Purchases and Sales Made in Q3 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
106KNew |
$784K - $1.21M
|
106K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
93.7K+ 17.01% |
$694K - $1.07M
|
645K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
91.7K+ 191.64% |
$679K - $1.05M
|
140K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.9K+ 13.38% |
$621K - $961K
|
711K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
80.2K+ 61.06% |
$593K - $918K
|
212K
$3.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
78.7K+ 83.57% |
$582K - $901K
|
173K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
74.6K+ 10.17% |
$552K - $854K
|
809K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.8K+ 25.21% |
$546K - $845K
|
366K
$5.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
70.9K+ 9.0% |
$525K - $812K
|
859K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
70KNew |
$518K - $802K
|
70K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
65.3KNew |
$484K - $748K
|
65.3K
$1.04M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
64.8K+ 17.54% |
$480K - $742K
|
434K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
62.5K+ 8.23% |
$463K - $716K
|
822K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
59.4KNew |
$440K - $681K
|
59.4K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
59.4K+ 17.97% |
$440K - $680K
|
390K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.9K+ 143.51% |
$421K - $652K
|
96.6K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
56.1K+ 273.96% |
$415K - $642K
|
76.5K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
55.2KNew |
$408K - $632K
|
55.2K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.5KNew |
$396K - $613K
|
53.5K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
50.7KNew |
$375K - $580K
|
50.7K
$803K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
50.2K+ 118.58% |
$371K - $574K
|
92.5K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
49.6K+ 11.46% |
$367K - $567K
|
482K
$7.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
48.6KNew |
$360K - $556K
|
48.6K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
47.4K+ 136.14% |
$351K - $543K
|
82.3K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
46K+ 179.08% |
$340K - $526K
|
71.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
45.6K+ 62.15% |
$338K - $522K
|
119K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
45KNew |
$333K - $515K
|
45K
$713K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
44.9KNew |
$332K - $514K
|
44.9K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
44.9KNew |
$332K - $514K
|
44.9K
$711K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
43.9KNew |
$324K - $502K
|
43.9K
$695K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42.4KNew |
$314K - $486K
|
42.4K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 4.92% |
$314K - $486K
|
904K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
42.4K+ 38.71% |
$314K - $485K
|
152K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
41.5KNew |
$307K - $475K
|
41.5K
$658K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
41.4KNew |
$306K - $474K
|
41.4K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
41.2K+ 353.77% |
$305K - $471K
|
52.8K
$837K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
40.3K+ 452.29% |
$298K - $462K
|
49.3K
$781K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.3K+ 15.15% |
$298K - $461K
|
306K
$4.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
40K+ 29.22% |
$296K - $458K
|
177K
$2.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.8K+ 72.16% |
$265K - $409K
|
85.3K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.9K+ 79.23% |
$243K - $376K
|
74.3K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
31K+ 6200.0% |
$229K - $355K
|
31.5K
$499K
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
30.5KNew |
$226K - $349K
|
30.5K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
29.3K+ 30.01% |
$217K - $335K
|
127K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.1K+ 3.36% |
$208K - $322K
|
866K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
26.9K+ 193.53% |
$199K - $308K
|
40.8K
$647K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
24K+ 15.73% |
$177K - $274K
|
176K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
23.9KNew |
$177K - $274K
|
23.9K
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.8KNew |
$176K - $272K
|
23.8K
$377K
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
22KNew |
$162K - $251K
|
22K
$348K
|