Purchases and Sales Made in Q1 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.84K+ 9.03% |
$30.4K - $60.1K
|
46.3K
$670K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.78KNew |
$30K - $59.3K
|
3.78K
$54.7K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.67KNew |
$29.1K - $57.5K
|
3.67K
$53.1K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 119.38% |
$28.2K - $55.8K
|
6.54K
$94.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.54K+ 3.42% |
$28.1K - $55.5K
|
107K
$1.55M
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.52K+ 13.44% |
$27.9K - $55.2K
|
29.7K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.5K+ 33.02% |
$27.8K - $54.9K
|
14.1K
$204K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.31K+ 11.96% |
$26.3K - $52K
|
31K
$449K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$24.6K - $48.6K
|
3.1K
$44.9K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 14.0% |
$24.2K - $47.9K
|
24.9K
$360K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.05K+ 1372.52% |
$24.2K - $47.8K
|
3.27K
$47.3K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 9.5% |
$22.5K - $44.5K
|
32.7K
$474K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2.74KNew |
$21.7K - $42.9K
|
2.74K
$39.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.53K+ 5060.0% |
$20.1K - $39.7K
|
2.58K
$37.3K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 4.69% |
$19.5K - $38.5K
|
54.8K
$792K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.43K+ 4.37% |
$19.2K - $38K
|
57.9K
$837K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
2.41K+ 7.8% |
$19.1K - $37.7K
|
33.3K
$482K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.4KNew |
$19K - $37.6K
|
2.4K
$34.7K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 13.04% |
$18.5K - $36.6K
|
20.2K
$292K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26KNew |
$17.9K - $35.4K
|
2.26K
$32.7K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 197.04% |
$15.9K - $31.4K
|
3.02K
$43.6K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.92K+ 30.05% |
$15.2K - $30K
|
8.29K
$120K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.9K+ 18.14% |
$15.1K - $29.8K
|
12.4K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.89KNew |
$15K - $29.6K
|
1.89K
$27.3K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.88K+ 125.0% |
$14.9K - $29.4K
|
3.38K
$48.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 8.95% |
$14K - $27.7K
|
21.5K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.74K+ 0.08% |
$13.8K - $27.3K
|
2.32M
$33.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.7K+ 113.33% |
$13.5K - $26.7K
|
3.2K
$46.3K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.67K+ 3.03% |
$13.2K - $26.2K
|
56.8K
$822K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 47.62% |
$11.9K - $23.5K
|
4.65K
$67.3K
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
1.35KNew |
$10.7K - $21.2K
|
1.35K
$19.5K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.34K+ 1.46% |
$10.6K - $21K
|
93.1K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$9.91K - $19.6K
|
1.25K
$18.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.22K+ 20.72% |
$9.68K - $19.1K
|
7.11K
$103K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 29.66% |
$8.33K - $16.5K
|
4.59K
$66.4K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$7.97K - $15.8K
|
1.01K
$14.5K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$7.93K - $15.7K
|
1K
$14.5K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
957+ 2.46% |
$7.59K - $15K
|
39.9K
$578K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
926New |
$7.34K - $14.5K
|
926
$13.4K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
849+ 4.6% |
$6.73K - $13.3K
|
19.3K
$279K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
800New |
$6.34K - $12.5K
|
800
$11.6K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
774+ 30.96% |
$6.14K - $12.1K
|
3.27K
$47.4K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
769+ 92.65% |
$6.1K - $12.1K
|
1.6K
$23.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
753+ 32.47% |
$5.97K - $11.8K
|
3.07K
$44.5K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
630+ 516.39% |
$5K - $9.88K
|
752
$10.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
605New |
$4.8K - $9.49K
|
605
$8.75K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
602+ 4.87% |
$4.77K - $9.44K
|
13K
$188K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
600+ 1.06% |
$4.76K - $9.41K
|
57.1K
$826K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
578New |
$4.58K - $9.06K
|
578
$8.36K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
530+ 22.36% |
$4.2K - $8.31K
|
2.9K
$42K
|