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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
43.9KNew |
$230K - $428K
|
43.9K
$663K
|
|
|
Aug 15, 2022
Q2 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
43.4KNew |
$228K - $424K
|
43.4K
$657K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
43.3K+ 55.16% |
$227K - $423K
|
122K
$1.84M
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
41.6KNew |
$218K - $406K
|
41.6K
$629K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
41.5K+ 14.05% |
$218K - $405K
|
337K
$5.09M
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
37.7K+ 11.16% |
$198K - $368K
|
376K
$5.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 209.16% |
$195K - $364K
|
55K
$833K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.2KNew |
$195K - $364K
|
37.2K
$563K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
35.6KNew |
$187K - $348K
|
35.6K
$539K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.5KNew |
$181K - $337K
|
34.5K
$522K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
33.8KNew |
$177K - $330K
|
33.8K
$511K
|
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
31.3K+ 20.22% |
$164K - $306K
|
186K
$2.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
30.7K+ 206.35% |
$161K - $300K
|
45.6K
$691K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7KNew |
$161K - $299K
|
30.7K
$464K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
30.2K+ 49.95% |
$159K - $295K
|
90.7K
$1.37M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
30KNew |
$158K - $293K
|
30K
$454K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 40.02% |
$157K - $293K
|
105K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
29.7K+ 2.55% |
$156K - $290K
|
1.19M
$18.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29.2KNew |
$153K - $285K
|
29.2K
$441K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
28.6K+ 674.11% |
$150K - $279K
|
32.8K
$497K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.5KNew |
$144K - $268K
|
27.5K
$415K
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
27.2K+ 47.15% |
$143K - $266K
|
85K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.7K+ 581.81% |
$140K - $261K
|
31.3K
$473K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.8KNew |
$136K - $252K
|
25.8K
$391K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.5K+ 82.49% |
$129K - $239K
|
54.2K
$820K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
24.5K+ 5964.88% |
$128K - $239K
|
24.9K
$376K
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
24.3K+ 194.83% |
$128K - $238K
|
36.8K
$557K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.7K+ 308.41% |
$124K - $231K
|
31.3K
$474K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23.6KNew |
$124K - $231K
|
23.6K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
22.2KNew |
$117K - $217K
|
22.2K
$336K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
22KNew |
$116K - $215K
|
22K
$333K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
21.8KNew |
$114K - $213K
|
21.8K
$330K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
21.3K+ 97.43% |
$112K - $208K
|
43.2K
$654K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21K+ 14.22% |
$110K - $206K
|
169K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
21K+ 82.65% |
$110K - $205K
|
46.4K
$702K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 28.7% |
$108K - $202K
|
92.6K
$1.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
20.1KNew |
$105K - $196K
|
20.1K
$304K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8K+ 12.25% |
$104K - $194K
|
182K
$2.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.7K+ 4.11% |
$103K - $193K
|
499K
$7.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
19.4KNew |
$102K - $190K
|
19.4K
$294K
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
19.3KNew |
$101K - $188K
|
19.3K
$292K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19.3K+ 7.5% |
$101K - $188K
|
276K
$4.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
19KNew |
$99.5K - $185K
|
19K
$287K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
18.7KNew |
$98.2K - $183K
|
18.7K
$283K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
18.3KNew |
$95.8K - $178K
|
18.3K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17.8K+ 126.24% |
$93.5K - $174K
|
31.9K
$483K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
17.7KNew |
$92.8K - $173K
|
17.7K
$267K
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.7KNew |
$87.9K - $164K
|
16.7K
$253K
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.7KNew |
$87.9K - $164K
|
16.7K
$253K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.4KNew |
$86K - $160K
|
16.4K
$248K
|