Purchases and Sales Made in Q3 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q3 2024. 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, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
193KNew |
$1.22M - $1.58M
|
193K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
186K+ 590.94% |
$1.17M - $1.52M
|
217K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
173K+ 355.13% |
$1.09M - $1.41M
|
221K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
156KNew |
$986K - $1.28M
|
156K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
155K+ 3.25% |
$980K - $1.27M
|
4.93M
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
155K+ 4.25% |
$977K - $1.27M
|
3.79M
$54.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
150KNew |
$948K - $1.23M
|
150K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
144K+ 55.41% |
$911K - $1.18M
|
404K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
139K+ 24.45% |
$876K - $1.14M
|
705K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
125K+ 98.23% |
$787K - $1.02M
|
251K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
118KNew |
$748K - $969K
|
118K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
117KNew |
$739K - $958K
|
117K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
113K+ 66.12% |
$711K - $922K
|
283K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
105K+ 36.49% |
$664K - $861K
|
393K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Prentice Capital Management, LP
Greenwich, CT |
BUY
|
- |
100K+ 66.61% |
$632K - $819K
|
250K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91.7K+ 23.05% |
$579K - $751K
|
489K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.2K+ 102.42% |
$576K - $747K
|
180K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90.9K+ 2.97% |
$575K - $745K
|
3.16M
$45.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87.1K+ 1.44% |
$550K - $713K
|
6.15M
$88.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
86K+ 11.21% |
$544K - $705K
|
854K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
84.5KNew |
$534K - $692K
|
84.5K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 5.41% |
$527K - $683K
|
1.63M
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81.4K+ 17.44% |
$515K - $667K
|
548K
$7.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
77.1K+ 109.52% |
$487K - $631K
|
148K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
75K+ 119.05% |
$474K - $614K
|
138K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
73.8K+ 10512.54% |
$466K - $604K
|
74.5K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
70.6K+ 41.5% |
$446K - $578K
|
241K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
70.4KNew |
$445K - $576K
|
70.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.6K+ 19.2% |
$358K - $464K
|
351K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.3K+ 39.44% |
$356K - $461K
|
199K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
56.2K+ 7.43% |
$355K - $461K
|
814K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
52.3KNew |
$331K - $428K
|
52.3K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48.7KNew |
$308K - $399K
|
48.7K
$704K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
47.7K+ 92.96% |
$301K - $390K
|
99K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
47.2KNew |
$298K - $387K
|
47.2K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
42.8KNew |
$271K - $351K
|
42.8K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
41.9K+ 3.81% |
$265K - $344K
|
1.14M
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
40.8KNew |
$258K - $334K
|
40.8K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.1KNew |
$253K - $328K
|
40.1K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
40KNew |
$253K - $328K
|
40K
$579K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40KNew |
$253K - $327K
|
40K
$579K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.1K+ 20.21% |
$241K - $312K
|
227K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
37.8K+ 51.99% |
$239K - $310K
|
111K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.1K+ 161.23% |
$234K - $304K
|
60.1K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
34.4KNew |
$217K - $281K
|
34.4K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
31.3K+ 75.0% |
$198K - $256K
|
73K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
31K+ 13.16% |
$196K - $254K
|
267K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
30.2K+ 20.86% |
$191K - $248K
|
175K
$2.54M
|