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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.15K+ 28.51% |
$87.7K - $143K
|
27.7K
$655K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
6K+ 10.89% |
$85.6K - $140K
|
61.1K
$1.44M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.89KNew |
$84.1K - $137K
|
5.89K
$139K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.88KNew |
$83.8K - $137K
|
5.88K
$139K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.22K+ 111.06% |
$74.5K - $122K
|
9.92K
$235K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$71.4K - $116K
|
5K
$118K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.99KNew |
$71.1K - $116K
|
4.99K
$118K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.5KNew |
$64.2K - $105K
|
4.5K
$106K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.24KNew |
$60.5K - $98.8K
|
4.24K
$100K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.7K+ 48.48% |
$52.8K - $86.1K
|
11.3K
$268K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.51KNew |
$50.1K - $81.7K
|
3.51K
$83K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.5KNew |
$49.9K - $81.5K
|
3.5K
$82.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.31K+ 0.72% |
$47.2K - $77K
|
460K
$10.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.16KNew |
$45.1K - $73.6K
|
3.16K
$74.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
3K+ 1.05% |
$42.8K - $69.9K
|
289K
$6.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2.88K+ 24.57% |
$41.1K - $67.1K
|
14.6K
$345K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.75K+ 13.94% |
$39.2K - $64K
|
22.5K
$531K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.72K+ 18.53% |
$38.8K - $63.4K
|
17.4K
$412K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.62K+ 12.34% |
$37.4K - $61.1K
|
23.9K
$565K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.59K+ 30.49% |
$37K - $60.3K
|
11.1K
$262K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 14.78% |
$36.8K - $60K
|
20K
$473K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.17K+ 4.28% |
$31K - $50.6K
|
52.8K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 6142.86% |
$30.7K - $50.1K
|
2.19K
$51.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.15K+ 215.0% |
$30.7K - $50.1K
|
3.15K
$74.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 10.14% |
$29.9K - $48.8K
|
22.7K
$538K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.06K+ 7.57% |
$29.4K - $48K
|
29.3K
$693K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$28.8K - $47K
|
2.02K
$47.8K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 57.14% |
$28.5K - $46.6K
|
5.5K
$130K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.99K+ 6.51% |
$28.5K - $46.4K
|
32.6K
$772K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 194.08% |
$28.1K - $45.8K
|
2.98K
$70.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.91K+ 10.11% |
$27.2K - $44.5K
|
20.8K
$492K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.79K+ 116.42% |
$25.5K - $41.6K
|
3.32K
$78.6K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.5K+ 150.0% |
$21.4K - $34.9K
|
2.5K
$59.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 163.33% |
$21K - $34.2K
|
2.37K
$56.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 2856.0% |
$20.4K - $33.3K
|
1.48K
$35K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.38KNew |
$19.6K - $32K
|
1.38K
$32.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 8.81% |
$19.3K - $31.4K
|
16.7K
$394K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$18.6K - $30.3K
|
1.3K
$30.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.25K+ 6.79% |
$17.9K - $29.2K
|
19.7K
$466K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.04K+ 81.46% |
$14.9K - $24.2K
|
2.32K
$54.8K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$14.3K - $23.3K
|
1K
$23.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
830New |
$11.8K - $19.3K
|
830
$19.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
759+ 6.25% |
$10.8K - $17.7K
|
12.9K
$305K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
750+ 50.0% |
$10.7K - $17.5K
|
2.25K
$53.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
700New |
$9.99K - $16.3K
|
700
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
625+ 5.32% |
$8.92K - $14.6K
|
12.4K
$293K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
620New |
$8.85K - $14.4K
|
620
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
619New |
$8.83K - $14.4K
|
619
$14.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
600+ 2.02% |
$8.56K - $14K
|
30.3K
$718K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
500+ 5.0% |
$7.14K - $11.6K
|
10.5K
$248K
|