Purchases and Sales Made in Q4 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2022. 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 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 21.04% |
$513K - $709K
|
686K
$9.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
118KNew |
$506K - $700K
|
118K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
113K+ 39.18% |
$485K - $672K
|
401K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
107K+ 167.86% |
$462K - $639K
|
171K
$2.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105K+ 60.25% |
$450K - $623K
|
278K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
99.9KNew |
$430K - $595K
|
99.9K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
91.6KNew |
$394K - $545K
|
91.6K
$1.33M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
90.4KNew |
$389K - $538K
|
90.4K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
88K+ 463.16% |
$378K - $524K
|
107K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
84.1K+ 30.32% |
$362K - $500K
|
361K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.9K+ 16.78% |
$318K - $440K
|
514K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.6K+ 9.5% |
$308K - $426K
|
825K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fore Capital, LLC
|
BUY
|
- |
70KNew |
$301K - $417K
|
70K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
69.1K+ 7.36% |
$297K - $411K
|
1.01M
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
66KNew |
$284K - $393K
|
66K
$955K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
61.2KNew |
$263K - $364K
|
61.2K
$885K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
52.1KNew |
$224K - $310K
|
52.1K
$754K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
52.1K+ 182.02% |
$224K - $310K
|
80.7K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.6K+ 38.84% |
$222K - $307K
|
184K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
50.9KNew |
$219K - $303K
|
50.9K
$737K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50K+ 20.04% |
$215K - $298K
|
300K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
49.2K+ 37.86% |
$212K - $293K
|
179K
$2.59M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
46.7KNew |
$201K - $278K
|
46.7K
$676K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
45K+ 382.33% |
$194K - $268K
|
56.8K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
45KNew |
$194K - $268K
|
45K
$651K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.3K+ 21.56% |
$186K - $257K
|
244K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
43.2K+ 128.09% |
$186K - $257K
|
76.9K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
42.6KNew |
$183K - $253K
|
42.6K
$616K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.3KNew |
$177K - $246K
|
41.3K
$597K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
40.6KNew |
$175K - $242K
|
40.6K
$588K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
39.8KNew |
$171K - $237K
|
39.8K
$577K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
39.3K+ 10.52% |
$169K - $234K
|
413K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.7K+ 179.31% |
$166K - $230K
|
60.3K
$873K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.5K+ 6306.73% |
$161K - $223K
|
38.1K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
37.2KNew |
$160K - $221K
|
37.2K
$538K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.8K+ 86.81% |
$158K - $219K
|
79.2K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6K+ 9.23% |
$157K - $218K
|
434K
$6.27M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
36.4K+ 76.51% |
$156K - $216K
|
83.9K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
36.1K+ 2.56% |
$155K - $215K
|
1.45M
$20.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
34KNew |
$146K - $202K
|
34K
$492K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.7K+ 6.89% |
$145K - $200K
|
523K
$7.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
31.7KNew |
$136K - $189K
|
31.7K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
28.9K+ 373.0% |
$124K - $172K
|
36.6K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
28KNew |
$120K - $167K
|
28K
$405K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
27.1K+ 37.61% |
$117K - $161K
|
99.2K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
26.9K+ 61.14% |
$116K - $160K
|
70.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
26.5K+ 121.99% |
$114K - $158K
|
48.3K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
26.5K+ 65.0% |
$114K - $158K
|
67.3K
$973K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
25.8K+ 7.7% |
$111K - $154K
|
362K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24.5KNew |
$105K - $146K
|
24.5K
$355K
|