Purchases and Sales Made in Q4 2021 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30.9KNew |
$441K - $719K
|
30.9K
$730K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
30.9KNew |
$441K - $719K
|
30.9K
$730K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
30.8K+ 29.29% |
$439K - $717K
|
136K
$3.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
30.5KNew |
$436K - $711K
|
30.5K
$722K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
30.4KNew |
$433K - $707K
|
30.4K
$718K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
30.1KNew |
$430K - $702K
|
30.1K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30K+ 134.53% |
$428K - $699K
|
52.3K
$1.24M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
30KNew |
$428K - $699K
|
30K
$710K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.6KNew |
$423K - $690K
|
29.6K
$701K
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
29.4KNew |
$419K - $685K
|
29.4K
$695K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
29KNew |
$414K - $676K
|
29K
$686K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
29KNew |
$414K - $675K
|
29K
$686K
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
28.9K+ 169.74% |
$412K - $673K
|
45.9K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
28.5K+ 13.71% |
$407K - $664K
|
236K
$5.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 68.67% |
$401K - $655K
|
69K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.2KNew |
$387K - $632K
|
27.2K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.8KNew |
$382K - $624K
|
26.8K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.6K+ 53.7% |
$379K - $618K
|
76K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.2KNew |
$374K - $610K
|
26.2K
$619K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.9KNew |
$370K - $604K
|
25.9K
$614K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 109.92% |
$369K - $602K
|
49.4K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
25.5K+ 819.37% |
$365K - $595K
|
28.7K
$678K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.4K+ 104.64% |
$362K - $591K
|
49.6K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
25.2KNew |
$359K - $586K
|
25.2K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
25K+ 238.1% |
$357K - $582K
|
35.5K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
25KNew |
$357K - $582K
|
25K
$591K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.8K+ 76.87% |
$354K - $578K
|
57.1K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
24.8KNew |
$354K - $578K
|
24.8K
$587K
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24.2KNew |
$345K - $563K
|
24.2K
$572K
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24.2KNew |
$345K - $563K
|
24.2K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24KNew |
$342K - $559K
|
24K
$567K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
22.7KNew |
$324K - $528K
|
22.7K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
22.6KNew |
$322K - $526K
|
22.6K
$534K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
22.5KNew |
$321K - $524K
|
22.5K
$532K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
21.8KNew |
$311K - $508K
|
21.8K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.8K+ 89.88% |
$311K - $508K
|
46K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
21.8KNew |
$311K - $507K
|
21.8K
$515K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.5K+ 52.84% |
$307K - $501K
|
62.3K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 114.35% |
$301K - $492K
|
39.6K
$936K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
20.9KNew |
$298K - $486K
|
20.9K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
20.7KNew |
$295K - $482K
|
20.7K
$489K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
20.4K+ 58.73% |
$291K - $475K
|
55.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$285K - $466K
|
20K
$473K
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
BUY
|
- |
20KNew |
$285K - $466K
|
20K
$473K
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
19.9KNew |
$284K - $463K
|
19.9K
$470K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.9K+ 21.01% |
$283K - $462K
|
114K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
19.8KNew |
$283K - $461K
|
19.8K
$468K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
19.8KNew |
$282K - $460K
|
19.8K
$467K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$282K - $460K
|
19.8K
$467K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
19.5K+ 46.96% |
$278K - $455K
|
61.1K
$1.44M
|