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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
11.2KNew |
$70.5K - $91.4K
|
11.2K
$169K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$70.1K - $90.8K
|
11.1K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 2.13% |
$69.9K - $90.6K
|
531K
$8.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$68.6K - $88.9K
|
10.9K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$68.5K - $88.8K
|
10.8K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10.6KNew |
$66.9K - $86.6K
|
10.6K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$66K - $85.6K
|
10.5K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3K+ 5.46% |
$65.3K - $84.7K
|
200K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.2K+ 21.68% |
$64.6K - $83.7K
|
57.4K
$871K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 82.41% |
$63.3K - $82K
|
22.2K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10K+ 13698.63% |
$63.2K - $81.9K
|
10.1K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8.51KNew |
$53.8K - $69.7K
|
8.51K
$129K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.32K+ 21.74% |
$52.6K - $68.2K
|
46.6K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
8.22K+ 2.92% |
$51.9K - $67.3K
|
289K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.01K+ 14.64% |
$50.6K - $65.6K
|
62.7K
$952K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.93K+ 3.56% |
$50.1K - $64.9K
|
231K
$3.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.87K+ 11.12% |
$49.8K - $64.5K
|
78.7K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.69KNew |
$48.6K - $63K
|
7.69K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.58K+ 75.61% |
$47.9K - $62.1K
|
17.6K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.26K+ 22.09% |
$45.9K - $59.4K
|
40.1K
$609K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.22K+ 441.98% |
$45.6K - $59.1K
|
8.86K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 1.58% |
$43.4K - $56.2K
|
442K
$6.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.72K+ 30.41% |
$42.5K - $55K
|
28.8K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.36K+ 1.68% |
$40.2K - $52.1K
|
385K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 0.72% |
$39.9K - $51.7K
|
888K
$13.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.31K+ 11.63% |
$39.8K - $51.6K
|
60.5K
$919K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.14KNew |
$38.8K - $50.3K
|
6.14K
$93.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
6.1K+ 58.72% |
$38.5K - $49.9K
|
16.5K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6KNew |
$37.9K - $49.1K
|
6K
$91.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6K+ 53.98% |
$37.9K - $49.1K
|
17.1K
$260K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.78K+ 13.03% |
$36.5K - $47.3K
|
50.1K
$761K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.65K+ 29.98% |
$35.7K - $46.3K
|
24.5K
$372K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.5K+ 67.93% |
$34.8K - $45.1K
|
13.6K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.43K+ 0.42% |
$34.3K - $44.5K
|
1.3M
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.18K+ 5.03% |
$32.7K - $42.4K
|
108K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5K+ 5.69% |
$31.6K - $41K
|
92.8K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5K+ 7.26% |
$31.6K - $40.9K
|
73.8K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.95KNew |
$31.3K - $40.5K
|
4.95K
$75.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.7K+ 134.65% |
$29.7K - $38.5K
|
8.19K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.64KNew |
$29.3K - $38K
|
4.64K
$70.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.59K+ 45.06% |
$29K - $37.6K
|
14.8K
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.5K+ 42.86% |
$28.4K - $36.9K
|
15K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.49K+ 17.19% |
$28.4K - $36.7K
|
30.6K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.27K+ 6.43% |
$27K - $34.9K
|
70.6K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.13K+ 1.57% |
$26.1K - $33.8K
|
268K
$4.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.06K+ 11.51% |
$25.7K - $33.3K
|
39.4K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4KNew |
$25.3K - $32.8K
|
4K
$60.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4K+ 5.88% |
$25.3K - $32.8K
|
72K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$23K - $29.8K
|
3.64K
$55.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.63K+ 19.5% |
$23K - $29.8K
|
22.3K
$338K
|