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 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
59.7K+ 398.05% |
$413K - $576K
|
74.7K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58KNew |
$401K - $560K
|
58K
$839K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
55.2K+ 13.72% |
$382K - $533K
|
457K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
55.2K+ 32.73% |
$382K - $532K
|
224K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 29.27% |
$376K - $524K
|
240K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
53.4K+ 6.28% |
$369K - $515K
|
904K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
51.7K+ 28.43% |
$358K - $499K
|
234K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
49.9K+ 50.53% |
$345K - $482K
|
149K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
49.1KNew |
$340K - $473K
|
49.1K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
48.5K+ 428.94% |
$335K - $468K
|
59.8K
$865K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
47.3K+ 13.96% |
$327K - $457K
|
386K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46.8K+ 38.38% |
$324K - $452K
|
169K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$323K - $451K
|
46.7K
$676K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
45K+ 11.22% |
$311K - $434K
|
446K
$6.45M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
43.3KNew |
$299K - $417K
|
43.3K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.1K+ 0.75% |
$284K - $396K
|
5.53M
$80.1M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41K+ 11.79% |
$283K - $395K
|
388K
$5.62M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
40.7K+ 203.51% |
$282K - $393K
|
60.8K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
40.7KNew |
$282K - $393K
|
40.7K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
40.6KNew |
$281K - $392K
|
40.6K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
39KNew |
$270K - $376K
|
39K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
38K+ 7.63% |
$263K - $367K
|
536K
$7.75M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.8K+ 8.8% |
$261K - $364K
|
467K
$6.76M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.3K+ 70.82% |
$258K - $360K
|
90K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.7K+ 341.0% |
$233K - $326K
|
43.6K
$631K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33.6KNew |
$233K - $325K
|
33.6K
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.5KNew |
$232K - $324K
|
33.5K
$485K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32.6K+ 109.82% |
$225K - $314K
|
62.2K
$900K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.1K+ 5.57% |
$222K - $310K
|
609K
$8.81M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32K+ 228.74% |
$221K - $309K
|
46K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30.8KNew |
$213K - $297K
|
30.8K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30K+ 150.0% |
$208K - $290K
|
50K
$724K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30K+ 435.38% |
$207K - $289K
|
36.8K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
29.3K+ 4.28% |
$203K - $283K
|
714K
$10.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
29KNew |
$201K - $280K
|
29K
$420K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 140.56% |
$199K - $277K
|
49.1K
$711K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
27.7K+ 62.56% |
$192K - $267K
|
71.9K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.8K+ 143.78% |
$185K - $259K
|
45.4K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
25.5KNew |
$176K - $246K
|
25.5K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.4KNew |
$176K - $245K
|
25.4K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.7K+ 12.04% |
$171K - $238K
|
230K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.5KNew |
$169K - $236K
|
24.5K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
24.3KNew |
$168K - $234K
|
24.3K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$167K - $232K
|
24.1K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
23.9KNew |
$165K - $231K
|
23.9K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.7K+ 246.74% |
$164K - $228K
|
33.3K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.5KNew |
$163K - $227K
|
23.5K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6KNew |
$156K - $218K
|
22.6K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.9K+ 105.38% |
$151K - $211K
|
42.6K
$617K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21.8K+ 37.05% |
$151K - $210K
|
80.7K
$1.17M
|