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 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.1KNew |
$73.2K - $114K
|
11.1K
$171K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11KNew |
$72.8K - $113K
|
11K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.8KNew |
$71.5K - $112K
|
10.8K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.8K+ 208.09% |
$71.2K - $111K
|
15.9K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$71.2K - $111K
|
10.8K
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
10.6K+ 41.33% |
$70.2K - $109K
|
36.3K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.5K+ 26.41% |
$69.7K - $109K
|
50.4K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$69.5K - $108K
|
10.5K
$163K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.4KNew |
$68.7K - $107K
|
10.4K
$161K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.3KNew |
$68.2K - $106K
|
10.3K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.1KNew |
$67K - $104K
|
10.1K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10K+ 99.76% |
$66.2K - $103K
|
20K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.59KNew |
$63.5K - $99K
|
9.59K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.88K+ 18.0% |
$58.8K - $91.6K
|
58.2K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.85K+ 29.18% |
$58.6K - $91.3K
|
39.2K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.52K+ 11.89% |
$56.4K - $87.9K
|
80.2K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.25K+ 3.48% |
$54.6K - $85.2K
|
245K
$3.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.04K+ 40.14% |
$53.2K - $83K
|
28.1K
$435K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.03K+ 18.93% |
$53.1K - $82.8K
|
50.4K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.84K+ 51.89% |
$51.9K - $80.9K
|
23K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.5K+ 48.39% |
$49.7K - $77.4K
|
23K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7K+ 1093.75% |
$46.3K - $72.2K
|
7.64K
$118K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.95K+ 54.92% |
$46K - $71.7K
|
19.6K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.78K+ 8.24% |
$44.9K - $69.9K
|
89K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.45K+ 24.1% |
$42.7K - $66.6K
|
33.2K
$515K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.35K+ 6.83% |
$42K - $65.5K
|
99.4K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.2K+ 14.61% |
$41K - $63.9K
|
48.6K
$753K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$39.6K - $61.8K
|
5.99K
$92.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.94K+ 18.06% |
$39.3K - $61.3K
|
38.8K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
5.81K+ 8.67% |
$38.5K - $60K
|
72.8K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
5.77K+ 6.94% |
$38.2K - $59.5K
|
88.9K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.71K+ 1.76% |
$37.8K - $58.9K
|
330K
$5.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.2K+ 1.42% |
$34.4K - $53.6K
|
370K
$5.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.16K+ 10.84% |
$34.2K - $53.3K
|
52.8K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5KNew |
$33.1K - $51.6K
|
5K
$77.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5KNew |
$33.1K - $51.6K
|
5K
$77.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4.81K+ 8.59% |
$31.8K - $49.6K
|
60.8K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.53K+ 26.48% |
$30K - $46.7K
|
21.6K
$335K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
4.52K+ 11.51% |
$29.9K - $46.7K
|
43.8K
$678K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.5K+ 12.7% |
$29.8K - $46.4K
|
39.9K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.42K+ 17.34% |
$29.3K - $45.6K
|
29.9K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.38KNew |
$29K - $45.2K
|
4.38K
$67.9K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.33K+ 57.06% |
$28.7K - $44.7K
|
11.9K
$185K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.3K+ 30.6% |
$28.5K - $44.4K
|
18.4K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.11K+ 30.98% |
$27.2K - $42.4K
|
17.4K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.05K+ 19.23% |
$26.8K - $41.7K
|
25.1K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4KNew |
$26.5K - $41.3K
|
4K
$62K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.96K+ 22.54% |
$26.2K - $40.9K
|
21.5K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.94KNew |
$26.1K - $40.7K
|
3.94K
$61K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.93K+ 23.37% |
$26K - $40.6K
|
20.8K
$322K
|