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 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.55KNew |
$22.4K - $29.1K
|
3.55K
$53.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.44K+ 29.28% |
$21.7K - $28.2K
|
15.2K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.41KNew |
$21.6K - $27.9K
|
3.41K
$51.6K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.32K+ 3.94% |
$21K - $27.2K
|
87.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32K+ 11.94% |
$21K - $27.2K
|
31.1K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.2KNew |
$20.2K - $26.2K
|
3.2K
$48.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.13K+ 1.23% |
$19.8K - $25.6K
|
258K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.12K+ 70.21% |
$19.7K - $25.6K
|
7.57K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.08K+ 7.26% |
$19.5K - $25.2K
|
45.5K
$688K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.05K+ 12.89% |
$19.3K - $25K
|
26.7K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.99K+ 5.05% |
$18.9K - $24.4K
|
62.1K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.98K+ 3.31% |
$18.8K - $24.4K
|
92.9K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.81K+ 1192.37% |
$17.8K - $23K
|
3.05K
$46.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.6K+ 8.4% |
$16.4K - $21.3K
|
33.5K
$507K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.33K+ 5.39% |
$14.7K - $19.1K
|
45.6K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.31K+ 219.62% |
$14.6K - $18.9K
|
3.36K
$50.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 956.9% |
$14.5K - $18.7K
|
2.53K
$38.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.1KNew |
$13.2K - $17.2K
|
2.1K
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 1.95% |
$12.7K - $16.4K
|
105K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.98K+ 58.02% |
$12.5K - $16.2K
|
5.38K
$81.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.95K+ 4.96% |
$12.3K - $16K
|
41.3K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 30.45% |
$12.1K - $15.7K
|
8.21K
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.9K+ 1.64% |
$12K - $15.6K
|
118K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.88K+ 3.38% |
$11.9K - $15.4K
|
57.5K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.84K+ 0.41% |
$11.6K - $15.1K
|
450K
$6.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81KNew |
$11.4K - $14.8K
|
1.81K
$27.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.75KNew |
$11.1K - $14.3K
|
1.75K
$26.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.61K+ 1.44% |
$10.2K - $13.2K
|
113K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.59K+ 6.37% |
$10K - $13K
|
26.5K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.59K+ 1.15% |
$10K - $13K
|
139K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.59K+ 2.9% |
$10K - $13K
|
56.4K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.57K+ 4.65% |
$9.89K - $12.8K
|
35.2K
$532K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$9.82K - $12.7K
|
1.55K
$23.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.55K+ 7.47% |
$9.81K - $12.7K
|
22.3K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.5K+ 5.54% |
$9.48K - $12.3K
|
28.6K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.5KNew |
$9.48K - $12.3K
|
1.5K
$22.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.5KNew |
$9.48K - $12.3K
|
1.5K
$22.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 4.83% |
$9.16K - $11.9K
|
31.5K
$476K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 8.93% |
$8.89K - $11.5K
|
17.2K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.34K+ 6.55% |
$8.44K - $10.9K
|
21.7K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.32K+ 1.04% |
$8.34K - $10.8K
|
129K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 2.47% |
$8.23K - $10.7K
|
54.1K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.23KNew |
$7.75K - $10K
|
1.23K
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 11.35% |
$7.75K - $10K
|
12K
$182K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.21K+ 873.19% |
$7.62K - $9.87K
|
1.34K
$20.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$7.58K - $9.83K
|
1.2K
$18.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.19KNew |
$7.55K - $9.78K
|
1.19K
$18.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.12KNew |
$7.08K - $9.17K
|
1.12K
$16.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08K+ 12.72% |
$6.83K - $8.85K
|
9.58K
$145K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 3.34% |
$6.66K - $8.63K
|
32.6K
$493K
|