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 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.48K+ 8.88% |
$7.05K - $14.4K
|
18.2K
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.41K+ 25.89% |
$6.7K - $13.7K
|
6.84K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 48.11% |
$6.07K - $12.4K
|
3.93K
$59.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.25K+ 8.85% |
$5.95K - $12.2K
|
15.4K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.24K+ 11.75% |
$5.88K - $12K
|
11.8K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.94% |
$5.83K - $11.9K
|
16.7K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.12K+ 0.87% |
$5.35K - $10.9K
|
130K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 2.68% |
$5.24K - $10.7K
|
42.1K
$639K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 6.84% |
$4.81K - $9.84K
|
15.8K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
996+ 167.68% |
$4.74K - $9.7K
|
1.59K
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
910+ 8.76% |
$4.33K - $8.86K
|
11.3K
$172K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
866+ 4.18% |
$4.12K - $8.43K
|
21.6K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
857New |
$4.08K - $8.35K
|
857
$13K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
856+ 7.68% |
$4.07K - $8.34K
|
12K
$182K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$3.75K - $7.68K
|
788
$12K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
753+ 23.23% |
$3.58K - $7.33K
|
3.99K
$60.7K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
750+ 4.95% |
$3.57K - $7.31K
|
15.9K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
749+ 327.07% |
$3.57K - $7.3K
|
978
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
630+ 1.59% |
$3K - $6.14K
|
40.1K
$610K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
595+ 47.41% |
$2.83K - $5.8K
|
1.85K
$28.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
587New |
$2.79K - $5.72K
|
587
$8.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
540+ 0.03% |
$2.57K - $5.26K
|
1.74M
$26.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
521+ 0.5% |
$2.48K - $5.07K
|
105K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500+ 71.43% |
$2.38K - $4.87K
|
1.2K
$18.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
500+ 4.33% |
$2.38K - $4.87K
|
12K
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
400+ 36.36% |
$1.9K - $3.9K
|
1.5K
$22.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
323+ 14.09% |
$1.54K - $3.15K
|
2.62K
$39.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
303+ 1.7% |
$1.44K - $2.95K
|
18.1K
$275K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
300+ 2.96% |
$1.43K - $2.92K
|
10.4K
$159K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$1.43K - $2.92K
|
300
$4.56K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
296+ 0.16% |
$1.41K - $2.88K
|
191K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
251+ 0.09% |
$1.19K - $2.44K
|
278K
$4.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$1.19K - $2.44K
|
250
$3.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
242+ 0.04% |
$1.15K - $2.36K
|
675K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
227New |
$1.08K - $2.21K
|
227
$3.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
200New |
$952 - $1.95K
|
200
$3.04K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
200+ 1.7% |
$952 - $1.95K
|
11.9K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189+ 0.9% |
$900 - $1.84K
|
21.3K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
181+ 2.07% |
$862 - $1.76K
|
8.92K
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
173New |
$823 - $1.69K
|
173
$2.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
161+ 13.51% |
$766 - $1.57K
|
1.35K
$20.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
127New |
$605 - $1.24K
|
127
$1.93K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
100+ 0.23% |
$476 - $974
|
43.3K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 16.13% |
$476 - $974
|
720
$10.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
100+ 20.0% |
$476 - $974
|
600
$9.11K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$476 - $974
|
100
$1.52K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
100New |
$476 - $974
|
100
$1.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 2.06% |
$390 - $799
|
4.07K
$61.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 2.97% |
$357 - $731
|
2.6K
$39.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
70+ 0.07% |
$333 - $682
|
93.7K
$1.42M
|