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
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
34
+ 0.11%
$252 - $389
31.5K $499K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
34
+ 0.22%
$252 - $389
15.8K $251K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
31
+ 0.78%
$229 - $355
4.03K $63.8K
Nov 14, 2023 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
25
+ 0.14%
$185 - $286
18.2K $288K
Apr 29, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
25
+ 0.14%
$185 - $286
18.2K $288K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
21
+ 2.66%
$155 - $240
809 $12.8K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
20
New
$148 - $229
20 $317
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
13
+ 0.19%
$96.2 - $149
6.86K $109K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
10
+ 100.0%
$74 - $115
20 $317
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-7
- 0.72%
$51.8 - $80.1
971 $15.4K
Nov 14, 2023 Q3 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-13
- 0.09%
$96.2 - $149
15.1K $239K
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

SELL
 -
-20
- 0.03%
$148 - $229
78.4K $1.24M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-20
- 0.76%
$148 - $229
2.6K $41.1K
Oct 20, 2023 Q3 2023
West Branch Capital LLC

SELL
 -
-30
- 83.33%
$222 - $344
6 $95.1
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-33
- 2.8%
$244 - $378
1.14K $18.1K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

SELL
 -
-50
- 50.0%
$370 - $573
50 $793
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

SELL
 -
-80
- 2.76%
$592 - $916
2.82K $44.7K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

SELL
 -
-86
- 0.51%
$636 - $985
16.8K $267K
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-96
- 0.85%
$710 - $1.1K
11.2K $178K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-100
- 3.85%
$740 - $1.15K
2.5K $39.6K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
SELL
 -
-157
- 0.13%
$1.16K - $1.8K
120K $1.91M
Nov 09, 2023 Q3 2023
Cooper/Haims Advisors, LLC

SELL
 -
-170
- 1.08%
$1.26K - $1.95K
15.5K $246K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-200
- 0.39%
$1.48K - $2.29K
50.6K $801K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

SELL
 -
-225
- 3.09%
$1.67K - $2.58K
7.06K $112K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-243
- 18.24%
$1.8K - $2.78K
1.09K $17.3K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-258
- 0.64%
$1.91K - $2.95K
39.9K $632K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-315
- 0.47%
$2.33K - $3.61K
66.8K $1.06M
Nov 13, 2023 Q3 2023
American International Group, Inc.

New York, NY
SELL
 -
-438
- 5.36%
$3.24K - $5.02K
7.74K $123K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-462
- 3.27%
$3.42K - $5.29K
13.6K $216K
Oct 19, 2023 Q3 2023
Asset Management One Co., Ltd.

SELL
 -
-557
- 8.29%
$4.12K - $6.38K
6.16K $97.7K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-579
- 5.31%
$4.28K - $6.63K
10.3K $164K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-588
- 31.23%
$4.35K - $6.73K
1.3K $20.5K
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-719
- 24.68%
$5.32K - $8.23K
2.19K $34.8K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-883
- 6.47%
$6.53K - $10.1K
12.8K $202K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-970
- 7.12%
$7.18K - $11.1K
12.7K $201K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

SELL
 -
-1K
- 7.65%
$7.4K - $11.5K
12.1K $191K
Nov 03, 2023 Q3 2023
New Square Capital LLC

SELL
 -
-1K
- 16.67%
$7.4K - $11.5K
5K $79.3K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

SELL
 -
-1K
- 4.35%
$7.4K - $11.5K
22K $349K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-1.08K
- 8.1%
$7.96K - $12.3K
12.2K $193K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

SELL
 -
-1.18K
- 7.19%
$8.76K - $13.6K
15.3K $242K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-1.31K
- 5.56%
$9.71K - $15K
22.3K $353K
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

SELL
 -
-1.52K
- 2.65%
$11.3K - $17.4K
56K $887K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-1.55K
- 0.86%
$11.5K - $17.7K
179K $2.84M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.67K
- 3.83%
$12.4K - $19.2K
42K $665K
Nov 14, 2023 Q3 2023
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-1.7K
- 5.94%
$12.6K - $19.5K
26.9K $427K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-1.73K
- 14.71%
$12.8K - $19.8K
10K $159K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.74K
- 13.56%
$12.9K - $19.9K
11.1K $176K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-1.91K
- 92.71%
$14.1K - $21.8K
150 $2.38K

Track Institutional and Insider Activities on SOFI

Follow SoFi Technologies, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SOFI shares.

Notify only if

Insider Trading

Get notified when an So Fi Technologies, Inc. insider buys or sells SOFI shares.

Notify only if

News

Receive news related to SoFi Technologies, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SOFI