Purchases and Sales Made in Q1 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.8K- 17.04% |
$95.3K - $133K
|
67K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 18.33% |
$102K - $142K
|
65.7K
$951K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.3K- 37.14% |
$106K - $148K
|
25.9K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-15.9K- 0.42% |
$110K - $154K
|
3.76M
$54.4M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-17.2K- 22.07% |
$119K - $166K
|
60.7K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-17.3K- 38.45% |
$120K - $167K
|
27.7K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.4K- 53.95% |
$121K - $168K
|
14.9K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-24K- 14.3% |
$166K - $232K
|
144K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 33.11% |
$178K - $248K
|
51.9K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-27K- 6.9% |
$187K - $260K
|
364K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-30.4K- 12.42% |
$211K - $294K
|
215K
$3.11M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31.2K- 43.4% |
$216K - $301K
|
40.7K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.3K- 57.21% |
$223K - $311K
|
24.1K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-33.3K- 4.31% |
$231K - $322K
|
740K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35K- 32.52% |
$242K - $337K
|
72.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-40.9K- 34.64% |
$283K - $394K
|
77.1K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-44.6K- 4.64% |
$309K - $430K
|
916K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-49.5K- 78.69% |
$343K - $478K
|
13.4K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-58.2K- 71.54% |
$403K - $562K
|
23.2K
$335K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62.3K- 55.11% |
$431K - $601K
|
50.7K
$734K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-74.6K- 39.52% |
$516K - $720K
|
114K
$1.65M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-74.6K- 39.52% |
$516K - $720K
|
114K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-77.2K- 10.31% |
$534K - $745K
|
672K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.3K- 81.61% |
$535K - $746K
|
17.4K
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-78.5K- 59.76% |
$543K - $758K
|
52.9K
$765K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-80.4K- 11.4% |
$556K - $776K
|
625K
$9.04M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-81.9K- 14.16% |
$567K - $790K
|
496K
$7.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-91K- 10.28% |
$630K - $878K
|
794K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Once Capital Management, LLC
|
SELL
|
- |
-100K- 28.57% |
$692K - $965K
|
250K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-111K- 77.83% |
$768K - $1.07M
|
31.6K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-111K- 10.73% |
$770K - $1.07M
|
926K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-114K- 32.68% |
$791K - $1.1M
|
236K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-130K- 42.4% |
$898K - $1.25M
|
176K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-133K- 45.32% |
$917K - $1.28M
|
160K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150K- 74.4% |
$1.04M - $1.45M
|
51.7K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197K- 35.66% |
$1.36M - $1.9M
|
355K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-209K- 79.76% |
$1.44M - $2.01M
|
53K
$767K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-245K- 50.18% |
$1.69M - $2.36M
|
243K
$3.52M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-248K- 30.79% |
$1.72M - $2.39M
|
558K
$8.07M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-276K- 7.13% |
$1.91M - $2.67M
|
3.6M
$52.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-334K- 7.35% |
$2.31M - $3.22M
|
4.21M
$60.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-614K- 73.23% |
$4.25M - $5.93M
|
224K
$3.25M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-636K- 51.24% |
$4.4M - $6.13M
|
605K
$8.75M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-761K- 10.18% |
$5.26M - $7.34M
|
6.71M
$97.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-847K- 5.32% |
$5.86M - $8.18M
|
15.1M
$218M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2M- 32.79% |
$8.3M - $11.6M
|
2.46M
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.42M- 79.15% |
$9.82M - $13.7M
|
374K
$5.41M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.89M- 66.36% |
$13.1M - $18.2M
|
956K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.7M- 72.96% |
$32.5M - $45.3M
|
1.74M
$25.2M
|