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 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
21.1KNew |
$146K - $204K
|
21.1K
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20.8K+ 13.73% |
$144K - $200K
|
172K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.5K+ 43.6% |
$142K - $198K
|
67.6K
$978K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
20.4KNew |
$141K - $197K
|
20.4K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.4K+ 15.06% |
$141K - $196K
|
156K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$138K - $193K
|
20K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
19.9KNew |
$138K - $192K
|
19.9K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
19.7K+ 161.53% |
$136K - $190K
|
31.9K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
19.6K+ 1.1% |
$136K - $189K
|
1.8M
$26M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.4K+ 182.89% |
$134K - $187K
|
30K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.2K+ 57.79% |
$133K - $185K
|
52.4K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19K+ 24.79% |
$131K - $183K
|
95.5K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
18.8KNew |
$130K - $181K
|
18.8K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 26.29% |
$129K - $180K
|
89.6K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18.5KNew |
$128K - $179K
|
18.5K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.5KNew |
$128K - $178K
|
18.5K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.4KNew |
$128K - $178K
|
18.4K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$127K - $178K
|
18.4K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.3K+ 46.64% |
$126K - $176K
|
57.4K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.7KNew |
$122K - $170K
|
17.7K
$255K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.6K+ 279.27% |
$122K - $170K
|
23.9K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17.4K+ 5.46% |
$120K - $168K
|
336K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
17.2K+ 10.97% |
$119K - $166K
|
174K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
17K+ 55.29% |
$118K - $164K
|
47.9K
$692K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.8K+ 6.93% |
$117K - $163K
|
260K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
16.7KNew |
$116K - $161K
|
16.7K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
16.5K+ 133.51% |
$114K - $159K
|
28.8K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 371.78% |
$113K - $157K
|
20.7K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.9K+ 39.82% |
$110K - $153K
|
55.8K
$808K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.8K+ 72.91% |
$109K - $152K
|
37.4K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.5K+ 18.91% |
$107K - $149K
|
97.2K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15K+ 100.0% |
$104K - $145K
|
30K
$434K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
14.5K+ 10.7% |
$100K - $140K
|
150K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14KNew |
$96.6K - $135K
|
14K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
13.9KNew |
$96.2K - $134K
|
13.9K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13.8KNew |
$95.7K - $133K
|
13.8K
$200K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.8K+ 27.19% |
$95.2K - $133K
|
64.4K
$931K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.5K+ 91.99% |
$93.6K - $131K
|
28.2K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$93.4K - $130K
|
13.5K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$92.1K - $128K
|
13.3K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
12.9K+ 2.56% |
$89.3K - $125K
|
518K
$7.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.7K+ 40.24% |
$87.9K - $123K
|
44.3K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.6KNew |
$86.8K - $121K
|
12.6K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.5K+ 75.65% |
$86.4K - $120K
|
29K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
12.2KNew |
$84.6K - $118K
|
12.2K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 5.07% |
$83.7K - $117K
|
251K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$79.4K - $111K
|
11.5K
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$79K - $110K
|
11.4K
$165K
|