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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$134K - $296K
|
17.5K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.1K+ 113.93% |
$123K - $271K
|
30.2K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15.7K+ 5.73% |
$120K - $265K
|
289K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.6KNew |
$119K - $263K
|
15.6K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$116K - $257K
|
15.2K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.8KNew |
$113K - $250K
|
14.8K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
14.7K+ 3.27% |
$112K - $248K
|
465K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14.6KNew |
$111K - $246K
|
14.6K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3K+ 2.03% |
$109K - $241K
|
719K
$9.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$108K - $239K
|
14.2K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
14.1KNew |
$108K - $238K
|
14.1K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
14KNew |
$107K - $236K
|
14K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 64.43% |
$106K - $235K
|
35.5K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
13.7K+ 50.62% |
$104K - $231K
|
40.7K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.6K+ 69.84% |
$104K - $229K
|
33.1K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$184K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
13.1K+ 9.74% |
$99.9K - $221K
|
147K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13KNew |
$99.2K - $220K
|
13K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13K+ 965.52% |
$98.9K - $219K
|
14.3K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$98.3K - $218K
|
12.9K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$97.3K - $215K
|
12.8K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.6KNew |
$96.5K - $213K
|
12.6K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$95.3K - $211K
|
12.5K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 65.91% |
$94.5K - $209K
|
31.2K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.8KNew |
$90.1K - $199K
|
11.8K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 826.05% |
$88.6K - $196K
|
13K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$85.8K - $190K
|
11.2K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2K+ 132.99% |
$85.5K - $189K
|
19.6K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.2KNew |
$85.4K - $189K
|
11.2K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$84.6K - $187K
|
11.1K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$149K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.5K+ 1.18% |
$80.2K - $177K
|
898K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$80.1K - $177K
|
10.5K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
10.4K+ 19.31% |
$79.7K - $176K
|
64.5K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.4KNew |
$79.3K - $176K
|
10.4K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
10.3KNew |
$78.8K - $174K
|
10.3K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.1K+ 11.95% |
$76.9K - $170K
|
94.4K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10K+ 60.71% |
$76.3K - $169K
|
26.5K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.9K+ 99.0% |
$75.5K - $167K
|
19.9K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.54K+ 94.35% |
$72.8K - $161K
|
19.6K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.41K+ 30.11% |
$71.8K - $159K
|
40.6K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.1K+ 9.8% |
$69.5K - $154K
|
102K
$1.38M
|