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 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$145K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$145K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.8K+ 39.33% |
$47.4K - $80.7K
|
34.7K
$502K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.45K+ 68.26% |
$45.8K - $77.8K
|
23.3K
$337K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
9.12KNew |
$44.1K - $75K
|
9.12K
$132K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.04K+ 3.37% |
$43.8K - $74.4K
|
277K
$4.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
9.03K+ 20.7% |
$43.7K - $74.3K
|
52.7K
$762K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
8.75KNew |
$42.4K - $72K
|
8.75K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.5K+ 6.55% |
$41.1K - $69.9K
|
138K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.61K+ 26.1% |
$36.8K - $62.6K
|
36.8K
$532K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.02K+ 20.37% |
$34K - $57.8K
|
41.5K
$600K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.69K+ 56.27% |
$32.4K - $55.1K
|
18.6K
$269K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.69K+ 48.43% |
$32.4K - $55K
|
20.5K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.63K+ 18.52% |
$32.1K - $54.5K
|
42.4K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
6.4K+ 34.22% |
$31K - $52.7K
|
25.1K
$363K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
6.36K+ 31.68% |
$30.8K - $52.3K
|
26.4K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
6KNew |
$29K - $49.4K
|
6K
$86.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.66K+ 6.87% |
$27.4K - $46.6K
|
88.1K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.61K+ 14.13% |
$27.1K - $46.1K
|
45.3K
$655K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5.59K+ 76.48% |
$27K - $46K
|
12.9K
$187K
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.25K+ 25.33% |
$25.4K - $43.2K
|
26K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$24.2K - $41.2K
|
5K
$72.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.89K+ 7.31% |
$23.6K - $40.2K
|
71.7K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.69K+ 2.77% |
$22.7K - $38.6K
|
174K
$2.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.67KNew |
$22.6K - $38.4K
|
4.67K
$67.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.39K+ 1.31% |
$21.2K - $36.1K
|
341K
$4.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.37K+ 1.58% |
$21.1K - $35.9K
|
280K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
4.36K+ 24.67% |
$21.1K - $35.9K
|
22K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.23K+ 4.38% |
$20.5K - $34.8K
|
101K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.84K+ 17.77% |
$18.6K - $31.6K
|
25.5K
$369K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.83K+ 1.98% |
$18.5K - $31.5K
|
197K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.83K+ 1.98% |
$18.5K - $31.5K
|
197K
$2.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.62K+ 0.67% |
$17.5K - $29.8K
|
543K
$7.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.6K+ 29.27% |
$17.4K - $29.6K
|
15.9K
$230K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.53K+ 3.89% |
$17.1K - $29K
|
94.2K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.39K+ 4.95% |
$16.4K - $27.9K
|
71.9K
$1.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.14K+ 0.79% |
$15.2K - $25.9K
|
399K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3KNew |
$14.5K - $24.7K
|
3K
$43.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 0.85% |
$14.1K - $24.1K
|
346K
$5.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.75K+ 8.62% |
$13.3K - $22.6K
|
34.7K
$501K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.65KNew |
$12.8K - $21.8K
|
2.65K
$38.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
2.62K+ 5.05% |
$12.7K - $21.6K
|
54.5K
$789K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
2.36KNew |
$11.4K - $19.4K
|
2.36K
$34.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.26K+ 5645.0% |
$10.9K - $18.6K
|
2.3K
$33.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.9K+ 7.33% |
$9.22K - $15.7K
|
27.9K
$403K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.88K+ 1.31% |
$9.12K - $15.5K
|
145K
$2.1M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.79K+ 64.51% |
$8.67K - $14.7K
|
4.57K
$66.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65K+ 3.45% |
$7.97K - $13.5K
|
49.4K
$715K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.49K+ 249.92% |
$7.2K - $12.2K
|
2.08K
$30.1K
|