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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.77K+ 5.26% |
$24.9K - $38.9K
|
75.4K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.52K+ 17.6% |
$23.3K - $36.3K
|
23.5K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.29K+ 1.84% |
$21.8K - $34K
|
182K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.22K+ 2.84% |
$21.3K - $33.2K
|
117K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.16K+ 8.29% |
$20.9K - $32.6K
|
41.3K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.14K+ 10.94% |
$20.8K - $32.4K
|
31.8K
$493K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3.1K+ 0.35% |
$20.5K - $32K
|
885K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.06K+ 13.91% |
$20.3K - $31.6K
|
25.1K
$388K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.04K+ 9.63% |
$20.1K - $31.4K
|
34.7K
$537K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.03K+ 5.25% |
$20K - $31.2K
|
60.7K
$940K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.95K+ 7.07% |
$19.5K - $30.4K
|
44.7K
$692K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.9K+ 40.14% |
$19.2K - $29.9K
|
10.1K
$157K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.9K+ 15.18% |
$19.2K - $29.9K
|
22K
$341K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.73KNew |
$18.1K - $28.2K
|
2.73K
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.59K+ 3.82% |
$17.1K - $26.7K
|
70.3K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.5K+ 6.24% |
$16.6K - $25.8K
|
42.6K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.46KNew |
$16.3K - $25.3K
|
2.46K
$38K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 1.35% |
$15.8K - $24.6K
|
179K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 22.85% |
$15.6K - $24.4K
|
12.7K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.3K+ 13.27% |
$15.3K - $23.8K
|
19.7K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.26K+ 8.36% |
$14.9K - $23.3K
|
29.3K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.2K+ 22.0% |
$14.6K - $22.7K
|
12.2K
$189K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.05KNew |
$13.6K - $21.1K
|
2.05K
$31.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2K+ 66.67% |
$13.2K - $20.6K
|
5K
$77.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2KNew |
$13.2K - $20.6K
|
2K
$31K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97K+ 4.49% |
$13.1K - $20.4K
|
46K
$712K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92KNew |
$12.7K - $19.8K
|
1.92K
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.7K+ 1.08% |
$11.3K - $17.5K
|
159K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.65KNew |
$10.9K - $17K
|
1.65K
$25.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55K+ 5.5% |
$10.2K - $16K
|
29.7K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.53K+ 4.5% |
$10.1K - $15.7K
|
35.4K
$549K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.51K+ 0.4% |
$9.98K - $15.6K
|
377K
$5.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5K+ 93.75% |
$9.93K - $15.5K
|
3.1K
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 2.33% |
$9.92K - $15.5K
|
65.8K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.41K+ 13.24% |
$9.34K - $14.6K
|
12.1K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$8.88K - $13.8K
|
1.34K
$20.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.28K+ 49.19% |
$8.45K - $13.2K
|
3.87K
$60K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.24KNew |
$8.18K - $12.7K
|
1.24K
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$7.82K - $12.2K
|
1.18K
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 1.19% |
$7.39K - $11.5K
|
95K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$7.28K - $11.4K
|
1.1K
$17K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 2.17% |
$7.26K - $11.3K
|
51.8K
$802K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05KNew |
$6.95K - $10.8K
|
1.05K
$16.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.05KNew |
$6.95K - $10.8K
|
1.05K
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.04K+ 3.39% |
$6.86K - $10.7K
|
31.6K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03K+ 12.08% |
$6.85K - $10.7K
|
9.6K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 4.04% |
$6.82K - $10.6K
|
26.5K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 9.82% |
$6.62K - $10.3K
|
11.2K
$173K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 12.94% |
$6.62K - $10.3K
|
8.73K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1K+ 0.91% |
$6.62K - $10.3K
|
111K
$1.73M
|