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
|
National Bank Of Canada
|
BUY
|
- |
11.2K+ 37.48% |
$77.6K - $108K
|
41.1K
$595K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.1K+ 19.73% |
$76.6K - $107K
|
67.2K
$972K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
11.1K+ 6.4% |
$76.6K - $107K
|
184K
$2.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11KNew |
$76.1K - $106K
|
11K
$159K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9KNew |
$75.4K - $105K
|
10.9K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$74K - $103K
|
10.7K
$155K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.7K+ 2.38% |
$73.9K - $103K
|
459K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7K+ 1.95% |
$73.8K - $103K
|
557K
$8.06M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
10.6KNew |
$73.5K - $102K
|
10.6K
$154K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10.5KNew |
$72.7K - $101K
|
10.5K
$152K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.5K+ 50.54% |
$72.7K - $101K
|
31.3K
$453K
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$72.4K - $101K
|
10.5K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
10.2KNew |
$70.9K - $98.9K
|
10.2K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
10.2KNew |
$70.4K - $98.2K
|
10.2K
$147K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.1K+ 40.45% |
$70.2K - $97.9K
|
35.2K
$510K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
10KNew |
$69.4K - $96.8K
|
10K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$145K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.33K+ 9.57% |
$64.6K - $90K
|
107K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.28K+ 53.4% |
$64.2K - $89.6K
|
26.7K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.05K+ 4.72% |
$62.6K - $87.3K
|
201K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8.28K+ 36.06% |
$57.3K - $79.9K
|
31.2K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.25K+ 12.66% |
$57.1K - $79.6K
|
73.4K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.87K+ 22.22% |
$54.4K - $75.9K
|
43.3K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.6K+ 13.31% |
$52.6K - $73.3K
|
64.7K
$936K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.5K+ 6.37% |
$51.9K - $72.4K
|
125K
$1.81M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.09K+ 10.85% |
$49K - $68.4K
|
72.4K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
6.88K+ 37.29% |
$47.6K - $66.4K
|
25.3K
$367K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.49K+ 5.38% |
$44.9K - $62.6K
|
127K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.43K+ 40.99% |
$44.5K - $62K
|
22.1K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
6K+ 27.27% |
$41.5K - $57.9K
|
28K
$405K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.92K+ 9.75% |
$40.9K - $57.1K
|
66.6K
$963K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.71K+ 16.46% |
$39.5K - $55.1K
|
40.4K
$585K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.35K+ 37.2% |
$37K - $51.6K
|
19.7K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.29K+ 9.09% |
$36.6K - $51.1K
|
63.5K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.12K+ 51.61% |
$35.4K - $49.4K
|
15K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.11KNew |
$35.4K - $49.3K
|
5.11K
$73.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.07K+ 27.1% |
$35.1K - $48.9K
|
23.8K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5K+ 33.33% |
$34.6K - $48.3K
|
20K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$34.6K - $48.3K
|
15K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 15.63% |
$34.6K - $48.3K
|
37K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.94K+ 6.78% |
$34.2K - $47.7K
|
77.8K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.8K+ 6.22% |
$33.2K - $46.3K
|
82.1K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.69K+ 59.99% |
$32.5K - $45.3K
|
12.5K
$181K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.63K+ 110.5% |
$32K - $44.7K
|
8.82K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.46K+ 15.23% |
$30.9K - $43K
|
33.7K
$488K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
4.02K+ 15.08% |
$27.8K - $38.8K
|
30.7K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$27.7K - $38.6K
|
4K
$57.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.94KNew |
$27.3K - $38K
|
3.94K
$57K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$26.6K - $37.1K
|
3.85K
$55.7K
|