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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 28.86% |
$5.2K - $8.85K
|
2.65K
$38.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 9.54% |
$5.81K - $9.88K
|
11.4K
$165K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.3K- 19.74% |
$6.29K - $10.7K
|
5.29K
$76.5K
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.34K- 2.56% |
$6.49K - $11K
|
51K
$739K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 1.39% |
$8.65K - $14.7K
|
126K
$1.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.8K- 4.89% |
$8.71K - $14.8K
|
35K
$507K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 5.88% |
$9.61K - $16.3K
|
31.8K
$460K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-2.07K- 6.87% |
$10K - $17K
|
28.1K
$406K
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.16K- 10.97% |
$10.5K - $17.8K
|
17.5K
$254K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.26K- 8.57% |
$10.9K - $18.6K
|
24.1K
$349K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.32K- 0.71% |
$11.2K - $19.1K
|
326K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.51K- 3.64% |
$12.2K - $20.7K
|
66.6K
$963K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 18.2% |
$12.2K - $20.7K
|
11.3K
$164K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 5.22% |
$14.4K - $24.6K
|
54.1K
$783K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.1K- 3.5% |
$15K - $25.5K
|
85.5K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.54K- 11.21% |
$17.1K - $29.1K
|
28K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.64K- 6.04% |
$17.6K - $30K
|
56.7K
$820K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.66K- 11.94% |
$17.7K - $30.1K
|
27K
$391K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.2K- 11.31% |
$20.3K - $34.6K
|
32.9K
$476K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.4K- 7.47% |
$21.3K - $36.2K
|
54.5K
$789K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.66K- 23.02% |
$22.5K - $38.3K
|
15.6K
$226K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.66K- 23.02% |
$22.5K - $38.3K
|
15.6K
$226K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.82K- 13.14% |
$23.3K - $39.7K
|
31.9K
$461K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5K- 5.92% |
$24.2K - $41.2K
|
79.4K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5K- 9.97% |
$24.2K - $41.2K
|
45.1K
$653K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-5.1K- 0.46% |
$24.7K - $42K
|
1.11M
$16M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.21K- 2.04% |
$25.2K - $42.8K
|
250K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.04K- 10.97% |
$29.2K - $49.7K
|
49K
$709K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.08K- 5.04% |
$29.4K - $50K
|
115K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.39K- 25.98% |
$30.9K - $52.6K
|
18.2K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.25K- 1.1% |
$35.1K - $59.7K
|
652K
$9.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.63K- 12.17% |
$36.9K - $62.8K
|
55K
$796K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.01K- 21.04% |
$38.8K - $65.9K
|
30.1K
$435K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-8.77K- 1.01% |
$42.5K - $72.2K
|
860K
$12.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.49K- 21.95% |
$45.9K - $78.1K
|
33.7K
$488K
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-9.54K- 56.04% |
$46.1K - $78.5K
|
7.48K
$108K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.9K- 40.57% |
$47.9K - $81.5K
|
14.5K
$210K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10K- 70.97% |
$48.5K - $82.4K
|
4.1K
$59.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 10.86% |
$50.8K - $86.5K
|
86.2K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 2.11% |
$50.9K - $86.5K
|
489K
$7.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.7K- 5.54% |
$61.5K - $105K
|
217K
$3.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.9K- 25.21% |
$62.5K - $106K
|
38.3K
$555K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.4K- 65.6% |
$69.9K - $119K
|
7.57K
$110K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-15.3K- 15.83% |
$73.8K - $126K
|
81.1K
$1.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.2K- 23.7% |
$78.3K - $133K
|
52.1K
$754K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 50.0% |
$79.4K - $135K
|
16.4K
$238K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-16.7K- 29.79% |
$80.6K - $137K
|
39.2K
$568K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.8K- 13.79% |
$81.3K - $138K
|
105K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-17.4K- 14.5% |
$84.4K - $144K
|
103K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 57.43% |
$89.2K - $152K
|
13.7K
$198K
|