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
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.01K- 7.62% |
$6.99K - $9.75K
|
12.3K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 5.52% |
$7.03K - $9.8K
|
17.4K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.15K- 5.84% |
$7.94K - $11.1K
|
18.5K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 2.85% |
$8.8K - $12.3K
|
43.4K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.35K- 9.91% |
$9.34K - $13K
|
12.3K
$178K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$363K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.46K- 0.91% |
$10.1K - $14.1K
|
159K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.5K- 9.69% |
$10.4K - $14.5K
|
14K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.54K- 0.79% |
$10.7K - $14.9K
|
193K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 6.04% |
$10.7K - $15K
|
24.1K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 5.13% |
$11K - $15.3K
|
29.3K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.59K- 4.22% |
$11K - $15.3K
|
36.1K
$523K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.62K- 13.39% |
$11.2K - $15.6K
|
10.5K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.69K- 0.43% |
$11.7K - $16.3K
|
386K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.74K- 8.62% |
$12K - $16.8K
|
18.4K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 9.59% |
$12.1K - $16.9K
|
16.5K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 14.14% |
$12.4K - $17.3K
|
10.9K
$158K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2K- 5.63% |
$13.8K - $19.3K
|
33.5K
$485K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.01K- 0.8% |
$13.9K - $19.4K
|
250K
$3.62M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.27K- 0.53% |
$15.7K - $21.9K
|
425K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.4K- 6.71% |
$16.6K - $23.2K
|
33.4K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 5.81% |
$18K - $25.1K
|
42.2K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.64K- 2.38% |
$18.3K - $25.5K
|
109K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 2.35% |
$19K - $26.5K
|
114K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.88K- 0.38% |
$19.9K - $27.8K
|
760K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3K- 7.72% |
$20.8K - $29K
|
35.8K
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3K- 7.02% |
$20.8K - $29K
|
39.7K
$575K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.09K- 5.08% |
$21.4K - $29.8K
|
57.7K
$835K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.17K- 4.51% |
$22K - $30.6K
|
67.1K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.38K- 7.32% |
$23.4K - $32.6K
|
42.7K
$619K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.41K- 7.02% |
$23.6K - $32.9K
|
45.2K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.45K- 11.04% |
$23.9K - $33.3K
|
27.8K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 0.82% |
$24.1K - $33.7K
|
423K
$6.12M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.4K- 9.57% |
$30.4K - $42.4K
|
41.6K
$601K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.4K- 2.5% |
$30.4K - $42.5K
|
172K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.47K- 6.79% |
$30.9K - $43.1K
|
61.3K
$887K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.47K- 1.52% |
$30.9K - $43.2K
|
289K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.83K- 20.19% |
$33.4K - $46.6K
|
19.1K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-5.51K- 12.56% |
$38.1K - $53.1K
|
38.3K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.8K- 10.5% |
$54K - $75.3K
|
66.5K
$962K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7.93K- 36.82% |
$54.9K - $76.5K
|
13.6K
$197K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.85K- 19.54% |
$68.2K - $95.1K
|
40.6K
$587K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-10K- 81.97% |
$69.2K - $96.5K
|
2.2K
$31.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.8K- 67.54% |
$74.4K - $104K
|
5.17K
$74.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 3.3% |
$75.3K - $105K
|
319K
$4.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-11.9K- 1.57% |
$82.4K - $115K
|
748K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12.3K- 35.1% |
$84.9K - $118K
|
22.7K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13.1K- 33.16% |
$90.4K - $126K
|
26.3K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.2K- 21.67% |
$91.6K - $128K
|
47.9K
$693K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.5K- 55.1% |
$93.4K - $130K
|
11K
$159K
|