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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.23K- 5.29% |
$33.1K - $42.8K
|
93.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.38K- 2.58% |
$34K - $44.1K
|
203K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.47K- 0.71% |
$34.5K - $44.8K
|
763K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-6.07K- 47.81% |
$38.4K - $49.7K
|
6.63K
$95.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
SELL
|
- |
-6.21K- 14.82% |
$39.2K - $50.8K
|
35.7K
$516K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.71K- 9.83% |
$42.4K - $55K
|
61.5K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.08K- 1.85% |
$44.7K - $58K
|
376K
$5.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.86K- 8.16% |
$49.7K - $64.4K
|
88.5K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.18K- 2.08% |
$51.7K - $67K
|
385K
$5.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.51K- 38.02% |
$53.8K - $69.7K
|
13.9K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.63K- 10.97% |
$54.6K - $70.7K
|
70.1K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.7K- 34.56% |
$55K - $71.3K
|
16.5K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-9.3K- 16.23% |
$58.8K - $76.2K
|
48K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.3K- 56.34% |
$65K - $84.2K
|
7.97K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 30.26% |
$68.6K - $88.9K
|
25K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-11.2K- 1.52% |
$70.8K - $91.7K
|
727K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.4K- 38.26% |
$72.3K - $93.6K
|
18.4K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.52% |
$75.8K - $98.2K
|
328K
$4.75M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-12K- 19.67% |
$75.8K - $98.3K
|
49K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-12.4K- 53.7% |
$78.1K - $101K
|
10.7K
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-12.8K- 2.48% |
$80.9K - $105K
|
504K
$7.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.1K- 23.36% |
$82.7K - $107K
|
42.9K
$621K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-13.4K- 0.68% |
$84.7K - $110K
|
1.96M
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13.6K- 18.75% |
$85.9K - $111K
|
58.9K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.7K- 21.68% |
$86.3K - $112K
|
49.3K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13.9K- 49.62% |
$87.9K - $114K
|
14.1K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-14K- 46.21% |
$88.6K - $115K
|
16.3K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 13.17% |
$90.3K - $117K
|
94.2K
$1.36M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.3K- 7.05% |
$90.4K - $117K
|
189K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.3K- 7.05% |
$90.4K - $117K
|
189K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 5.33% |
$96.7K - $125K
|
271K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-16.3K- 46.74% |
$103K - $133K
|
18.6K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16.9K- 10.67% |
$107K - $138K
|
141K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.1K- 67.0% |
$108K - $140K
|
8.43K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-17.2K- 60.21% |
$109K - $141K
|
11.4K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-17.3K- 19.64% |
$109K - $142K
|
70.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-17.9K- 63.64% |
$113K - $147K
|
10.3K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 3.93% |
$116K - $151K
|
449K
$6.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.6K- 4.74% |
$118K - $153K
|
374K
$5.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19K- 5.18% |
$120K - $155K
|
347K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-19K- 2.62% |
$120K - $155K
|
705K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-21.1K- 67.65% |
$134K - $173K
|
10.1K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-24.3K- 26.19% |
$153K - $199K
|
68.4K
$989K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25K- 5.31% |
$158K - $204K
|
445K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-27.3K- 51.88% |
$172K - $223K
|
25.3K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 7.87% |
$173K - $224K
|
321K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-28.4K- 63.5% |
$179K - $233K
|
16.3K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-29.3K- 2.98% |
$185K - $240K
|
953K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-29.4K- 35.62% |
$186K - $240K
|
53K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.5K- 16.71% |
$187K - $242K
|
147K
$2.13M
|