Purchases and Sales Made in Q3 2023 in So Fi Technologies, Inc. (SOFI)

SOFI Quotes by TradingView

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
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.41K
+ 0.74%
$10.5K - $16.2K
192K $2.78M
Nov 08, 2023 Q3 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
1.38K
+ 0.24%
$10.2K - $15.8K
578K $8.37M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
1.25K
New
$9.25K - $14.3K
1.25K $18.1K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.21K
+ 2.6%
$8.95K - $13.8K
47.7K $690K
Oct 18, 2023 Q3 2023
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.12K
+ 6.95%
$8.26K - $12.8K
17.2K $248K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.11K
+ 16.45%
$8.18K - $12.7K
7.82K $113K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
1.09K
+ 1.55%
$8.08K - $12.5K
71.7K $1.04M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1K
+ 5.19%
$7.4K - $11.5K
20.3K $293K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1K
New
$7.4K - $11.5K
1K $14.5K
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
840
+ 4.92%
$6.22K - $9.62K
17.9K $259K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
750
New
$5.55K - $8.59K
750 $10.9K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
736
+ 7.55%
$5.45K - $8.43K
10.5K $152K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
729
+ 2.3%
$5.39K - $8.35K
32.5K $470K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
639
+ 6.38%
$4.73K - $7.32K
10.7K $154K
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
599
+ 109.51%
$4.43K - $6.86K
1.15K $16.6K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
572
New
$4.23K - $6.55K
572 $8.28K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
569
+ 18.34%
$4.21K - $6.52K
3.67K $53.1K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
569
+ 18.34%
$4.21K - $6.52K
3.67K $53.1K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
510
+ 11.26%
$3.77K - $5.84K
5.04K $72.9K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
456
New
$3.37K - $5.22K
456 $6.6K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
400
+ 8.54%
$2.96K - $4.58K
5.09K $73.6K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.25%
$2.96K - $4.58K
158K $2.28M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
379
New
$2.8K - $4.34K
379 $5.48K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
363
+ 0.2%
$2.69K - $4.16K
182K $2.64M
Nov 14, 2023 Q3 2023
Janus Henderson Group PLC

London, X0
BUY
 -
321
+ 0.08%
$2.38K - $3.68K
403K $5.82M
Oct 31, 2023 Q3 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
286
+ 0.47%
$2.12K - $3.27K
61K $882K
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
275
+ 0.12%
$2.04K - $3.15K
227K $3.28M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
274
+ 0.23%
$2.03K - $3.14K
121K $1.74M
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
270
+ 22.5%
$2K - $3.09K
1.47K $21.3K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
251
New
$1.86K - $2.87K
251 $3.63K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
250
+ 1.85%
$1.85K - $2.86K
13.8K $199K
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
250
+ 2.09%
$1.85K - $2.86K
12.2K $176K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
200
+ 25.16%
$1.48K - $2.29K
995 $14.4K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
200
+ 10.81%
$1.48K - $2.29K
2.05K $29.7K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
200
New
$1.48K - $2.29K
200 $2.89K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
195
New
$1.44K - $2.23K
195 $2.82K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
186
+ 11.7%
$1.38K - $2.13K
1.78K $25.7K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
181
+ 136.09%
$1.34K - $2.07K
314 $4.54K
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
150
+ 1.17%
$1.11K - $1.72K
13K $187K
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
143
+ 1.19%
$1.06K - $1.64K
12.1K $176K
Nov 03, 2023 Q3 2023
Liberty One Investment Management, LLC

BUY
 -
133
+ 11.22%
$984 - $1.52K
1.32K $19.1K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
128
New
$947 - $1.47K
128 $1.85K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
110
+ 0.52%
$814 - $1.26K
21.4K $309K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
110
+ 0.54%
$814 - $1.26K
20.5K $297K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
100
+ 9.13%
$740 - $1.15K
1.2K $17.3K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
81
+ 20.25%
$599 - $927
481 $6.96K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
75
+ 0.45%
$555 - $859
16.6K $240K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
55
+ 0.05%
$407 - $630
122K $1.76M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
46
New
$340 - $527
46 $666

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