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 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.1K+ 19.69% |
$21.5K - $40.1K
|
24.9K
$377K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.1KNew |
$21.5K - $40.1K
|
4.1K
$62K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.09K+ 6.81% |
$21.5K - $39.9K
|
64.1K
$970K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4K+ 8.47% |
$21K - $39.1K
|
51.2K
$775K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.76K+ 11.61% |
$19.7K - $36.7K
|
36.1K
$547K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.62K+ 12.82% |
$19K - $35.4K
|
31.9K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.58K+ 13.8% |
$18.8K - $34.9K
|
29.5K
$446K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
3.5K+ 233.33% |
$18.4K - $34.2K
|
5K
$75.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.08K+ 8.42% |
$16.2K - $30.1K
|
39.7K
$600K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 15.54% |
$15.8K - $29.3K
|
22.3K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
2.86K+ 19.54% |
$15K - $27.9K
|
17.5K
$265K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 12.97% |
$15K - $27.8K
|
24.8K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.8K+ 16.42% |
$14.7K - $27.4K
|
19.9K
$300K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.71KNew |
$14.2K - $26.4K
|
2.71K
$40.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.61KNew |
$13.7K - $25.5K
|
2.61K
$39.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.57K+ 22.77% |
$13.5K - $25.1K
|
13.8K
$210K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.57K+ 2.92% |
$13.5K - $25.1K
|
90.6K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$13.4K - $24.9K
|
2.55K
$38.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.55K+ 67.4% |
$13.4K - $24.9K
|
6.33K
$95.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.51K+ 0.17% |
$13.2K - $24.5K
|
1.44M
$21.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.5K+ 2.04% |
$13.1K - $24.4K
|
125K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
2.5K+ 0.14% |
$13.1K - $24.4K
|
1.75M
$26.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.38K+ 19.11% |
$12.5K - $23.3K
|
14.9K
$225K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.31K+ 75.13% |
$12.1K - $22.5K
|
5.38K
$81.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.29K+ 10.28% |
$12K - $22.4K
|
24.6K
$372K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$11.8K - $22K
|
2.25K
$34K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.02K+ 19.18% |
$10.6K - $19.8K
|
12.6K
$190K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2K+ 13.95% |
$10.5K - $19.5K
|
16.3K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 8.88% |
$9.98K - $18.6K
|
23.3K
$353K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.9K+ 8.44% |
$9.98K - $18.6K
|
24.4K
$369K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.79K+ 7.4% |
$9.39K - $17.5K
|
26K
$393K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 8.22% |
$8.45K - $15.7K
|
21.2K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
1.57K+ 19.96% |
$8.24K - $15.3K
|
9.43K
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 64.82% |
$7.69K - $14.3K
|
3.73K
$56.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 7.01% |
$7.43K - $13.8K
|
21.6K
$327K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.4K+ 5.77% |
$7.35K - $13.7K
|
25.7K
$388K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.4K+ 175.0% |
$7.35K - $13.7K
|
2.2K
$33.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.36K+ 5.55% |
$7.12K - $13.2K
|
25.8K
$390K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22K+ 20.91% |
$6.41K - $11.9K
|
7.06K
$107K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.19K+ 0.69% |
$6.23K - $11.6K
|
172K
$2.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 32.98% |
$5.84K - $10.9K
|
4.49K
$67.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1KNew |
$5.25K - $9.77K
|
1K
$15.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
950New |
$4.99K - $9.28K
|
950
$14.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
924+ 2.12% |
$4.85K - $9.03K
|
44.5K
$673K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
878+ 3.39% |
$4.61K - $8.58K
|
26.8K
$405K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
871New |
$4.57K - $8.51K
|
871
$13.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
854+ 427.0% |
$4.48K - $8.34K
|
1.05K
$15.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
850New |
$4.46K - $8.3K
|
850
$12.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
805New |
$4.23K - $7.86K
|
805
$12.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
800New |
$4.2K - $7.82K
|
800
$12.1K
|