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 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 4.61% |
$7.12K - $12.1K
|
33.4K
$483K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.39K+ 0.87% |
$6.74K - $11.5K
|
162K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 5.25% |
$6.56K - $11.2K
|
27.2K
$393K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.26K+ 11.91% |
$6.09K - $10.4K
|
11.8K
$171K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.26K+ 11.91% |
$6.09K - $10.4K
|
11.8K
$171K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$6.05K - $10.3K
|
1.25K
$18.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.19K+ 2540.43% |
$5.78K - $9.83K
|
1.24K
$18K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 5.72% |
$5.73K - $9.74K
|
21.9K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1.07K+ 4.91% |
$5.18K - $8.81K
|
22.9K
$331K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 242.13% |
$4.84K - $8.23K
|
1.41K
$20.4K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$14.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$14.5K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1K+ 20.0% |
$4.84K - $8.23K
|
6K
$86.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1K+ 166.67% |
$4.84K - $8.23K
|
1.6K
$23.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
931+ 0.32% |
$4.51K - $7.66K
|
288K
$4.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
900+ 2.53% |
$4.36K - $7.41K
|
36.5K
$528K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
812+ 1.56% |
$3.93K - $6.68K
|
53K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
806+ 1.06% |
$3.9K - $6.63K
|
76.8K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
800+ 3.59% |
$3.87K - $6.58K
|
23.1K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
603+ 354.71% |
$2.92K - $4.96K
|
773
$11.2K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
555+ 4.69% |
$2.69K - $4.57K
|
12.4K
$179K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
444+ 4.53% |
$2.15K - $3.65K
|
10.3K
$148K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
435+ 273.58% |
$2.11K - $3.58K
|
594
$8.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
429New |
$2.08K - $3.53K
|
429
$6.21K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
421+ 0.16% |
$2.04K - $3.46K
|
261K
$3.77M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
412New |
$1.99K - $3.39K
|
412
$5.96K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
410+ 16.27% |
$1.98K - $3.37K
|
2.93K
$42.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
408+ 11.66% |
$1.97K - $3.36K
|
3.91K
$56.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
407+ 13.07% |
$1.97K - $3.35K
|
3.52K
$50.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
402+ 1.9% |
$1.95K - $3.31K
|
21.6K
$312K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
400New |
$1.94K - $3.29K
|
400
$5.79K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
325+ 1.26% |
$1.57K - $2.67K
|
26.1K
$378K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
250+ 1.73% |
$1.21K - $2.06K
|
14.7K
$212K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
250+ 1.61% |
$1.21K - $2.06K
|
15.8K
$228K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
235+ 1.76% |
$1.14K - $1.93K
|
13.6K
$197K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
205+ 0.32% |
$992 - $1.69K
|
64.3K
$930K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$968 - $1.65K
|
200
$2.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
200+ 1.43% |
$968 - $1.65K
|
14.2K
$205K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$968 - $1.65K
|
400
$5.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
197+ 0.99% |
$953 - $1.62K
|
20.1K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
191+ 1.65% |
$924 - $1.57K
|
11.8K
$170K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
191New |
$924 - $1.57K
|
191
$2.76K
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
155+ 0.7% |
$750 - $1.28K
|
22.2K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
149New |
$721 - $1.23K
|
149
$2.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
131+ 40.31% |
$634 - $1.08K
|
456
$6.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
127+ 2.8% |
$615 - $1.05K
|
4.67K
$67.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
125+ 1.97% |
$605 - $1.03K
|
6.46K
$93.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123+ 1.9% |
$595 - $1.01K
|
6.58K
$95.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
121+ 0.49% |
$586 - $996
|
24.9K
$361K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
118+ 0.66% |
$571 - $971
|
17.9K
$259K
|