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 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
23.5K+ 163.13% |
$114K - $194K
|
37.9K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.1K+ 119.16% |
$112K - $190K
|
42.5K
$615K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.1K+ 119.16% |
$112K - $190K
|
42.5K
$615K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 3.64% |
$111K - $190K
|
656K
$9.49M
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.9K+ 101.12% |
$111K - $189K
|
45.6K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.6K+ 16.54% |
$109K - $186K
|
159K
$2.3M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22.5K+ 174.85% |
$109K - $185K
|
35.4K
$512K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.3K+ 24.56% |
$108K - $183K
|
113K
$1.63M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.6K+ 31.91% |
$105K - $178K
|
89.4K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 20.59% |
$105K - $178K
|
126K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.4KNew |
$104K - $176K
|
21.4K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
21.2K+ 1.78% |
$103K - $175K
|
1.21M
$17.6M
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 88.84% |
$100K - $170K
|
44K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19K+ 10.47% |
$92K - $156K
|
201K
$2.9M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
18.6K+ 9.69% |
$89.9K - $153K
|
210K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
18KNew |
$87.1K - $148K
|
18K
$260K
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$86.9K - $148K
|
18K
$260K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
17.8K+ 15.72% |
$86K - $146K
|
131K
$1.89M
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
17.6K+ 1.26% |
$85.2K - $145K
|
1.41M
$20.4M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
16.7KNew |
$80.9K - $138K
|
16.7K
$242K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
16.5KNew |
$80K - $136K
|
16.5K
$239K
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
16.4KNew |
$79.3K - $135K
|
16.4K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.7K+ 53.08% |
$75.8K - $129K
|
45.2K
$653K
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.2KNew |
$73.7K - $125K
|
15.2K
$220K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
15KNew |
$72.6K - $123K
|
15K
$217K
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
15KNew |
$72.5K - $123K
|
15K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6KNew |
$70.5K - $120K
|
14.6K
$211K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.8KNew |
$66.9K - $114K
|
13.8K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
13.8K+ 51.07% |
$66.7K - $113K
|
40.8K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$66.7K - $113K
|
13.8K
$199K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7KNew |
$66.2K - $113K
|
13.7K
$198K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.5KNew |
$65.4K - $111K
|
13.5K
$196K
|
|
Nov 10, 2022
Q3 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
13KNew |
$62.9K - $107K
|
13K
$188K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.6K+ 40.29% |
$61.1K - $104K
|
44K
$636K
|
|
Nov 14, 2022
Q3 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$60.5K - $103K
|
12.5K
$181K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.2K+ 6.35% |
$58.8K - $100K
|
204K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$58.4K - $99.4K
|
12.1K
$175K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.8KNew |
$57K - $97K
|
11.8K
$170K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.7KNew |
$56.6K - $96.3K
|
11.7K
$169K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.5KNew |
$55.7K - $94.6K
|
11.5K
$166K
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$55.6K - $94.6K
|
11.5K
$166K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5K+ 9.46% |
$55.5K - $94.4K
|
133K
$1.92M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 10.93% |
$55.5K - $94.4K
|
116K
$1.68M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 71.68% |
$53.7K - $91.4K
|
26.6K
$385K
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11KNew |
$53.2K - $90.5K
|
11K
$159K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9K+ 2.07% |
$52.7K - $89.7K
|
536K
$7.76M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 15.6% |
$52.6K - $89.5K
|
80.6K
$1.17M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.7KNew |
$52K - $88.5K
|
10.7K
$156K
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 67.63% |
$48.8K - $83K
|
25K
$362K
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$145K
|