Purchases and Sales Made in Q4 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2023. 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 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
122KNew |
$808K - $1.26M
|
122K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 5.92% |
$779K - $1.21M
|
2.1M
$31.8M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
114K+ 48.54% |
$757K - $1.18M
|
350K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
114K+ 64.64% |
$754K - $1.18M
|
290K
$4.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113K+ 384.25% |
$749K - $1.17M
|
143K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
107KNew |
$712K - $1.11M
|
107K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
107K+ 39.63% |
$710K - $1.11M
|
378K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
106K+ 25.02% |
$702K - $1.09M
|
530K
$8.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$674K - $1.05M
|
102K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
102K+ 112.87% |
$673K - $1.05M
|
192K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
92.9K+ 42.37% |
$615K - $959K
|
312K
$4.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
87.6KNew |
$580K - $904K
|
87.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.9K+ 9.39% |
$562K - $876K
|
989K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
79.1K+ 34.86% |
$524K - $816K
|
306K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
74.3KNew |
$492K - $767K
|
74.3K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
65.2KNew |
$432K - $673K
|
65.2K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
62.9KNew |
$416K - $649K
|
62.9K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
62.5KNew |
$414K - $645K
|
62.5K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
62.5KNew |
$414K - $645K
|
62.5K
$946K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
61.5KNew |
$407K - $635K
|
61.5K
$930K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
60.6K+ 26.12% |
$401K - $625K
|
292K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
60.3KNew |
$399K - $622K
|
60.3K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58.3K+ 14.95% |
$386K - $602K
|
448K
$6.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58.3KNew |
$386K - $601K
|
58.3K
$882K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58K+ 108.48% |
$384K - $599K
|
112K
$1.69M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
56.1KNew |
$372K - $579K
|
56.1K
$849K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
55.6K+ 21.16% |
$368K - $574K
|
318K
$4.82M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
54K+ 86.41% |
$358K - $558K
|
117K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
48.7K+ 70.23% |
$322K - $502K
|
118K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
48.3K+ 7.49% |
$320K - $498K
|
693K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
48K+ 1.29% |
$318K - $495K
|
3.78M
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.4K+ 6.48% |
$307K - $479K
|
763K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.7K+ 140.76% |
$296K - $462K
|
76.5K
$1.16M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
39.4KNew |
$261K - $407K
|
39.4K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
38KNew |
$252K - $392K
|
38K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.8K+ 49.54% |
$244K - $380K
|
111K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.8KNew |
$237K - $369K
|
35.8K
$542K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34K+ 13.06% |
$225K - $351K
|
294K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33.3K+ 140.29% |
$221K - $344K
|
57.1K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
32.6K+ 70841.3% |
$216K - $336K
|
32.6K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.3K+ 12.1% |
$214K - $334K
|
300K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
32KNew |
$212K - $330K
|
32K
$484K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
31.1KNew |
$206K - $320K
|
31.1K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.6K+ 41.71% |
$203K - $316K
|
104K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.4K+ 14.95% |
$195K - $304K
|
226K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
29K+ 20.78% |
$192K - $299K
|
169K
$2.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27.9K+ 3.39% |
$185K - $288K
|
850K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.8K+ 32.54% |
$184K - $286K
|
113K
$1.71M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
25.8K+ 16.73% |
$171K - $266K
|
180K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Once Capital Management, LLC
|
BUY
|
- |
25.2K+ 7.76% |
$167K - $260K
|
350K
$5.3M
|