Purchases and Sales Made in Q3 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2024. 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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28K+ 26.1% |
$177K - $229K
|
135K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
26.8K+ 5.91% |
$169K - $219K
|
479K
$7.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
25.6KNew |
$161K - $209K
|
25.6K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.4K+ 34.6% |
$160K - $208K
|
98.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.2KNew |
$159K - $206K
|
25.2K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
24.1K+ 147.7% |
$152K - $197K
|
40.4K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23.9KNew |
$151K - $195K
|
23.9K
$362K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
23.8K+ 5.42% |
$150K - $195K
|
462K
$7.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.2K+ 1059.99% |
$147K - $190K
|
25.4K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$144K - $187K
|
22.8K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.4K+ 13.22% |
$142K - $184K
|
192K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 57.27% |
$131K - $170K
|
57K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.2K+ 4.0% |
$128K - $165K
|
525K
$7.98M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 22.1% |
$127K - $164K
|
111K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.8K+ 1.91% |
$125K - $162K
|
1.06M
$16.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$123K - $159K
|
19.5K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$120K - $156K
|
19K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.4KNew |
$116K - $150K
|
18.4K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2KNew |
$115K - $149K
|
18.2K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.8K+ 33.56% |
$112K - $146K
|
70.7K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.6K+ 220.7% |
$111K - $144K
|
25.6K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 20.21% |
$111K - $143K
|
104K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
17.4KNew |
$110K - $143K
|
17.4K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4KNew |
$110K - $143K
|
17.4K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.1KNew |
$108K - $140K
|
17.1K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$107K - $139K
|
17K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.5K+ 1.69% |
$104K - $135K
|
996K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.3K+ 41.94% |
$103K - $134K
|
55.3K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.1K+ 13.61% |
$102K - $132K
|
134K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 2.51% |
$98K - $127K
|
634K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3K+ 79.83% |
$96.7K - $125K
|
34.5K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.1KNew |
$95.5K - $124K
|
15.1K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
15KNew |
$94.6K - $123K
|
15K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
14.8KNew |
$93.7K - $121K
|
14.8K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 16.54% |
$93.5K - $121K
|
104K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.6K+ 24.14% |
$92.5K - $120K
|
75.3K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$89.6K - $116K
|
14.2K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.9K+ 6.33% |
$88K - $114K
|
234K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
13.9KNew |
$87.7K - $114K
|
13.9K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$85.3K - $111K
|
32.6K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 5.15% |
$84.7K - $110K
|
274K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 13.11% |
$84.4K - $109K
|
115K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
12.6KNew |
$79.8K - $103K
|
12.6K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.6KNew |
$79.7K - $103K
|
12.6K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$78K - $101K
|
12.3K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.2KNew |
$77K - $99.8K
|
12.2K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$75.8K - $98.3K
|
12K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11.9KNew |
$75K - $97.2K
|
11.9K
$180K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8KNew |
$74.7K - $96.9K
|
11.8K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.3K+ 4.29% |
$71.1K - $92.2K
|
274K
$4.15M
|