Purchases and Sales Made in Q3 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
97K+ 6.63% |
$469K - $798K
|
1.56M
$22.6M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
96.9K+ 40.58% |
$469K - $798K
|
336K
$4.86M
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
94.9KNew |
$459K - $781K
|
94.9K
$1.37M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
94.2K+ 34.2% |
$456K - $775K
|
370K
$5.35M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
87.5K+ 3.68% |
$423K - $720K
|
2.47M
$35.7M
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
86.6KNew |
$419K - $713K
|
86.6K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
86.6K+ 52.02% |
$419K - $713K
|
253K
$3.66M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
85.5K+ 192.18% |
$414K - $704K
|
130K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
84.3KNew |
$408K - $694K
|
84.3K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
82.9K+ 136.6% |
$401K - $682K
|
144K
$2.08M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
80.6KNew |
$390K - $664K
|
80.6K
$1.17M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
78.4KNew |
$379K - $645K
|
78.4K
$1.13M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.5K+ 52.84% |
$375K - $638K
|
224K
$3.24M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
63.9K+ 27.19% |
$309K - $526K
|
299K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
62K+ 417.55% |
$300K - $511K
|
76.9K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.9K+ 66.81% |
$300K - $509K
|
155K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
57K+ 7.6% |
$276K - $469K
|
807K
$11.7M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
57K+ 30.86% |
$276K - $469K
|
242K
$3.5M
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
55.9K+ 8.02% |
$271K - $460K
|
753K
$10.9M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.9K+ 6.84% |
$271K - $460K
|
874K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
54.5K+ 44.42% |
$264K - $449K
|
177K
$2.56M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
50.6K+ 73.78% |
$245K - $416K
|
119K
$1.72M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
48.7K+ 0.42% |
$236K - $401K
|
11.7M
$170M
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
48.7K+ 97.85% |
$236K - $401K
|
98.5K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
48.2K+ 305.89% |
$233K - $397K
|
64K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.6K+ 9.7% |
$226K - $384K
|
528K
$7.64M
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
46.3K+ 53.95% |
$224K - $381K
|
132K
$1.91M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
43.8K+ 6.25% |
$212K - $361K
|
745K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
42.3K+ 44.18% |
$205K - $348K
|
138K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
40.5K+ 24.75% |
$196K - $333K
|
204K
$2.95M
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
39.3KNew |
$190K - $324K
|
39.3K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
38.3K+ 30.91% |
$185K - $315K
|
162K
$2.35M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36.5K+ 24.51% |
$177K - $300K
|
185K
$2.68M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
34.1KNew |
$165K - $281K
|
34.1K
$494K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.8K+ 26.85% |
$163K - $278K
|
160K
$2.31M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33KNew |
$160K - $272K
|
33K
$478K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.4K+ 4.82% |
$157K - $266K
|
704K
$10.2M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.7KNew |
$148K - $252K
|
30.7K
$444K
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
30.4KNew |
$147K - $250K
|
30.4K
$440K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
29.5KNew |
$143K - $243K
|
29.5K
$428K
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
29.3KNew |
$142K - $241K
|
29.3K
$424K
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
29.2K+ 37.24% |
$142K - $241K
|
108K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
28.9KNew |
$140K - $238K
|
28.9K
$418K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
28.6KNew |
$139K - $236K
|
28.6K
$414K
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
BUY
|
- |
25.6KNew |
$124K - $211K
|
25.6K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
25.5K+ 58.7% |
$123K - $210K
|
68.9K
$998K
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
25.5KNew |
$123K - $210K
|
25.5K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.2K+ 113.34% |
$122K - $208K
|
47.5K
$688K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24.3KNew |
$117K - $200K
|
24.3K
$351K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.8KNew |
$115K - $196K
|
23.8K
$344K
|