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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.4KNew |
$86K - $160K
|
16.4K
$249K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.2K+ 30.66% |
$85.1K - $158K
|
69.1K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15.8KNew |
$82.8K - $154K
|
15.8K
$239K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.7KNew |
$82.4K - $153K
|
15.7K
$238K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$81.4K - $151K
|
15.5K
$235K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.5KNew |
$81.3K - $151K
|
15.5K
$235K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
15.3K+ 18.92% |
$80.5K - $150K
|
96.3K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
15KNew |
$78.8K - $147K
|
15K
$228K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15K+ 5.75% |
$78.6K - $146K
|
275K
$4.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14.8KNew |
$77.7K - $145K
|
14.8K
$225K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
14.4KNew |
$75.7K - $141K
|
14.4K
$219K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
14.4K+ 9.85% |
$75.5K - $140K
|
160K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14.2KNew |
$74.4K - $138K
|
14.2K
$215K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 25.42% |
$74.2K - $138K
|
69.7K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
14KNew |
$73.5K - $137K
|
14K
$213K
|
|
|
Aug 12, 2022
Q2 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14KNew |
$73.5K - $137K
|
14K
$213K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13.8KNew |
$72.5K - $135K
|
13.8K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.8KNew |
$72.5K - $135K
|
13.8K
$210K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$70.6K - $131K
|
13.4K
$204K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.9KNew |
$67.6K - $126K
|
12.9K
$196K
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.5KNew |
$65.9K - $123K
|
12.5K
$191K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 22.01% |
$64.6K - $120K
|
68.3K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
12.3KNew |
$64.6K - $120K
|
12.3K
$187K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.2KNew |
$64.1K - $119K
|
12.2K
$185K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12KNew |
$63.2K - $118K
|
12K
$183K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12K+ 24.72% |
$62.7K - $117K
|
60.3K
$916K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$62.1K - $116K
|
11.8K
$180K
|
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
11.6KNew |
$60.9K - $113K
|
11.6K
$176K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$58.2K - $108K
|
11.1K
$169K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.9KNew |
$57.4K - $107K
|
10.9K
$166K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.7KNew |
$56.4K - $105K
|
10.7K
$163K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.4KNew |
$54.4K - $101K
|
10.4K
$157K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$54.3K - $101K
|
10.3K
$157K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.2KNew |
$53.7K - $100K
|
10.2K
$155K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10K+ 36.87% |
$52.5K - $97.7K
|
37.1K
$564K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.69K+ 9.38% |
$50.9K - $94.7K
|
113K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$43.7K - $81.3K
|
8.32K
$126K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
7.93K+ 262.89% |
$41.6K - $77.4K
|
10.9K
$166K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
7.3KNew |
$38.3K - $71.4K
|
7.3K
$111K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.17KNew |
$32.4K - $60.3K
|
6.17K
$93.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
5.8KNew |
$30.5K - $56.7K
|
5.8K
$88.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
5.74K+ 674.71% |
$30.1K - $56K
|
6.59K
$100K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.2K+ 33.05% |
$27.3K - $50.8K
|
20.9K
$318K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.18K+ 4.29% |
$27.2K - $50.6K
|
126K
$1.91M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
5.12K+ 55.01% |
$26.9K - $50K
|
14.4K
$219K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
5.08K+ 33.94% |
$26.7K - $49.6K
|
20.1K
$305K
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
4.8K+ 14.42% |
$25.2K - $46.9K
|
38.1K
$578K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.76K+ 15.35% |
$25K - $46.5K
|
35.8K
$544K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
4.54KNew |
$23.8K - $44.3K
|
4.54K
$68.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
4.35K+ 17.06% |
$22.8K - $42.5K
|
29.9K
$453K
|