Purchases and Sales Made in Q4 2021 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$276K - $450K
|
19.3K
$279K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
19.3KNew |
$275K - $450K
|
19.3K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
18.2K+ 0.79% |
$260K - $425K
|
2.32M
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$259K - $423K
|
18.2K
$263K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
17.8K+ 150.32% |
$254K - $414K
|
29.6K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 36.08% |
$251K - $410K
|
66.4K
$961K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17.1K+ 66.08% |
$244K - $397K
|
42.9K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 18.73% |
$241K - $393K
|
107K
$1.55M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
16.5K+ 14.61% |
$236K - $385K
|
130K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 113.49% |
$227K - $370K
|
29.9K
$432K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14.8KNew |
$211K - $345K
|
14.8K
$214K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$209K - $342K
|
14.7K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
14K+ 2806.8% |
$200K - $327K
|
14.5K
$210K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14KNew |
$200K - $327K
|
14K
$203K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.6K+ 10.36% |
$194K - $316K
|
145K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5KNew |
$192K - $314K
|
13.5K
$195K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
13.3KNew |
$190K - $310K
|
13.3K
$193K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$186K - $303K
|
13K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.8K+ 537.45% |
$183K - $299K
|
15.2K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
12.7KNew |
$181K - $296K
|
12.7K
$184K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.6KNew |
$180K - $294K
|
12.6K
$183K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.5KNew |
$179K - $292K
|
12.5K
$181K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$178K - $291K
|
12.5K
$181K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$178K - $291K
|
12.5K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
12.4K+ 14.69% |
$177K - $288K
|
96.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$173K - $282K
|
12.1K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
12KNew |
$172K - $280K
|
12K
$174K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12K+ 56.0% |
$171K - $279K
|
33.3K
$483K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12KNew |
$171K - $278K
|
12K
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
11.8KNew |
$169K - $276K
|
11.8K
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.5KNew |
$164K - $268K
|
11.5K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.4KNew |
$162K - $265K
|
11.4K
$164K
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11.3KNew |
$161K - $263K
|
11.3K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.2KNew |
$159K - $260K
|
11.2K
$162K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11KNew |
$157K - $256K
|
11K
$159K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$156K - $254K
|
10.9K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$155K - $253K
|
10.8K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
10.7KNew |
$152K - $248K
|
10.7K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10.6KNew |
$151K - $247K
|
10.6K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$150K - $245K
|
10.5K
$152K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$150K - $245K
|
10.5K
$152K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$150K - $245K
|
10.5K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
10.3K+ 103.0% |
$147K - $240K
|
20.3K
$294K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
10.3K+ 66.0% |
$147K - $240K
|
25.9K
$375K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.1KNew |
$145K - $236K
|
10.1K
$147K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10KNew |
$143K - $233K
|
10K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.1K+ 78.25% |
$116K - $189K
|
18.5K
$267K
|
|
|
Dec 09, 2024
Q4 2021
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.74KNew |
$96.2K - $157K
|
6.74K
$97.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
6.59K+ 6.53% |
$94.1K - $154K
|
108K
$1.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.38KNew |
$91K - $148K
|
6.38K
$92.3K
|