Purchases and Sales Made in Q3 2023 in So Fi Technologies, Inc. (SOFI)

SOFI Quotes by TradingView

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 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
21.2K
New
$157K - $242K
21.2K $349K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
20.6K
+ 2.96%
$152K - $235K
716K $11.8M
Oct 19, 2023 Q3 2023
Handelsbanken Fonder Ab

BUY
 -
20.5K
+ 18.08%
$152K - $235K
134K $2.21M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
20.4K
+ 10.43%
$151K - $233K
216K $3.56M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
20K
+ 22.12%
$148K - $229K
110K $1.82M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
20K
New
$148K - $229K
20K $330K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
19.8K
+ 21.51%
$146K - $226K
112K $1.84M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
19.7K
+ 2.92%
$146K - $226K
695K $11.5M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
19.7K
+ 1487.32%
$146K - $226K
21K $347K
Nov 01, 2023 Q3 2023
Axim Planning & Wealth

Dayton, OH
BUY
 -
19.1K
New
$141K - $219K
19.1K $315K
Nov 13, 2023 Q3 2023
Allen Investment Management LLC

BUY
 -
18.4K
New
$136K - $211K
18.4K $304K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
17.8K
+ 115.14%
$132K - $204K
33.3K $549K
Nov 06, 2023 Q3 2023
Arizona State Retirement System

BUY
 -
17.4K
+ 7.31%
$129K - $199K
255K $4.21M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
17.1K
New
$127K - $196K
17.1K $282K
Nov 02, 2023 Q3 2023
California Public Employees Retirement System

Sacramento, CA
BUY
 -
17K
+ 1.28%
$126K - $194K
1.34M $22.1M
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
16.9K
+ 14.86%
$125K - $194K
131K $2.16M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
16.7K
+ 144.05%
$124K - $191K
28.3K $467K
Feb 15, 2024 Q3 2023
Kbc Group Nv

BUY
 -
16.4K
+ 2798.47%
$122K - $188K
17K $281K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
15.8K
New
$117K - $180K
15.8K $260K
Oct 26, 2023 Q3 2023
Joule Financial, LLC

BUY
 -
15.7K
New
$116K - $179K
15.7K $258K
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
15.5K
New
$115K - $177K
15.5K $256K
Oct 26, 2023 Q3 2023
Mainstay Capital Management LLC

BUY
 -
14.1K
New
$104K - $161K
14.1K $232K
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
13.2K
New
$97.3K - $151K
13.2K $217K
Nov 14, 2023 Q3 2023
Wellington Management Group LLP

Boston, MA
BUY
 -
13.1K
+ 25.82%
$97K - $150K
63.9K $1.05M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13.1K
+ 21.69%
$96.9K - $150K
73.5K $1.21M
Oct 30, 2023 Q3 2023
Qcm Cayman, Ltd.

BUY
 -
12.8K
New
$94.6K - $146K
12.8K $211K
Nov 06, 2023 Q3 2023
Victory Capital Management Inc

BUY
 -
12.7K
+ 15.29%
$94.3K - $146K
96.1K $1.58M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
11.8K
New
$87K - $135K
11.8K $194K
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
11.7K
+ 84.89%
$86.8K - $134K
25.6K $422K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
11.7K
New
$86.5K - $134K
11.7K $193K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
11.4K
+ 13.98%
$84.4K - $131K
93K $1.53M
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

BUY
 -
11.3K
New
$84K - $130K
11.3K $187K
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
11.2K
New
$82.9K - $128K
11.2K $185K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
10.7K
New
$78.9K - $122K
10.7K $176K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
10.6K
New
$78.7K - $122K
10.6K $176K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
10.2K
New
$75.7K - $117K
10.2K $169K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
10.2K
+ 17.75%
$75.6K - $117K
67.7K $1.12M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
10.1K
+ 60.66%
$74.8K - $116K
26.8K $442K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10K
+ 45.75%
$74.3K - $115K
32K $528K
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
10K
+ 202.28%
$74.1K - $115K
15K $247K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
10K
New
$74K - $115K
10K $165K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
9.96K
+ 9958.0%
$73.7K - $114K
10.1K $166K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
9.6K
New
$71K - $110K
9.6K $158K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
9.33K
+ 41.9%
$69.1K - $107K
31.6K $522K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
9.25K
+ 43.88%
$68.4K - $106K
30.3K $500K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
9.06K
+ 82.66%
$67.1K - $104K
20K $330K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
8.95K
+ 144.95%
$66.2K - $102K
15.1K $249K
Nov 14, 2023 Q3 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
8.85K
+ 78.69%
$65.5K - $101K
20.1K $331K
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

BUY
 -
8.64K
New
$63.9K - $98.9K
8.64K $143K

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