|
Jul 07, 2022
Q2 2022
|
Ctc LLC
|
BUY
|
- |
153K+ 99.91% |
$803K - $1.5M
|
306K
$4.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
150KNew |
$788K - $1.47M
|
150K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
149K+ 11.33% |
$782K - $1.46M
|
1.46M
$22.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
147K+ 21.89% |
$771K - $1.44M
|
818K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
143KNew |
$752K - $1.4M
|
143K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141K+ 41.53% |
$741K - $1.38M
|
481K
$7.28M
|
|
|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
137K+ 690.39% |
$718K - $1.34M
|
156K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
136KNew |
$715K - $1.33M
|
136K
$2.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
122K+ 83.48% |
$641K - $1.19M
|
268K
$4.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
121KNew |
$637K - $1.18M
|
121K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
105KNew |
$551K - $1.02M
|
105K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
102K+ 103.52% |
$537K - $999K
|
201K
$3.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
102KNew |
$535K - $995K
|
102K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
96.7KNew |
$508K - $945K
|
96.7K
$1.46M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
96K+ 98.36% |
$504K - $938K
|
194K
$2.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
91.5K+ 65.31% |
$480K - $894K
|
232K
$3.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
91.5K+ 89.48% |
$480K - $894K
|
194K
$2.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
89.5K+ 11.8% |
$470K - $874K
|
848K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.8K+ 9.29% |
$455K - $848K
|
1.02M
$15.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
84.4KNew |
$443K - $825K
|
84.4K
$1.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Once Capital Management, LLC
|
BUY
|
- |
82.5K+ 65.11% |
$433K - $806K
|
209K
$3.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
81.2K+ 52.78% |
$426K - $793K
|
235K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79.4K+ 62.34% |
$417K - $775K
|
207K
$3.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
72.1KNew |
$379K - $704K
|
72.1K
$1.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69.9KNew |
$367K - $682K
|
69.9K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
69.7K+ 547.26% |
$366K - $681K
|
82.4K
$1.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
68.6KNew |
$360K - $670K
|
68.6K
$1.04M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
67.8KNew |
$356K - $662K
|
67.8K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
66.9K+ 125.22% |
$351K - $654K
|
120K
$1.82M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
66.8KNew |
$351K - $653K
|
66.8K
$1.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62.9K+ 108.71% |
$330K - $614K
|
121K
$1.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.6KNew |
$329K - $612K
|
62.6K
$948K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
62.5KNew |
$328K - $611K
|
62.5K
$946K
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
61.2KNew |
$321K - $598K
|
61.2K
$926K
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
52.4KNew |
$275K - $512K
|
52.4K
$793K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50.4K+ 24.66% |
$265K - $492K
|
255K
$3.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
50KNew |
$263K - $489K
|
50K
$757K
|
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49.8KNew |
$261K - $486K
|
49.8K
$753K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
49.6K+ 57.06% |
$261K - $485K
|
137K
$2.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
48.4K+ 175.73% |
$254K - $473K
|
76K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
47.6K+ 46.96% |
$250K - $465K
|
149K
$2.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.6K+ 7.29% |
$240K - $446K
|
672K
$10.2M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44.8KNew |
$235K - $437K
|
44.8K
$677K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44.8KNew |
$235K - $437K
|
44.8K
$677K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.4K+ 51.92% |
$233K - $433K
|
130K
$1.96M
|