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 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-518- 0.66% |
$3.43K - $5.35K
|
77.6K
$1.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-525- 3.81% |
$3.48K - $5.42K
|
13.3K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-568- 5.42% |
$3.76K - $5.86K
|
9.91K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-600- 37.5% |
$3.97K - $6.19K
|
1K
$15.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-622- 3.13% |
$4.12K - $6.42K
|
19.3K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-645- 31.46% |
$4.27K - $6.66K
|
1.41K
$21.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-700- 1.29% |
$4.63K - $7.22K
|
53.4K
$809K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-705- 7.34% |
$4.67K - $7.28K
|
8.89K
$135K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-744- 33.91% |
$4.93K - $7.68K
|
1.45K
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-750- 4.89% |
$4.97K - $7.74K
|
14.6K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-780- 6.46% |
$5.16K - $8.05K
|
11.3K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-806- 1.21% |
$5.34K - $8.32K
|
65.7K
$993K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-846- 62.53% |
$5.6K - $8.73K
|
507
$7.67K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1K- 5.83% |
$6.62K - $10.3K
|
16.2K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 3.36% |
$7.1K - $11.1K
|
30.9K
$467K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 2.64% |
$8.03K - $12.5K
|
44.8K
$678K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.25K- 10.82% |
$8.28K - $12.9K
|
10.3K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.32K- 6.45% |
$8.76K - $13.7K
|
19.2K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.4K- 48.28% |
$9.27K - $14.4K
|
1.5K
$22.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.47K- 93.63% |
$9.73K - $15.2K
|
100
$1.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.51K- 36.04% |
$9.98K - $15.6K
|
2.68K
$40.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 15.85% |
$10.2K - $15.9K
|
8.21K
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.77K- 7.83% |
$11.7K - $18.2K
|
20.8K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.89K- 2.38% |
$12.5K - $19.5K
|
77.3K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.9K- 12.26% |
$12.6K - $19.6K
|
13.6K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.96K- 84.75% |
$13K - $20.2K
|
353
$5.34K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2K- 4.49% |
$13.2K - $20.6K
|
42.6K
$644K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2K- 9.88% |
$13.2K - $20.6K
|
18.3K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2K- 3.28% |
$13.2K - $20.7K
|
59K
$892K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.15K- 6.24% |
$14.2K - $22.2K
|
32.3K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.44K- 3.84% |
$16.2K - $25.2K
|
61.1K
$925K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.75K- 1.54% |
$18.2K - $28.4K
|
176K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.76K- 1.08% |
$18.3K - $28.5K
|
252K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.78K- 17.45% |
$18.4K - $28.6K
|
13.1K
$199K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3K- 1.54% |
$19.8K - $30.9K
|
192K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.17K- 6.42% |
$21K - $32.7K
|
46.1K
$698K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 14.06% |
$22.1K - $34.5K
|
20.4K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.35K- 15.26% |
$22.2K - $34.6K
|
18.6K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.51K- 11.62% |
$23.2K - $36.2K
|
26.7K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 0.85% |
$25.9K - $40.3K
|
453K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.97K- 2.31% |
$26.2K - $40.9K
|
168K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.43K- 3.67% |
$29.3K - $45.7K
|
116K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 10.29% |
$32.4K - $50.6K
|
42.7K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Riverwood Capital Management Ltd.
|
SELL
|
- |
-5.36K- 25.0% |
$35.5K - $55.3K
|
16.1K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.84K- 1.05% |
$38.7K - $60.3K
|
550K
$8.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.98K- 16.06% |
$39.6K - $61.7K
|
31.3K
$473K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.19K- 35.62% |
$41K - $63.9K
|
11.2K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.19K- 35.62% |
$41K - $63.9K
|
11.2K
$169K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.49K- 5.1% |
$43K - $67K
|
121K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.1K- 5.13% |
$47K - $73.3K
|
131K
$1.99M
|