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 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.86K- 1.59% |
$52.1K - $81.1K
|
488K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.12K- 0.34% |
$53.7K - $83.8K
|
2.39M
$37M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.2K- 7.4% |
$54.3K - $84.6K
|
103K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.09K- 10.05% |
$60.2K - $93.9K
|
81.4K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-9.57K- 1.38% |
$63.4K - $98.8K
|
685K
$10.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10K- 99.8% |
$66.5K - $104K
|
20
$310
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-10.8K- 9.91% |
$71.6K - $112K
|
98.3K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 22.35% |
$71.8K - $112K
|
37.7K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.5K- 97.87% |
$76.1K - $119K
|
250
$3.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-11.9K- 46.7% |
$79K - $123K
|
13.6K
$211K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.8K- 49.59% |
$91.1K - $142K
|
14K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-14.5K- 43.68% |
$95.7K - $149K
|
18.6K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.6K- 15.74% |
$96.3K - $150K
|
77.9K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 32.69% |
$97.4K - $152K
|
30.3K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15K- 50.0% |
$99.3K - $155K
|
15K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-15.9K- 13.86% |
$105K - $164K
|
98.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.1K- 16.65% |
$106K - $166K
|
80.5K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.5K- 2.16% |
$109K - $170K
|
749K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.9K- 15.11% |
$112K - $174K
|
94.8K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17.3K- 20.55% |
$115K - $179K
|
66.9K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-19.7K- 48.28% |
$130K - $203K
|
21.1K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.5K- 53.83% |
$142K - $222K
|
18.4K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.8K- 51.94% |
$144K - $225K
|
20.2K
$312K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-22K- 9.1% |
$146K - $227K
|
220K
$3.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-24.8K- 15.49% |
$164K - $256K
|
135K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-24.8K- 60.06% |
$164K - $256K
|
16.5K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 7.54% |
$183K - $285K
|
339K
$5.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30K- 42.86% |
$199K - $310K
|
40K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-31K- 98.41% |
$205K - $320K
|
500
$7.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-35.8K- 4.43% |
$237K - $369K
|
773K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-35.9K- 3.6% |
$238K - $370K
|
960K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-36.3K- 61.01% |
$240K - $374K
|
23.2K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-39.4K- 79.92% |
$261K - $406K
|
9.89K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-43K- 20.34% |
$285K - $444K
|
168K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.2K- 4.21% |
$319K - $497K
|
1.1M
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-48.9K- 3.65% |
$324K - $505K
|
1.29M
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.1K- 22.6% |
$358K - $559K
|
185K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-59.5K- 35.11% |
$394K - $614K
|
110K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-59.6K- 7.79% |
$394K - $615K
|
705K
$10.9M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-63K- 88.79% |
$417K - $650K
|
7.95K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-72.4K- 5.93% |
$479K - $747K
|
1.15M
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77K- 2.09% |
$510K - $795K
|
3.6M
$55.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-99.1K- 11.54% |
$656K - $1.02M
|
760K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-123K- 67.62% |
$816K - $1.27M
|
59K
$914K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-131K- 73.54% |
$866K - $1.35M
|
47K
$729K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-145K- 16.7% |
$957K - $1.49M
|
721K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-148K- 19.24% |
$978K - $1.52M
|
620K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-152K- 81.07% |
$1M - $1.57M
|
35.4K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-190K- 9.66% |
$1.26M - $1.96M
|
1.78M
$27.6M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-230K- 89.95% |
$1.52M - $2.37M
|
25.7K
$398K
|