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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-8.43K- 15.57% |
$66.9K - $132K
|
45.7K
$662K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.41KClosed |
$74.6K - $147K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-9.72K- 10.71% |
$77K - $152K
|
81K
$1.17M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10.1KClosed |
$80.5K - $159K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10.2K- 92.33% |
$81.2K - $160K
|
850
$12.3K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-10.5KClosed |
$83.5K - $165K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-10.5KClosed |
$83.5K - $165K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.7K- 15.22% |
$84.5K - $167K
|
59.3K
$859K
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.7K- 4.21% |
$85.1K - $168K
|
244K
$3.53M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$86K - $170K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.1KClosed |
$88K - $174K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11.5KClosed |
$91.2K - $180K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-12KClosed |
$94.8K - $187K
|
0
$0
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.4K- 33.07% |
$98.4K - $195K
|
25.1K
$363K
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-12.9KClosed |
$102K - $202K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$103K - $204K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-13.3KClosed |
$105K - $208K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-13.3KClosed |
$106K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.4K- 56.01% |
$107K - $211K
|
10.6K
$153K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13.9KClosed |
$110K - $217K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14KClosed |
$111K - $220K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.6KClosed |
$115K - $228K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-14.7KClosed |
$116K - $230K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-15.4K- 21.9% |
$122K - $242K
|
54.9K
$795K
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-15.9K- 58.49% |
$126K - $249K
|
11.3K
$163K
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-17.6KClosed |
$140K - $276K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18.2KClosed |
$144K - $285K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-18.4KClosed |
$146K - $289K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-19.3KClosed |
$153K - $303K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-19.5K- 68.19% |
$155K - $307K
|
9.12K
$132K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.7KClosed |
$156K - $309K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-19.9KClosed |
$158K - $312K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$159K - $314K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-20KClosed |
$159K - $314K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-20.3KClosed |
$161K - $318K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20.9KClosed |
$165K - $327K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.5KClosed |
$178K - $352K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.5KClosed |
$178K - $353K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-24.2K- 44.54% |
$192K - $380K
|
30.2K
$437K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24.9K- 0.91% |
$198K - $391K
|
2.73M
$39.5M
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-25.2KClosed |
$200K - $395K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-25.6K- 23.83% |
$203K - $402K
|
81.9K
$1.19M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-25.9KClosed |
$205K - $406K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-25.9K- 99.89% |
$206K - $406K
|
28
$405
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-27.1KClosed |
$215K - $424K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.3KClosed |
$232K - $459K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-29.4KClosed |
$233K - $461K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-29.6KClosed |
$235K - $464K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-30.4KClosed |
$241K - $476K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-30.5KClosed |
$242K - $479K
|
0
$0
|