Purchases and Sales Made in Q2 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2023. 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 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.7K+ 166.46% |
$180K - $367K
|
60.4K
$914K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
36.6KNew |
$174K - $356K
|
36.6K
$554K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
36.4K+ 621.63% |
$173K - $355K
|
42.3K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
35.2KNew |
$168K - $343K
|
35.2K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
34.9KNew |
$166K - $340K
|
34.9K
$528K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
34.9K+ 204.55% |
$166K - $340K
|
52K
$786K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.1K+ 103.31% |
$158K - $323K
|
65.2K
$986K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
31.6KNew |
$150K - $307K
|
31.6K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
31.4KNew |
$150K - $306K
|
31.4K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.6K+ 2.9% |
$146K - $298K
|
1.08M
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5K+ 1.71% |
$136K - $277K
|
1.69M
$25.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
27.7K+ 32.09% |
$132K - $270K
|
114K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26.6K+ 188.59% |
$127K - $259K
|
40.7K
$615K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
26.1KNew |
$124K - $254K
|
26.1K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
26K+ 11.38% |
$124K - $253K
|
254K
$3.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
25.7KNew |
$122K - $250K
|
25.7K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25K+ 188.89% |
$119K - $244K
|
38.2K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25KNew |
$119K - $243K
|
25K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 10.94% |
$112K - $228K
|
238K
$3.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 2.51% |
$111K - $227K
|
952K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
23.3K+ 14.83% |
$111K - $227K
|
180K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 52.96% |
$111K - $226K
|
67.1K
$1.02M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22.2K+ 6.39% |
$106K - $216K
|
370K
$5.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
20.8K+ 30.98% |
$98.9K - $202K
|
87.9K
$1.33M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
20.5KNew |
$97.6K - $200K
|
20.5K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20KNew |
$95.2K - $195K
|
20K
$303K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
20KNew |
$95.2K - $195K
|
20K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
19.9KNew |
$94.5K - $193K
|
19.9K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.8K+ 26.39% |
$94.3K - $193K
|
94.9K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 8.59% |
$92.2K - $189K
|
245K
$3.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9K+ 7.67% |
$90.2K - $185K
|
266K
$4.02M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18.2KNew |
$86.5K - $177K
|
18.2K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1KNew |
$85.9K - $176K
|
18.1K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
16.9KNew |
$80.5K - $165K
|
16.9K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.5KNew |
$74K - $151K
|
15.5K
$235K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
15.3KNew |
$72.7K - $149K
|
15.3K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
15K+ 116.28% |
$71.6K - $147K
|
28K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14.5K+ 3.63% |
$69.1K - $141K
|
415K
$6.28M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14.5K+ 3.63% |
$69.1K - $141K
|
415K
$6.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$67.4K - $138K
|
14.2K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
13.9KNew |
$66.4K - $136K
|
13.9K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$65.8K - $135K
|
13.8K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
13.6KNew |
$64.8K - $133K
|
13.6K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
13.5K+ 9.39% |
$64.3K - $131K
|
157K
$2.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
13.1KNew |
$62.2K - $127K
|
13.1K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
12.8KNew |
$60.9K - $125K
|
12.8K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 36.11% |
$58.8K - $120K
|
46.6K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.3KNew |
$58.4K - $119K
|
12.3K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$57.6K - $118K
|
12.1K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.1KNew |
$57.4K - $117K
|
12.1K
$182K
|