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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 12.21% |
$8.5K - $17.4K
|
12.8K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 8.13% |
$8.73K - $17.9K
|
20.7K
$315K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 0.3% |
$9.08K - $18.6K
|
627K
$9.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.95K- 2.28% |
$9.27K - $19K
|
83.3K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.96K- 16.36% |
$9.33K - $19.1K
|
10K
$152K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2K- 3.37% |
$9.52K - $19.5K
|
57.3K
$870K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2K- 5.6% |
$9.52K - $19.5K
|
33.7K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 9.02% |
$10.8K - $22.1K
|
22.9K
$347K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.6K- 11.9% |
$12.4K - $25.3K
|
19.3K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.64K- 28.23% |
$12.6K - $25.8K
|
6.72K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 2.44% |
$12.7K - $26.1K
|
107K
$1.63M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.8K- 17.83% |
$13.3K - $27.3K
|
12.9K
$196K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.1K- 98.41% |
$14.8K - $30.2K
|
50
$760
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.34K- 57.97% |
$15.9K - $32.5K
|
2.42K
$36.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.45K- 13.58% |
$16.4K - $33.6K
|
22K
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-3.54K- 9.09% |
$16.9K - $34.5K
|
35.4K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.85K- 24.28% |
$18.3K - $37.5K
|
12K
$182K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.85K- 34.59% |
$18.3K - $37.5K
|
7.28K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-4.2K- 28.77% |
$20K - $40.9K
|
10.4K
$158K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.28KClosed |
$20.4K - $41.7K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-4.5K- 13.58% |
$21.4K - $43.8K
|
28.6K
$435K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.58K- 25.14% |
$21.8K - $44.6K
|
13.6K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-4.73K- 11.92% |
$22.5K - $46K
|
34.9K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.99K- 24.58% |
$23.7K - $48.6K
|
15.3K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 2.76% |
$23.9K - $48.9K
|
177K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5.17K- 7.22% |
$24.6K - $50.4K
|
66.5K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.87K- 21.08% |
$27.9K - $57.1K
|
22K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.14K- 33.54% |
$29.2K - $59.8K
|
12.2K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.15K- 1.13% |
$29.3K - $59.9K
|
538K
$8.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.23K- 34.87% |
$29.7K - $60.7K
|
11.6K
$177K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-6.51K- 14.05% |
$31K - $63.4K
|
39.8K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.69K- 4.96% |
$31.8K - $65.1K
|
128K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.72K- 8.86% |
$32K - $65.4K
|
69.1K
$1.05M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.89K- 92.15% |
$32.8K - $67.1K
|
587
$8.92K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.3K- 12.84% |
$34.7K - $71.1K
|
49.5K
$753K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-7.46K- 1.49% |
$35.5K - $72.6K
|
493K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-7.5K- 19.06% |
$35.7K - $73.1K
|
31.9K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8K- 11.75% |
$38.1K - $77.9K
|
60.1K
$913K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.06K- 5.9% |
$38.4K - $78.5K
|
129K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.06K- 5.9% |
$38.4K - $78.5K
|
129K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.31K- 8.19% |
$39.6K - $81K
|
93.1K
$1.41M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-8.5K- 26.79% |
$40.5K - $82.8K
|
23.2K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-9.07K- 11.93% |
$43.2K - $88.3K
|
66.9K
$1.02M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.11K- 24.67% |
$43.4K - $88.8K
|
27.8K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-9.31K- 36.12% |
$44.3K - $90.7K
|
16.5K
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-9.5K- 5.87% |
$45.2K - $92.5K
|
152K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.5K- 46.29% |
$50.2K - $103K
|
12.2K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.7K- 32.31% |
$50.8K - $104K
|
22.4K
$339K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 5.84% |
$51.4K - $105K
|
174K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-10.8K- 16.35% |
$51.4K - $105K
|
55.3K
$840K
|