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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-11.1K- 47.96% |
$52.8K - $108K
|
12K
$183K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 8.76% |
$52.9K - $108K
|
116K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.3K- 12.75% |
$53.6K - $110K
|
77.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.5K- 16.17% |
$54.5K - $112K
|
59.3K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 45.76% |
$55.4K - $113K
|
13.8K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.7K- 46.18% |
$55.7K - $114K
|
13.6K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.8K- 14.67% |
$55.9K - $114K
|
68.3K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.4K- 8.95% |
$64K - $131K
|
137K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.8K- 10.31% |
$65.8K - $135K
|
120K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.3K- 13.54% |
$72.8K - $149K
|
97.6K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.5K- 7.53% |
$73.8K - $151K
|
190K
$2.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 55.56% |
$79K - $162K
|
13.3K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-17.2K- 37.97% |
$82K - $168K
|
28.1K
$427K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-18.2K- 25.87% |
$86.4K - $177K
|
52K
$791K
|
|
|
Aug 16, 2023
Q2 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-20K- 15.66% |
$95.2K - $195K
|
108K
$1.64M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-21.2KClosed |
$101K - $207K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-22.2K- 65.54% |
$105K - $216K
|
11.6K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-22.4K- 57.49% |
$106K - $218K
|
16.5K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23K- 41.86% |
$109K - $224K
|
31.9K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25.7K- 48.97% |
$122K - $250K
|
26.8K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.4K- 19.85% |
$126K - $257K
|
107K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-27.1K- 36.1% |
$129K - $264K
|
48K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-28.6K- 5.39% |
$136K - $279K
|
502K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-29.1K- 65.42% |
$139K - $284K
|
15.4K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.6K- 8.27% |
$150K - $308K
|
350K
$5.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-32K- 5.49% |
$152K - $312K
|
551K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-32.5K- 68.3% |
$155K - $316K
|
15.1K
$229K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-33K- 68.09% |
$157K - $322K
|
15.5K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-34.5K- 40.49% |
$164K - $336K
|
50.8K
$771K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-38.9KClosed |
$185K - $379K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-47.6K- 20.89% |
$227K - $463K
|
180K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-49.2K- 75.85% |
$234K - $480K
|
15.7K
$238K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-53.4K- 46.18% |
$254K - $520K
|
62.2K
$945K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.6K- 9.31% |
$284K - $581K
|
580K
$8.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-60.3K- 23.05% |
$287K - $588K
|
201K
$3.06M
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-61.3K- 2.5% |
$292K - $597K
|
2.39M
$36.3M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-64.1K- 58.46% |
$305K - $624K
|
45.5K
$691K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-64.6K- 22.91% |
$308K - $630K
|
217K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-66.6K- 6.98% |
$317K - $649K
|
887K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-69.2K- 57.52% |
$329K - $674K
|
51.1K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-75.5K- 30.2% |
$359K - $735K
|
174K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.1K- 10.92% |
$367K - $751K
|
629K
$9.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-79.3K- 37.53% |
$377K - $772K
|
132K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-98.6K- 21.84% |
$470K - $961K
|
353K
$5.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-101K- 70.69% |
$479K - $980K
|
41.7K
$634K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-104K- 8.18% |
$495K - $1.01M
|
1.17M
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-108K- 59.55% |
$514K - $1.05M
|
73.4K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-119K- 73.19% |
$567K - $1.16M
|
43.7K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-119K- 49.83% |
$568K - $1.16M
|
120K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-124K- 99.66% |
$592K - $1.21M
|
419
$6.36K
|