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 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2K- 12.61% |
$14.8K - $22.9K
|
13.9K
$229K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2K- 11.65% |
$14.8K - $22.9K
|
15.2K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.18K- 8.14% |
$16.1K - $24.9K
|
24.6K
$405K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.28K- 14.63% |
$16.8K - $26K
|
13.3K
$219K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.35K- 10.51% |
$17.4K - $26.9K
|
20K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.38K- 13.15% |
$17.6K - $27.3K
|
15.7K
$259K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.7K- 7.06% |
$20K - $30.9K
|
35.5K
$586K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.76K- 5.3% |
$20.4K - $31.6K
|
49.3K
$813K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.09K- 1.62% |
$22.9K - $35.4K
|
187K
$3.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.15K- 5.5% |
$23.3K - $36.1K
|
54.1K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.13K- 1.26% |
$30.6K - $47.3K
|
324K
$5.35M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.5K- 10.1% |
$33.3K - $51.5K
|
40.1K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.78K- 7.58% |
$35.4K - $54.7K
|
58.3K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-4.8K- 32.01% |
$35.5K - $54.9K
|
10.2K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.85K- 7.02% |
$35.9K - $55.5K
|
64.3K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5.02K- 14.9% |
$37.2K - $57.5K
|
28.7K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.56K- 1.48% |
$41.1K - $63.6K
|
369K
$6.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.1K- 14.07% |
$45.1K - $69.8K
|
37.2K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-6.35K- 19.94% |
$47K - $72.7K
|
25.5K
$421K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.5K- 12.01% |
$48.1K - $74.4K
|
47.6K
$786K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-7.23K- 17.58% |
$53.5K - $82.7K
|
33.9K
$559K
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-7.39K- 18.56% |
$54.7K - $84.6K
|
32.4K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-7.66K- 19.9% |
$56.7K - $87.7K
|
30.8K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.8K- 24.72% |
$57.7K - $89.3K
|
23.8K
$392K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-8.33K- 11.05% |
$61.6K - $95.4K
|
67K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-8.57K- 24.57% |
$63.4K - $98.2K
|
26.3K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.92K- 15.31% |
$66K - $102K
|
49.3K
$814K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.53K- 6.97% |
$70.5K - $109K
|
127K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.82K- 16.35% |
$72.7K - $112K
|
50.3K
$829K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-9.89K- 20.6% |
$73.2K - $113K
|
38.1K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10K- 25.0% |
$74K - $115K
|
30K
$495K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-10.5K- 11.26% |
$78K - $121K
|
83.1K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.7K- 20.5% |
$78.8K - $122K
|
41.3K
$682K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 49.62% |
$79.6K - $123K
|
10.9K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11.1K- 21.7% |
$82.1K - $127K
|
40.1K
$661K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 2.26% |
$82.4K - $128K
|
481K
$7.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 9.53% |
$90.7K - $140K
|
116K
$1.92M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.9K- 46.43% |
$95.6K - $148K
|
14.9K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-14K- 55.3% |
$103K - $160K
|
11.3K
$186K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15.3K- 5.49% |
$113K - $175K
|
263K
$4.34M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.8KClosed |
$117K - $181K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-15.8K- 98.75% |
$117K - $181K
|
200
$3.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 15.55% |
$123K - $190K
|
90.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 9.42% |
$123K - $191K
|
160K
$2.64M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.3K- 85.26% |
$128K - $198K
|
2.99K
$49.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-18.9K- 91.97% |
$139K - $216K
|
1.65K
$27.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.5K- 32.78% |
$144K - $223K
|
39.9K
$658K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-19.5K- 97.5% |
$144K - $223K
|
500
$8.25K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.8K- 2.0% |
$154K - $239K
|
1.02M
$16.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21K- 1.8% |
$156K - $241K
|
1.15M
$18.9M
|