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
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.05K+ 97.02% |
$31.9K - $39.9K
|
10.3K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.72K+ 14.68% |
$29.8K - $37.2K
|
36.8K
$584K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.7K+ 0.65% |
$29.7K - $37.1K
|
724K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69K+ 19.43% |
$29.6K - $37K
|
28.8K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 7.09% |
$29.5K - $36.8K
|
70.4K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.58K+ 9.22% |
$28.9K - $36.1K
|
54.2K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.53K+ 22.94% |
$28.6K - $35.7K
|
24.3K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.51K+ 5.41% |
$28.5K - $35.6K
|
87.8K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.13K+ 28.5% |
$26.1K - $32.6K
|
18.6K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.88K+ 28.53% |
$24.5K - $30.6K
|
17.5K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.86K+ 8.93% |
$24.4K - $30.5K
|
47.1K
$747K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.86K+ 33.61% |
$24.4K - $30.4K
|
15.3K
$243K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.67K+ 1.58% |
$23.2K - $29K
|
236K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 14.09% |
$21.5K - $26.8K
|
27.5K
$436K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.4K+ 12.11% |
$21.5K - $26.8K
|
31.5K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.35K+ 27.33% |
$21.2K - $26.4K
|
15.6K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.25K+ 6.03% |
$20.5K - $25.6K
|
57.1K
$905K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.24K+ 6.19% |
$20.5K - $25.6K
|
55.7K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.21K+ 12.05% |
$20.3K - $25.4K
|
29.9K
$474K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.2K+ 1.33% |
$20.2K - $25.2K
|
244K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.14K+ 8.76% |
$19.8K - $24.8K
|
39K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.08K+ 14.44% |
$19.4K - $24.3K
|
24.4K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3K+ 10.97% |
$19K - $23.7K
|
30.4K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 3.69% |
$19K - $23.7K
|
84.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 0.64% |
$18.8K - $23.5K
|
470K
$7.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 106.66% |
$18.6K - $23.2K
|
5.71K
$90.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.93K+ 33.19% |
$18.5K - $23.1K
|
11.7K
$186K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$18.3K - $22.9K
|
2.9K
$46K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.84K+ 4.47% |
$17.9K - $22.4K
|
66.3K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.8KNew |
$17.7K - $22.1K
|
2.8K
$44.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.63K+ 5.09% |
$16.6K - $20.8K
|
54.3K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.55KNew |
$16.1K - $20.1K
|
2.55K
$40.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.5K+ 7.98% |
$15.8K - $19.7K
|
33.8K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.45K+ 2.58% |
$15.5K - $19.3K
|
97.5K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 12.49% |
$13.8K - $17.2K
|
19.6K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2K+ 7.98% |
$12.6K - $15.8K
|
27.1K
$429K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2K+ 4.7% |
$12.6K - $15.8K
|
44.6K
$706K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 65.25% |
$12.5K - $15.6K
|
5.02K
$79.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 4.5% |
$11.5K - $14.4K
|
42.4K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 4.5% |
$11.5K - $14.4K
|
42.4K
$672K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 1.76% |
$10.8K - $13.5K
|
98.9K
$1.57M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 13.55% |
$10.7K - $13.4K
|
14.2K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.54K+ 55.3% |
$9.75K - $12.2K
|
4.33K
$68.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$23.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.5K+ 10.87% |
$9.48K - $11.8K
|
15.3K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 8.33% |
$9.16K - $11.4K
|
18.8K
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 3.94% |
$9.16K - $11.4K
|
38.3K
$607K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 33.68% |
$9.16K - $11.4K
|
5.75K
$91.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45KNew |
$9.13K - $11.4K
|
1.45K
$22.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.44K+ 2.7% |
$9.1K - $11.4K
|
54.7K
$867K
|