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 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-576- 0.49% |
$3.64K - $4.72K
|
116K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-589- 1.94% |
$3.72K - $4.82K
|
29.8K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-620- 86.11% |
$3.92K - $5.08K
|
100
$1.52K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-625- 5.5% |
$3.95K - $5.12K
|
10.7K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-640- 8.38% |
$4.04K - $5.24K
|
7K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-700- 4.16% |
$4.42K - $5.73K
|
16.1K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-715- 17.41% |
$4.52K - $5.86K
|
3.39K
$51.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-721- 0.32% |
$4.56K - $5.9K
|
225K
$3.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-743- 0.23% |
$4.7K - $6.09K
|
325K
$4.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-795- 15.85% |
$5.02K - $6.51K
|
4.22K
$64.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 2.2% |
$5.45K - $7.06K
|
38.3K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-862- 2.74% |
$5.45K - $7.06K
|
30.6K
$465K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-896- 2.65% |
$5.66K - $7.34K
|
32.9K
$499K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-906- 23.09% |
$5.73K - $7.42K
|
3.02K
$45.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-940- 6.66% |
$5.94K - $7.7K
|
13.2K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-946- 7.29% |
$5.98K - $7.75K
|
12K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 7.04% |
$6.32K - $8.19K
|
13.2K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.05K- 72.41% |
$6.64K - $8.6K
|
400
$6.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.1K- 22.0% |
$6.95K - $9.01K
|
3.9K
$59.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 8.02% |
$7.3K - $9.46K
|
13.3K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 3.67% |
$7.55K - $9.78K
|
31.4K
$477K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.45K- 8.68% |
$9.16K - $11.9K
|
15.2K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.51K- 2.58% |
$9.56K - $12.4K
|
57K
$866K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.52K- 1.56% |
$9.61K - $12.4K
|
96K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 5.18% |
$9.73K - $12.6K
|
28.2K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.55K- 8.26% |
$9.78K - $12.7K
|
17.2K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.66K- 84.14% |
$10.5K - $13.6K
|
313
$4.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 14.69% |
$11.1K - $14.4K
|
10.2K
$155K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.85K- 15.26% |
$11.7K - $15.1K
|
10.3K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.03K- 10.75% |
$12.8K - $16.6K
|
16.8K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.12K- 1.1% |
$13.4K - $17.4K
|
190K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.16K- 11.02% |
$13.7K - $17.7K
|
17.4K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.19K- 7.56% |
$13.9K - $18K
|
26.8K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.21K- 51.03% |
$14K - $18.1K
|
2.12K
$32.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.28K- 16.35% |
$14.4K - $18.7K
|
11.7K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.35K- 9.03% |
$14.9K - $19.2K
|
23.7K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.61K- 86.84% |
$16.5K - $21.4K
|
396
$6.02K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.79K- 11.44% |
$17.6K - $22.8K
|
21.6K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.83K- 21.36% |
$17.9K - $23.1K
|
10.4K
$158K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-3K- 20.65% |
$19K - $24.6K
|
11.5K
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3K- 2.07% |
$19K - $24.6K
|
142K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 1.7% |
$21.8K - $28.2K
|
199K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.77K- 6.89% |
$23.8K - $30.8K
|
50.9K
$773K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-3.84K- 10.45% |
$24.3K - $31.4K
|
32.9K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 1.52% |
$24.8K - $32.2K
|
255K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.93K- 27.84% |
$24.8K - $32.2K
|
10.2K
$155K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4K- 10.01% |
$25.3K - $32.8K
|
36K
$546K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4K- 10.1% |
$25.3K - $32.8K
|
35.6K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.23K- 5.29% |
$33.1K - $42.8K
|
93.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.38K- 2.58% |
$34K - $44.1K
|
203K
$3.08M
|