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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.51K+ 5.41% |
$28.5K - $35.6K
|
87.8K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.13K+ 28.5% |
$26.1K - $32.6K
|
18.6K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.88K+ 28.53% |
$24.5K - $30.6K
|
17.5K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.86K+ 8.93% |
$24.4K - $30.5K
|
47.1K
$778K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.86K+ 33.61% |
$24.4K - $30.4K
|
15.3K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 14.09% |
$21.5K - $26.8K
|
27.5K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.4K+ 12.11% |
$21.5K - $26.8K
|
31.5K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.35K+ 27.33% |
$21.2K - $26.4K
|
15.6K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.25K+ 6.03% |
$20.5K - $25.6K
|
57.1K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.24K+ 6.19% |
$20.5K - $25.6K
|
55.7K
$918K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.21K+ 12.05% |
$20.3K - $25.4K
|
29.9K
$493K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.2K+ 1.33% |
$20.2K - $25.2K
|
244K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.14K+ 8.76% |
$19.8K - $24.8K
|
39K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.08K+ 14.44% |
$19.4K - $24.3K
|
24.4K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 3.69% |
$19K - $23.7K
|
84.4K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3K+ 10.97% |
$19K - $23.7K
|
30.4K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 0.64% |
$18.8K - $23.5K
|
470K
$7.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 106.66% |
$18.6K - $23.2K
|
5.71K
$94.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.93K+ 33.19% |
$18.5K - $23.1K
|
11.7K
$194K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$18.3K - $22.9K
|
2.9K
$47.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.84K+ 4.47% |
$17.9K - $22.4K
|
66.3K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.8KNew |
$17.7K - $22.1K
|
2.8K
$46.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.63K+ 5.09% |
$16.6K - $20.8K
|
54.3K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.55KNew |
$16.1K - $20.1K
|
2.55K
$42K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.5K+ 7.98% |
$15.8K - $19.7K
|
33.8K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.45K+ 2.58% |
$15.5K - $19.3K
|
97.5K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 12.49% |
$13.8K - $17.2K
|
19.6K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2K+ 7.98% |
$12.6K - $15.8K
|
27.1K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2K+ 4.7% |
$12.6K - $15.8K
|
44.6K
$735K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 65.25% |
$12.5K - $15.6K
|
5.02K
$82.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 4.5% |
$11.5K - $14.4K
|
42.4K
$700K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 4.5% |
$11.5K - $14.4K
|
42.4K
$700K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 1.76% |
$10.8K - $13.5K
|
98.9K
$1.63M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 13.55% |
$10.7K - $13.4K
|
14.2K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.54K+ 55.3% |
$9.75K - $12.2K
|
4.33K
$71.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$24.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.5K+ 10.87% |
$9.48K - $11.8K
|
15.3K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 3.94% |
$9.16K - $11.4K
|
38.3K
$632K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 8.33% |
$9.16K - $11.4K
|
18.8K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 33.68% |
$9.16K - $11.4K
|
5.75K
$94.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45KNew |
$9.13K - $11.4K
|
1.45K
$23.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.44K+ 2.7% |
$9.1K - $11.4K
|
54.7K
$902K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.42K+ 2.41% |
$8.96K - $11.2K
|
60.2K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34K+ 7.27% |
$8.47K - $10.6K
|
19.8K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 194.97% |
$8.33K - $10.4K
|
1.99K
$32.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.26K+ 11.56% |
$7.96K - $9.93K
|
12.1K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.26K+ 5.94% |
$7.93K - $9.9K
|
22.4K
$370K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 1.42% |
$7.45K - $9.3K
|
84.3K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.16K+ 4.87% |
$7.32K - $9.14K
|
24.9K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16KNew |
$7.31K - $9.13K
|
1.16K
$19.1K
|