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 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
25.1K+ 183.69% |
$166K - $259K
|
38.7K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.9K+ 8.4% |
$165K - $257K
|
322K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
24.5KNew |
$162K - $253K
|
24.5K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$162K - $253K
|
24.5K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.4K+ 76.33% |
$162K - $252K
|
56.4K
$854K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24K+ 83.79% |
$159K - $248K
|
52.7K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
23.9K+ 5.94% |
$158K - $247K
|
427K
$6.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
23.4K+ 24.4% |
$155K - $242K
|
119K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23K+ 7.5% |
$152K - $237K
|
329K
$4.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
22.9K+ 17.1% |
$152K - $236K
|
157K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.6K+ 212.04% |
$149K - $233K
|
33.2K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 43.19% |
$144K - $224K
|
72K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
20.5K+ 1.55% |
$135K - $211K
|
1.34M
$20.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20.4K+ 15.6% |
$135K - $211K
|
151K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
20.3KNew |
$134K - $209K
|
20.3K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
19.5K+ 4.08% |
$129K - $201K
|
498K
$7.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.5K+ 3.66% |
$129K - $201K
|
551K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
19.2KNew |
$127K - $198K
|
19.2K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.8K+ 5.09% |
$125K - $194K
|
388K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18.6K+ 29.9% |
$123K - $192K
|
80.8K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$123K - $192K
|
18.6K
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
18.5KNew |
$122K - $190K
|
18.5K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
17.9K+ 10.09% |
$118K - $184K
|
195K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
17.5K+ 1.72% |
$116K - $181K
|
1.04M
$15.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.3K+ 17.16% |
$114K - $178K
|
118K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17.1K+ 4.58% |
$113K - $176K
|
391K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
16.4K+ 2798.47% |
$109K - $170K
|
17K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.1K+ 7.1% |
$107K - $166K
|
243K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
15.9K+ 56.32% |
$106K - $165K
|
44.3K
$670K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.7KNew |
$104K - $162K
|
15.7K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15.2KNew |
$101K - $157K
|
15.2K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 22.34% |
$98.8K - $154K
|
81.8K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
14.7KNew |
$97.3K - $152K
|
14.7K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.4K+ 7200.0% |
$95.3K - $149K
|
14.6K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.4KNew |
$95.2K - $148K
|
14.4K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14KNew |
$92.6K - $144K
|
14K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.3KNew |
$87.8K - $137K
|
13.3K
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.2KNew |
$87.5K - $136K
|
13.2K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 47.05% |
$86.4K - $135K
|
40.8K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
12.9KNew |
$85.7K - $134K
|
12.9K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$85.6K - $134K
|
12.9K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.9K+ 6.69% |
$85.2K - $133K
|
205K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
12.7KNew |
$84K - $131K
|
12.7K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 21.76% |
$83.9K - $131K
|
70.9K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$81.6K - $127K
|
12.3K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.3K+ 54.07% |
$81.3K - $127K
|
35K
$529K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$73.4K - $114K
|
11.1K
$168K
|