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 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27.7K- 1.92% |
$134K - $228K
|
1.42M
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.9K- 4.85% |
$140K - $238K
|
567K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29K- 6.17% |
$140K - $238K
|
440K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-30.1K- 65.85% |
$145K - $247K
|
15.6K
$226K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-30.1K- 17.47% |
$146K - $248K
|
142K
$2.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-32K- 80.53% |
$155K - $263K
|
7.74K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-32.4K- 89.78% |
$157K - $267K
|
3.69K
$53.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-33.5K- 5.55% |
$162K - $276K
|
570K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-37.8K- 25.53% |
$183K - $311K
|
110K
$1.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-38K- 20.42% |
$184K - $313K
|
148K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-39.8K- 4.06% |
$192K - $327K
|
940K
$13.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-40.9K- 32.73% |
$198K - $337K
|
84.1K
$1.22M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44.8KClosed |
$217K - $368K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45.7KClosed |
$221K - $376K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-48.8K- 5.6% |
$236K - $402K
|
822K
$11.9M
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-50K- 25.0% |
$242K - $412K
|
150K
$2.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverwood Capital Management Ltd.
|
SELL
|
- |
-54.6K- 0.71% |
$264K - $450K
|
7.69M
$111M
|
|
|
Feb 07, 2025
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-62.3K- 33.0% |
$301K - $513K
|
126K
$1.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-64.6K- 6.33% |
$313K - $532K
|
956K
$13.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.9K- 22.08% |
$348K - $592K
|
254K
$3.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Ctc LLC
|
SELL
|
- |
-76.5K- 24.97% |
$370K - $629K
|
230K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-93.8K- 81.17% |
$454K - $772K
|
21.8K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-105K- 8.19% |
$508K - $864K
|
1.18M
$17M
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-113K- 53.07% |
$548K - $932K
|
100K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-148K- 21.91% |
$716K - $1.22M
|
528K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-246K- 61.21% |
$1.19M - $2.02M
|
156K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-274K- 91.46% |
$1.33M - $2.26M
|
25.6K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366K- 7.82% |
$1.77M - $3.01M
|
4.32M
$62.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-402K- 64.27% |
$1.95M - $3.31M
|
224K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-456K- 81.11% |
$2.21M - $3.75M
|
106K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-493K- 62.95% |
$2.38M - $4.05M
|
290K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-675K- 41.11% |
$3.27M - $5.56M
|
967K
$14M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-804K- 70.02% |
$3.89M - $6.61M
|
344K
$4.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.01M- 12.57% |
$4.88M - $8.3M
|
7.01M
$101M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.13M- 58.34% |
$5.49M - $9.34M
|
810K
$11.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.44M- 18.94% |
$6.95M - $11.8M
|
6.14M
$88.9M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.44M- 18.94% |
$6.95M - $11.8M
|
6.14M
$88.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.44M- 60.23% |
$6.97M - $11.9M
|
951K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.57M- 46.44% |
$7.61M - $12.9M
|
1.81M
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.67M- 42.31% |
$8.09M - $13.8M
|
2.28M
$33M
|
|
|
Oct 27, 2022
Q3 2022
|
Dcm International Vi, Ltd.
|
SELL
|
- |
-1.67M- 16.67% |
$8.1M - $13.8M
|
8.36M
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.07M- 92.28% |
$10M - $17.1M
|
173K
$2.51M
|
|
|
Feb 12, 2025
Q3 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.16M- 76.87% |
$15.3M - $26M
|
952K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.32M- 89.31% |
$16.1M - $27.3M
|
397K
$5.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.26M- 43.11% |
$30.3M - $51.5M
|
8.27M
$120M
|