Purchases and Sales Made in Q4 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2022. 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 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 14.01% |
$43.3K - $59.9K
|
61.8K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.3K- 40.39% |
$44.5K - $61.5K
|
15.3K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 19.74% |
$45.9K - $63.6K
|
43.5K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.8K- 3.86% |
$46.5K - $64.3K
|
269K
$6.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11K- 12.49% |
$47.3K - $65.4K
|
77.1K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11K- 25.03% |
$47.3K - $65.5K
|
33K
$779K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-11.2K- 39.89% |
$48.2K - $66.6K
|
16.9K
$399K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.4K- 29.69% |
$48.9K - $67.7K
|
26.9K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.6K- 30.1% |
$58.4K - $80.9K
|
31.6K
$746K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-16K- 50.23% |
$68.8K - $95.2K
|
15.9K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4K- 47.68% |
$74.9K - $104K
|
19.1K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18K- 20.87% |
$77.4K - $107K
|
68.2K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-18.9K- 22.09% |
$81.2K - $112K
|
66.6K
$1.57M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.9K- 7.12% |
$81.5K - $113K
|
247K
$5.84M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-19.9K- 50.8% |
$85.7K - $119K
|
19.3K
$457K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 25.32% |
$86.4K - $120K
|
59.3K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22.6K- 22.4% |
$97.1K - $134K
|
78.2K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.7K- 28.22% |
$97.8K - $135K
|
57.8K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.6K- 47.82% |
$102K - $141K
|
25.8K
$610K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-24.9K- 57.48% |
$107K - $148K
|
18.4K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-25.1K- 10.4% |
$108K - $149K
|
217K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-35.6K- 32.26% |
$153K - $212K
|
74.7K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38.4K- 23.55% |
$165K - $229K
|
125K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-42K- 6.44% |
$180K - $250K
|
610K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-44K- 19.85% |
$189K - $262K
|
178K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-47.1K- 4.0% |
$203K - $280K
|
1.13M
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.7K- 1.58% |
$210K - $290K
|
3.03M
$71.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-53.6K- 30.9% |
$230K - $319K
|
120K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-56K- 3.59% |
$241K - $333K
|
1.51M
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-57K- 7.06% |
$245K - $339K
|
750K
$17.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-59.5K- 63.17% |
$256K - $354K
|
34.7K
$821K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-65.2K- 11.45% |
$280K - $388K
|
504K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.4K- 3.61% |
$281K - $389K
|
1.75M
$41.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-71.1K- 29.64% |
$306K - $423K
|
169K
$3.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-73.4K- 74.58% |
$316K - $437K
|
25K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-73.7K- 87.63% |
$317K - $438K
|
10.4K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-74.3K- 12.58% |
$319K - $442K
|
516K
$12.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-74.4K- 6.71% |
$320K - $443K
|
1.03M
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-75.3K- 71.42% |
$324K - $448K
|
30.1K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-75.9K- 87.64% |
$326K - $452K
|
10.7K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79.7K- 35.56% |
$343K - $474K
|
144K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc LLC
|
SELL
|
- |
-83.8K- 36.46% |
$360K - $498K
|
146K
$3.45M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-84.7K- 5.74% |
$364K - $504K
|
1.39M
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-103K- 74.46% |
$442K - $612K
|
35.3K
$834K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-106K- 93.55% |
$454K - $628K
|
7.28K
$172K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-117K- 23.54% |
$502K - $695K
|
379K
$8.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122K- 35.36% |
$527K - $729K
|
224K
$5.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123K- 86.47% |
$529K - $732K
|
19.3K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-133K- 83.32% |
$570K - $789K
|
26.5K
$628K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-136K- 84.17% |
$586K - $811K
|
25.6K
$606K
|