Purchases and Sales Made in Q4 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2024. 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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20.2K- 43.1% |
$154K - $342K
|
26.7K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8K- 36.24% |
$166K - $368K
|
38.3K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-21.9K- 44.92% |
$167K - $369K
|
26.8K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.5K- 1.38% |
$171K - $379K
|
1.6M
$25.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.6K- 55.86% |
$172K - $381K
|
17.9K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23.1K- 24.89% |
$176K - $390K
|
69.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6K- 35.16% |
$180K - $399K
|
43.6K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25K- 26.04% |
$191K - $422K
|
71K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-25K- 38.46% |
$191K - $422K
|
40K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-25K- 4.39% |
$191K - $422K
|
544K
$8.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-27.5K- 34.98% |
$210K - $465K
|
51.2K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.6K- 33.6% |
$241K - $534K
|
62.5K
$991K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-31.8K- 7.19% |
$242K - $536K
|
410K
$6.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-33K- 60.9% |
$252K - $558K
|
21.2K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-34.6K- 1.18% |
$264K - $585K
|
2.91M
$46.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-34.7K- 13.01% |
$265K - $585K
|
232K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-40.2K- 28.87% |
$307K - $678K
|
99K
$1.57M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-42.2K- 3.92% |
$322K - $713K
|
1.03M
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-43.3K- 59.32% |
$330K - $731K
|
29.7K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 8.88% |
$332K - $734K
|
446K
$7.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-43.9K- 22.79% |
$335K - $741K
|
149K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.9K- 53.14% |
$343K - $758K
|
39.6K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-47.8K- 40.51% |
$365K - $807K
|
70.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-48.2K- 18.0% |
$368K - $814K
|
220K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Prentice Capital Management, LP
Greenwich, CT |
SELL
|
- |
-50.5K- 20.2% |
$386K - $853K
|
200K
$3.16M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51.9K- 68.94% |
$396K - $876K
|
23.4K
$371K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-55.2K- 30.76% |
$421K - $932K
|
124K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55.8K- 98.94% |
$425K - $941K
|
600
$9.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56.8K- 1.37% |
$433K - $959K
|
4.08M
$64.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-57.5K- 22.3% |
$439K - $970K
|
200K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-64.9K- 12.88% |
$495K - $1.1M
|
439K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-66.5K- 79.62% |
$508K - $1.12M
|
17K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-69.3K- 19.98% |
$529K - $1.17M
|
278K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.5K- 34.95% |
$530K - $1.17M
|
129K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-69.7K- 45.87% |
$532K - $1.18M
|
82.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-72.4K- 62.25% |
$552K - $1.22M
|
43.9K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75.1K- 31.41% |
$573K - $1.27M
|
164K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-79.7K- 43.93% |
$608K - $1.34M
|
102K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-81.1K- 10.78% |
$618K - $1.37M
|
671K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-89.3K- 23.77% |
$681K - $1.51M
|
286K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-97.2K- 48.71% |
$742K - $1.64M
|
102K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-98K- 82.82% |
$747K - $1.65M
|
20.3K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109K- 24.59% |
$835K - $1.85M
|
336K
$5.32M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 22.52% |
$849K - $1.88M
|
383K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-112K- 9.8% |
$854K - $1.89M
|
1.03M
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-120K- 57.37% |
$918K - $2.03M
|
89.4K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-123K- 56.81% |
$941K - $2.08M
|
93.7K
$1.49M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-124KClosed |
$948K - $2.1M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-143K- 74.33% |
$1.09M - $2.42M
|
49.5K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157K- 24.76% |
$1.2M - $2.65M
|
477K
$7.57M
|