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 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.63K- 15.68% |
$22.9K - $28.6K
|
19.5K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.77K- 10.09% |
$23.8K - $29.8K
|
33.6K
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4K- 49.35% |
$25.3K - $31.6K
|
4.11K
$65.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 25.78% |
$27.3K - $34.1K
|
12.4K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.47K- 10.97% |
$28.2K - $35.3K
|
36.3K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.54K- 0.51% |
$28.7K - $35.9K
|
882K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.6K- 1.0% |
$29K - $36.3K
|
453K
$7.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.18K- 22.92% |
$32.8K - $40.9K
|
17.4K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.41K- 9.33% |
$34.2K - $42.7K
|
52.6K
$833K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 15.29% |
$34.7K - $43.3K
|
30.4K
$482K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.47K- 11.21% |
$47.2K - $58.9K
|
59.1K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.72K- 23.21% |
$48.8K - $60.9K
|
25.6K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.91K- 2.05% |
$50K - $62.4K
|
378K
$6M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-8.53K- 17.82% |
$53.9K - $67.3K
|
39.3K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9K- 60.82% |
$56.9K - $71K
|
5.8K
$91.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9.56K- 2.85% |
$60.4K - $75.4K
|
326K
$5.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-9.77K- 1.31% |
$61.8K - $77.1K
|
738K
$11.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10K- 25.18% |
$63.2K - $78.9K
|
29.7K
$471K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10K- 50.0% |
$63.2K - $78.9K
|
10K
$159K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.2KClosed |
$64.3K - $80.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.7KClosed |
$67.3K - $84K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 36.11% |
$68.5K - $85.5K
|
19.2K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-11.2K- 7.82% |
$71.1K - $88.8K
|
133K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-11.5K- 45.51% |
$72.9K - $91K
|
13.8K
$219K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.2K- 8.14% |
$77K - $96.2K
|
138K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.2K- 11.24% |
$77.1K - $96.3K
|
96.3K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.1K- 36.28% |
$82.8K - $103K
|
23K
$365K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.8K- 21.38% |
$86.9K - $109K
|
50.6K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.8K- 21.38% |
$86.9K - $109K
|
50.6K
$802K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.3K- 4.04% |
$90.7K - $113K
|
340K
$5.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.5K- 37.37% |
$98.2K - $123K
|
26K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.8K- 2.02% |
$100K - $125K
|
768K
$12.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 35.75% |
$111K - $139K
|
31.6K
$500K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.2K- 14.31% |
$115K - $144K
|
109K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-19.8K- 62.08% |
$125K - $156K
|
12.1K
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21.9K- 90.9% |
$138K - $173K
|
2.19K
$34.7K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-22.4K- 10.43% |
$142K - $177K
|
192K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-23.3K- 88.58% |
$147K - $184K
|
3.01K
$47.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.6K- 42.79% |
$155K - $194K
|
32.8K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25K- 5.91% |
$158K - $197K
|
398K
$6.3M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26K- 32.34% |
$164K - $205K
|
54.3K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-26.6K- 26.77% |
$168K - $210K
|
72.8K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-28.2K- 46.4% |
$178K - $222K
|
32.6K
$516K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.7K- 39.89% |
$181K - $226K
|
43.3K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-29.6K- 25.14% |
$187K - $233K
|
88K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-35.9K- 12.45% |
$227K - $283K
|
253K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.7K- 15.32% |
$232K - $290K
|
203K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.5K- 79.55% |
$325K - $406K
|
13.2K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-51.6K- 55.49% |
$326K - $407K
|
41.4K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-52.3K- 13.07% |
$331K - $413K
|
348K
$5.52M
|