Purchases and Sales Made in Q2 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
30.7K+ 12.25% |
$194K - $242K
|
281K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
30.2K+ 12.93% |
$191K - $238K
|
264K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
30K+ 2.34% |
$190K - $237K
|
1.31M
$19M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
29.6K+ 15.32% |
$187K - $234K
|
223K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
29K+ 7.98% |
$184K - $229K
|
393K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.7K+ 3.89% |
$182K - $227K
|
768K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
28KNew |
$177K - $221K
|
28K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
26.5K+ 59.98% |
$168K - $209K
|
70.8K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26K+ 7.2% |
$164K - $205K
|
387K
$5.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
25.6K+ 33.43% |
$162K - $202K
|
102K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25K+ 230.44% |
$158K - $197K
|
35.8K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
24.7K+ 13.44% |
$156K - $195K
|
208K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
24.2K+ 4.52% |
$153K - $191K
|
560K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
23.8K+ 5.62% |
$151K - $188K
|
448K
$6.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
23KNew |
$146K - $182K
|
23K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.2K+ 33.05% |
$140K - $175K
|
89.4K
$1.29M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
BUY
|
- |
21.1K+ 5.81% |
$133K - $166K
|
383K
$5.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.2K+ 32.42% |
$128K - $159K
|
82.4K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.7K+ 7.58% |
$124K - $155K
|
280K
$4.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.5K+ 55.5% |
$124K - $154K
|
54.8K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
18.3K+ 52.98% |
$116K - $144K
|
52.8K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 7.15% |
$110K - $137K
|
260K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.2K+ 42.13% |
$108K - $135K
|
57.9K
$838K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17K+ 7.4% |
$107K - $134K
|
247K
$3.57M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$100K - $125K
|
15.8K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.8KNew |
$99.8K - $125K
|
15.8K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$99.5K - $124K
|
15.8K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.1K+ 1.02% |
$95.1K - $119K
|
1.5M
$21.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15KNew |
$94.8K - $118K
|
15K
$217K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
14.5K+ 8.33% |
$91.6K - $114K
|
189K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
14.5KNew |
$91.6K - $114K
|
14.5K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
14.4K+ 49.67% |
$91.2K - $114K
|
43.5K
$629K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
14.4KNew |
$91K - $114K
|
14.4K
$208K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 7.58% |
$90.4K - $113K
|
203K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.1KNew |
$89.2K - $111K
|
14.1K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14KNew |
$88.7K - $111K
|
14K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
14KNew |
$88.5K - $110K
|
14K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14KNew |
$88.3K - $110K
|
14K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
13.5K+ 132.76% |
$85.4K - $107K
|
23.7K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
13.1KNew |
$82.6K - $103K
|
13.1K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13K+ 7.37% |
$82.1K - $102K
|
189K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
12.7KNew |
$80.2K - $100K
|
12.7K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 2.79% |
$80.1K - $100K
|
468K
$6.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
12.6K+ 51.94% |
$79.6K - $99.4K
|
36.9K
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.6K+ 29.51% |
$79.5K - $99.3K
|
55.2K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 25.9% |
$78.4K - $97.8K
|
60.3K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 13.76% |
$77.9K - $97.3K
|
102K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$77.5K - $96.7K
|
12.3K
$177K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.9KNew |
$75K - $93.6K
|
11.9K
$172K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.5KNew |
$72.6K - $90.6K
|
11.5K
$166K
|