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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.78K- 25.09% |
$35.6K - $66.2K
|
20.2K
$307K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.01K- 28.99% |
$36.8K - $68.4K
|
17.2K
$261K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-7.07K- 23.75% |
$37.1K - $69K
|
22.7K
$345K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8KClosed |
$42K - $78.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.29KClosed |
$43.5K - $81K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.43K- 10.95% |
$44.2K - $82.3K
|
68.5K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-8.83K- 19.05% |
$46.3K - $86.2K
|
37.5K
$570K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.2K- 15.5% |
$48.3K - $89.9K
|
50.1K
$762K
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-10.1KClosed |
$53K - $98.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$54.6K - $102K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.7KClosed |
$56.3K - $105K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.9KClosed |
$57.2K - $107K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 36.39% |
$57.7K - $107K
|
19.2K
$292K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 36.39% |
$57.7K - $107K
|
19.2K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.2KClosed |
$58.7K - $109K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-11.2KClosed |
$58.8K - $109K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.3KClosed |
$59.2K - $110K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 7.83% |
$60K - $112K
|
135K
$2.04M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5KClosed |
$60.6K - $113K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.8KClosed |
$62.2K - $116K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.2K- 48.63% |
$63.9K - $119K
|
12.9K
$195K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.3K- 17.28% |
$64.6K - $120K
|
58.9K
$895K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.9K- 39.88% |
$67.7K - $126K
|
19.4K
$295K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$67.8K - $126K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-13.2KClosed |
$69K - $128K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.4KClosed |
$70.1K - $131K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-13.5KClosed |
$70.9K - $132K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.1KClosed |
$73.9K - $138K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14.5K- 57.92% |
$76.4K - $142K
|
10.6K
$161K
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14.5K- 57.92% |
$76.4K - $142K
|
10.6K
$161K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.9KClosed |
$78.5K - $146K
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15KClosed |
$78.6K - $146K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16.7K- 29.16% |
$87.4K - $163K
|
40.4K
$614K
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-16.8KClosed |
$88K - $164K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.2K- 6.96% |
$90.1K - $168K
|
229K
$3.48M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.7K- 10.27% |
$98.3K - $183K
|
163K
$2.48M
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-19.5KClosed |
$102K - $190K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20KClosed |
$105K - $195K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-20K- 51.28% |
$105K - $195K
|
19K
$289K
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20KClosed |
$105K - $195K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-20.1KClosed |
$105K - $196K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-20.3KClosed |
$107K - $199K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-20.6KClosed |
$108K - $201K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$110K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-21K- 19.19% |
$110K - $205K
|
88.6K
$1.35M
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-22.6KClosed |
$119K - $221K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.9K- 6.25% |
$120K - $224K
|
343K
$5.22M
|
|
Aug 12, 2022
Q2 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-23K- 39.26% |
$121K - $224K
|
35.5K
$540K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-24.2K- 22.0% |
$127K - $236K
|
85.8K
$1.3M
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-24.4K- 48.09% |
$128K - $239K
|
26.4K
$401K
|