Purchases and Sales Made in Q3 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2023. 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 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.61K+ 24.33% |
$63.7K - $98.6K
|
44K
$637K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.4K+ 25.22% |
$62.2K - $96.2K
|
41.7K
$604K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8.26K+ 6.34% |
$61.1K - $94.6K
|
138K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.03K+ 0.34% |
$59.4K - $91.9K
|
2.4M
$34.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.73KNew |
$57.2K - $88.5K
|
7.73K
$112K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.9K+ 45.2% |
$51.1K - $79K
|
22.2K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.55K+ 23.48% |
$48.5K - $75K
|
34.4K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.45K+ 15.32% |
$47.7K - $73.9K
|
48.6K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.43K+ 6.01% |
$47.6K - $73.6K
|
113K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$89.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.15K+ 28.01% |
$45.5K - $70.4K
|
28.1K
$407K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.42K+ 44.54% |
$40.1K - $62K
|
17.6K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.17KNew |
$38.2K - $59.2K
|
5.17K
$74.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.15K+ 42.06% |
$38.1K - $58.9K
|
17.4K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.13K+ 41.81% |
$37.9K - $58.7K
|
17.4K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.11K+ 18.26% |
$37.8K - $58.5K
|
33.1K
$479K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.9K+ 21.44% |
$36.3K - $56.1K
|
27.8K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.49K+ 24.88% |
$33.2K - $51.4K
|
22.5K
$326K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
4.4K+ 87.01% |
$32.6K - $50.4K
|
9.46K
$137K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 10.25% |
$31.6K - $49K
|
46K
$666K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
4.09K+ 15.69% |
$30.3K - $46.8K
|
30.2K
$436K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.06K+ 3.87% |
$30.1K - $46.5K
|
109K
$1.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.93K+ 25.67% |
$29.1K - $45K
|
19.2K
$278K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.84K+ 28.43% |
$28.4K - $44K
|
17.4K
$251K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
3.83K+ 10.81% |
$28.3K - $43.9K
|
39.3K
$568K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.73K+ 6.91% |
$27.6K - $42.7K
|
57.6K
$834K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.53K+ 7.86% |
$26.1K - $40.4K
|
48.4K
$700K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.43K+ 3.53% |
$25.4K - $39.3K
|
101K
$1.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.3K+ 84.08% |
$24.4K - $37.8K
|
7.23K
$105K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.11K+ 69.55% |
$23K - $35.6K
|
7.59K
$110K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$22.2K - $34.4K
|
3K
$43.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.79K+ 116.04% |
$20.6K - $31.9K
|
5.19K
$75K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.58K+ 10.04% |
$19.1K - $29.6K
|
28.3K
$410K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.58K+ 2.94% |
$19.1K - $29.5K
|
90.4K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.5K+ 625.0% |
$18.5K - $28.6K
|
2.9K
$42K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.12K+ 12.83% |
$15.7K - $24.3K
|
18.7K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.1K+ 20.15% |
$15.6K - $24.1K
|
12.5K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 2.69% |
$15.4K - $23.8K
|
79.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.04K+ 0.51% |
$15.1K - $23.4K
|
403K
$5.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.03K+ 8.13% |
$15K - $23.3K
|
27K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 0.44% |
$14.9K - $23.1K
|
457K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2K+ 19.05% |
$14.8K - $22.9K
|
12.5K
$181K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.93K+ 13.65% |
$14.3K - $22.1K
|
16.1K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 2.85% |
$13K - $20.1K
|
63.6K
$920K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 0.72% |
$12.7K - $19.6K
|
240K
$3.47M
|
|
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.7K+ 3.3% |
$12.6K - $19.5K
|
53.2K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.6KNew |
$11.8K - $18.3K
|
1.6K
$23.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.57KNew |
$11.6K - $18K
|
1.57K
$22.7K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.51K+ 9.03% |
$11.1K - $17.2K
|
18.2K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.5K+ 867.05% |
$11.1K - $17.2K
|
1.67K
$24.2K
|