Purchases and Sales Made in Q3 2021 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$38.5K - $51.1K
|
2.8K
$66.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.07K+ 9.87% |
$28.4K - $37.7K
|
23K
$544K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.06KNew |
$28.3K - $37.6K
|
2.06K
$48.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2KNew |
$27.5K - $36.5K
|
2K
$47.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.99K+ 17.28% |
$27.4K - $36.3K
|
13.5K
$319K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.72K+ 17.09% |
$23.6K - $31.3K
|
11.7K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 250.0% |
$22K - $29.2K
|
2.24K
$53K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.55K+ 620.0% |
$21.3K - $28.3K
|
1.8K
$42.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.54K+ 35.48% |
$21.2K - $28.1K
|
5.89K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.54KNew |
$21.2K - $28.1K
|
1.54K
$36.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.35KNew |
$18.6K - $24.6K
|
1.35K
$31.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.28KNew |
$17.6K - $23.3K
|
1.28K
$30.2K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 119.44% |
$14.8K - $19.6K
|
1.98K
$46.7K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.01K+ 5025.0% |
$13.8K - $18.3K
|
1.03K
$24.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$13.8K - $18.3K
|
1K
$23.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1KNew |
$13.8K - $18.3K
|
1K
$23.7K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1KNew |
$13.8K - $18.3K
|
1K
$23.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1K+ 1250.0% |
$13.8K - $18.3K
|
1.08K
$25.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$13.8K - $18.3K
|
1K
$23.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
800+ 3.72% |
$11K - $14.6K
|
22.3K
$528K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
645+ 143.33% |
$8.87K - $11.8K
|
1.1K
$25.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
630New |
$8.66K - $11.5K
|
630
$14.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
619New |
$8.51K - $11.3K
|
619
$14.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
600New |
$8.25K - $11K
|
600
$14.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
600New |
$8.25K - $11K
|
600
$14.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
600+ 24.0% |
$8.25K - $11K
|
3.1K
$73.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
560+ 40.0% |
$7.7K - $10.2K
|
1.96K
$46.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 125.0% |
$6.88K - $9.13K
|
900
$21.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
500New |
$6.88K - $9.13K
|
500
$11.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
500+ 1000.0% |
$6.88K - $9.13K
|
550
$13K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500New |
$6.88K - $9.13K
|
500
$11.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
500+ 100.0% |
$6.88K - $9.13K
|
1K
$23.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
500+ 76.92% |
$6.88K - $9.13K
|
1.15K
$27.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
468New |
$6.44K - $8.54K
|
468
$11.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
400+ 35.24% |
$5.5K - $7.3K
|
1.54K
$36.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
273+ 13.65% |
$3.75K - $4.98K
|
2.27K
$53.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 81.6% |
$2.81K - $3.72K
|
454
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
174New |
$2.39K - $3.18K
|
174
$4.12K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
161New |
$2.21K - $2.94K
|
161
$3.81K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
150New |
$2.06K - $2.74K
|
150
$3.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
110New |
$1.51K - $2.01K
|
110
$2.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
110New |
$1.51K - $2.01K
|
110
$2.6K
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
39New |
$536 - $712
|
39
$922
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30New |
$413 - $548
|
30
$710
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
25New |
$344 - $456
|
25
$591
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25+ 55.56% |
$344 - $456
|
70
$1.66K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
24+ 80.0% |
$330 - $438
|
54
$1.28K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 1.4% |
$193 - $256
|
1.01K
$24K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$55 - $73
|
4
$94.6
|
|
|
Nov 12, 2021
Q3 2021
|
Pathway Capital Management, LP
Irvine, CA |
BUY
|
- |
3+ 0.0% |
$41.3 - $54.8
|
682K
$16.1M
|