Purchases and Sales Made in Q2 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2024. 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 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
129K+ 380.95% |
$812K - $1.01M
|
162K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
127KNew |
$801K - $1M
|
127K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
121K+ 31.19% |
$766K - $956K
|
510K
$8.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 28.58% |
$731K - $912K
|
520K
$8.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 64.28% |
$729K - $910K
|
295K
$4.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
111KNew |
$702K - $876K
|
111K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110K+ 22.2% |
$697K - $870K
|
607K
$9.61M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103K+ 32.26% |
$651K - $812K
|
422K
$6.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
102K+ 12.1% |
$642K - $802K
|
941K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
93.8K+ 9.45% |
$593K - $740K
|
1.09M
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
92.6KNew |
$585K - $731K
|
92.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
88.9K+ 77.89% |
$562K - $702K
|
203K
$3.22M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
88.9K+ 77.89% |
$562K - $702K
|
203K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86.5K+ 4252.83% |
$547K - $683K
|
88.6K
$1.4M
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
84.9K+ 9.39% |
$536K - $670K
|
989K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
84.4K+ 2.25% |
$534K - $666K
|
3.85M
$60.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
82.7K+ 48.09% |
$523K - $653K
|
255K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
76.4K+ 188.98% |
$483K - $603K
|
117K
$1.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
70K+ 233.33% |
$442K - $552K
|
100K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
69.1K+ 11.06% |
$437K - $545K
|
694K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.4K+ 330.57% |
$432K - $539K
|
89K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
65.9K+ 7.2% |
$417K - $520K
|
982K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
63.1K+ 28.2% |
$399K - $498K
|
287K
$4.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
62.3K+ 2.51% |
$394K - $491K
|
2.54M
$40.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
61KNew |
$386K - $481K
|
61K
$967K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
60.7KNew |
$384K - $479K
|
60.7K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
60.5K+ 8.66% |
$382K - $477K
|
759K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
57.3KNew |
$362K - $452K
|
57.3K
$908K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.4K+ 111.09% |
$356K - $445K
|
107K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
54KNew |
$341K - $426K
|
54K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
53.4K+ 122.32% |
$337K - $421K
|
97K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
53.1K+ 5.74% |
$336K - $419K
|
979K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
51KNew |
$323K - $403K
|
51K
$809K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
49.5K+ 366.67% |
$313K - $391K
|
63K
$999K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
48.9K+ 12.65% |
$309K - $386K
|
435K
$6.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48.7K+ 72.11% |
$308K - $384K
|
116K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
45.9K+ 9.99% |
$290K - $362K
|
505K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
44.7KNew |
$283K - $353K
|
44.7K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
44.4KNew |
$281K - $351K
|
44.4K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
44.2K+ 218.32% |
$280K - $349K
|
64.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
42.7K+ 58.82% |
$270K - $337K
|
115K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
41.9KNew |
$265K - $331K
|
41.9K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
41.7KNew |
$263K - $329K
|
41.7K
$661K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
41.4K+ 22.5% |
$262K - $327K
|
225K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.2K+ 90.67% |
$260K - $325K
|
86.6K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.5K+ 41.36% |
$250K - $312K
|
135K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
38.3KNew |
$242K - $303K
|
38.3K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
37.2K+ 20.35% |
$235K - $294K
|
220K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$231K - $288K
|
36.5K
$579K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.7K+ 8.29% |
$226K - $282K
|
467K
$7.4M
|