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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
376K+ 29.12% |
$2.6M - $3.63M
|
1.67M
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
371K+ 37.53% |
$2.57M - $3.58M
|
1.36M
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362K+ 311.9% |
$2.51M - $3.49M
|
478K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
354K+ 16.81% |
$2.45M - $3.41M
|
2.46M
$35.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
337K+ 11.8% |
$2.33M - $3.25M
|
3.19M
$46.2M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
332K+ 2.05% |
$2.3M - $3.2M
|
16.5M
$239M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
299K+ 293.24% |
$2.07M - $2.88M
|
401K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
249K+ 223.53% |
$1.73M - $2.41M
|
361K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
232KNew |
$1.61M - $2.24M
|
232K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
197K+ 850.2% |
$1.36M - $1.9M
|
220K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
189KNew |
$1.31M - $1.83M
|
189K
$2.74M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
184KNew |
$1.27M - $1.77M
|
184K
$2.66M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
181KNew |
$1.26M - $1.75M
|
181K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
181KNew |
$1.25M - $1.74M
|
181K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
174KNew |
$1.2M - $1.68M
|
174K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
171K+ 74.81% |
$1.18M - $1.65M
|
399K
$5.77M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
166K+ 15.15% |
$1.15M - $1.6M
|
1.26M
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
153K+ 1385.83% |
$1.06M - $1.48M
|
164K
$2.38M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
150K+ 60.0% |
$1.04M - $1.45M
|
400K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Prentice Capital Management, LP
Greenwich, CT |
BUY
|
- |
150KNew |
$1.04M - $1.45M
|
150K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Hst Ventures, LLC
|
BUY
|
- |
138KNew |
$954K - $1.33M
|
138K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
136KNew |
$939K - $1.31M
|
136K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
129KNew |
$891K - $1.24M
|
129K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
122KNew |
$843K - $1.18M
|
122K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
121K+ 201.4% |
$840K - $1.17M
|
182K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 35.04% |
$727K - $1.01M
|
405K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 254.56% |
$718K - $1M
|
145K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
102K+ 30.99% |
$706K - $985K
|
431K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
99.4KNew |
$688K - $959K
|
99.4K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
96.8K+ 50.55% |
$670K - $935K
|
288K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
95K+ 8.01% |
$657K - $917K
|
1.28M
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
93.8K+ 105.31% |
$649K - $905K
|
183K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
93KNew |
$644K - $898K
|
93K
$1.35M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
91.7KNew |
$635K - $885K
|
91.7K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
90.5K+ 13.06% |
$626K - $873K
|
783K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
90.3K+ 3.78% |
$625K - $872K
|
2.48M
$35.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89.5K+ 26.43% |
$619K - $864K
|
428K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
85.6K+ 98.72% |
$592K - $826K
|
172K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
83.3KNew |
$576K - $804K
|
83.3K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
82.4K+ 7.17% |
$570K - $795K
|
1.23M
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.9K+ 48.8% |
$567K - $791K
|
250K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
72.1K+ 24.86% |
$499K - $696K
|
362K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
72K+ 69.14% |
$498K - $695K
|
176K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
70.3K+ 366.15% |
$486K - $678K
|
89.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
67.1K+ 37.36% |
$464K - $647K
|
247K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
64.4KNew |
$445K - $621K
|
64.4K
$931K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64K+ 62.4% |
$443K - $617K
|
166K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.7K+ 53.79% |
$434K - $606K
|
179K
$2.6M
|