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 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.83K+ 16.28% |
$26.5K - $37K
|
27.4K
$396K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.7K+ 1.56% |
$25.6K - $35.7K
|
241K
$3.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.7K+ 10.21% |
$25.6K - $35.7K
|
40K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$25.6K - $35.7K
|
3.7K
$53.5K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.69K+ 28.28% |
$25.6K - $35.6K
|
16.8K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.66K+ 3.72% |
$25.3K - $35.3K
|
102K
$1.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.41K+ 8.81% |
$23.6K - $32.9K
|
42.1K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.3K+ 17.58% |
$22.8K - $31.8K
|
22.1K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 29.15% |
$22.7K - $31.6K
|
14.5K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.15K+ 3.17% |
$21.8K - $30.4K
|
103K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 9.45% |
$21.5K - $29.9K
|
35.9K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 3.83% |
$20.8K - $29K
|
81.4K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3KNew |
$20.8K - $29K
|
3K
$43.4K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.99K+ 3.73% |
$20.7K - $28.9K
|
83.2K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.99K+ 28.89% |
$20.7K - $28.8K
|
13.3K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.97K+ 728.68% |
$20.6K - $28.7K
|
3.38K
$48.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.79KNew |
$19.3K - $26.9K
|
2.79K
$40.4K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 24.71% |
$19.1K - $26.7K
|
14K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
2.68K+ 15.72% |
$18.5K - $25.8K
|
19.7K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.5KNew |
$17.3K - $24.1K
|
2.5K
$36.2K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 12.01% |
$16K - $22.2K
|
21.5K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.23K+ 116.6% |
$15.5K - $21.6K
|
4.15K
$60.1K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.11KNew |
$14.6K - $20.4K
|
2.11K
$30.5K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.11KNew |
$14.6K - $20.3K
|
2.11K
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 6.34% |
$14.6K - $20.3K
|
35.3K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$14.5K - $20.2K
|
2.1K
$30.3K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.1K+ 4.05% |
$14.5K - $20.2K
|
53.8K
$779K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2K+ 16.0% |
$13.8K - $19.3K
|
14.5K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2K+ 50.0% |
$13.8K - $19.3K
|
6K
$86.8K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.8K+ 3.54% |
$12.4K - $17.4K
|
52.6K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.78K+ 5.44% |
$12.3K - $17.2K
|
34.5K
$499K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.71K+ 61.18% |
$11.9K - $16.5K
|
4.51K
$65.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.58K+ 38.43% |
$10.9K - $15.3K
|
5.7K
$82.4K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.57K+ 11.73% |
$10.9K - $15.2K
|
15K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.53K+ 2.63% |
$10.6K - $14.8K
|
59.8K
$865K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.49K+ 1.41% |
$10.3K - $14.4K
|
107K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.38K+ 21.43% |
$9.52K - $13.3K
|
7.8K
$113K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.29K+ 1.92% |
$8.9K - $12.4K
|
68.2K
$987K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 9.6% |
$8.08K - $11.3K
|
13.3K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.15KNew |
$7.96K - $11.1K
|
1.15K
$16.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.14KNew |
$7.87K - $11K
|
1.14K
$16.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.11K+ 2.28% |
$7.65K - $10.7K
|
49.6K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.01K+ 8.46% |
$6.98K - $9.73K
|
12.9K
$187K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 100.0% |
$6.92K - $9.65K
|
2K
$28.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1K+ 6.32% |
$6.92K - $9.65K
|
16.8K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$6.92K - $9.65K
|
1K
$14.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$6.92K - $9.65K
|
1K
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
951+ 0.82% |
$6.58K - $9.18K
|
118K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
904+ 679.7% |
$6.26K - $8.72K
|
1.04K
$15K
|