Purchases and Sales Made in Q2 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11.3K+ 18.48% |
$53.8K - $110K
|
72.5K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$53.5K - $110K
|
11.2K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
11.1KNew |
$52.7K - $108K
|
11.1K
$160K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$52.2K - $107K
|
11K
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$51.9K - $106K
|
10.9K
$158K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.3KNew |
$49.2K - $101K
|
10.3K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10KNew |
$47.7K - $97.6K
|
10K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10KNew |
$47.6K - $97.4K
|
10K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10KNew |
$47.6K - $97.4K
|
10K
$145K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.75KNew |
$46.4K - $95K
|
9.75K
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.45K+ 17.63% |
$45K - $92K
|
63K
$912K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.89K+ 1.84% |
$42.3K - $86.6K
|
492K
$7.12M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.39K+ 13.49% |
$39.9K - $81.7K
|
70.6K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
8.21K+ 27.14% |
$39.1K - $80K
|
38.5K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2K+ 10.18% |
$39K - $79.9K
|
88.8K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14K+ 66.35% |
$38.7K - $79.3K
|
20.4K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.05K+ 25.46% |
$38.3K - $78.4K
|
39.7K
$574K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.95K+ 60.62% |
$37.8K - $77.4K
|
21.1K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
7.4K+ 113.85% |
$35.2K - $72.1K
|
13.9K
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7K+ 184.21% |
$33.3K - $68.2K
|
10.8K
$156K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7K+ 37.53% |
$33.3K - $68.2K
|
25.7K
$371K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.78K+ 45.55% |
$32.3K - $66K
|
21.7K
$313K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.6K+ 14.81% |
$31.4K - $64.3K
|
51.2K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.41K+ 22.57% |
$30.5K - $62.5K
|
34.8K
$504K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.29K+ 8.34% |
$29.9K - $61.2K
|
81.6K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
6.03K+ 11.72% |
$28.7K - $58.7K
|
57.5K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.8K+ 24.75% |
$27.6K - $56.5K
|
29.2K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 39.19% |
$26.7K - $54.6K
|
19.9K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
5.27K+ 25.74% |
$25.1K - $51.3K
|
25.7K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5K+ 749.63% |
$23.8K - $48.7K
|
5.67K
$82K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.98K+ 10.17% |
$23.7K - $48.5K
|
53.9K
$780K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.9K+ 39.95% |
$23.3K - $47.7K
|
17.2K
$248K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.85K+ 7.54% |
$23.1K - $47.2K
|
69.1K
$1M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.48KNew |
$21.3K - $43.6K
|
4.48K
$64.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.26K+ 13.49% |
$20.3K - $41.5K
|
35.8K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
3.93K+ 14.12% |
$18.7K - $38.2K
|
31.7K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.32K+ 6.04% |
$15.8K - $32.3K
|
58.3K
$843K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.14KNew |
$14.9K - $30.5K
|
3.14K
$45.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.13K+ 8.16% |
$14.9K - $30.5K
|
41.5K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 8.52% |
$12.4K - $25.5K
|
33.3K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.5K+ 5.14% |
$11.9K - $24.4K
|
51.2K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.37K+ 8471.43% |
$11.3K - $23.1K
|
2.4K
$34.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.16K+ 1.91% |
$10.3K - $21K
|
115K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 17.8% |
$10.1K - $20.8K
|
14.1K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.05K+ 6.13% |
$9.73K - $19.9K
|
35.4K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.04K+ 5.79% |
$9.69K - $19.8K
|
37.2K
$538K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.86K+ 1.96% |
$8.87K - $18.1K
|
97.1K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.56KNew |
$7.4K - $15.1K
|
1.56K
$22.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.53K+ 0.85% |
$7.28K - $14.9K
|
182K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.5K+ 16.67% |
$7.14K - $14.6K
|
10.5K
$152K
|