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 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23.9K+ 23.23% |
$103K - $142K
|
127K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
23.4KNew |
$101K - $139K
|
23.4K
$338K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
23.3K+ 197.01% |
$100K - $139K
|
35.1K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
23.3K+ 197.01% |
$100K - $139K
|
35.1K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22.3KNew |
$96.1K - $133K
|
22.3K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
22.3K+ 2.3% |
$95.8K - $133K
|
989K
$14.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
21.5KNew |
$92.6K - $128K
|
21.5K
$312K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
21.4K+ 142.33% |
$91.8K - $127K
|
36.4K
$526K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 4.0% |
$90.9K - $126K
|
549K
$7.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$85.7K - $119K
|
19.9K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
18.9KNew |
$81.4K - $113K
|
18.9K
$274K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
18.8KNew |
$81K - $112K
|
18.8K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$78.2K - $108K
|
18.2K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
18.1KNew |
$78K - $108K
|
18.1K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.1K+ 27.11% |
$77.6K - $107K
|
84.6K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
18KNew |
$77.4K - $107K
|
18K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
17.7K+ 2.06% |
$76.1K - $105K
|
878K
$12.7M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17.5KNew |
$75.4K - $104K
|
17.5K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 10.59% |
$72.7K - $101K
|
176K
$2.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.8KNew |
$72.4K - $100K
|
16.8K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$71K - $98.2K
|
16.5K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 35.46% |
$70.7K - $97.8K
|
62.8K
$909K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
16.4K+ 12.56% |
$70.6K - $97.7K
|
147K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$70.5K - $97.6K
|
16.4K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.3KNew |
$70.3K - $97.3K
|
16.3K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
16.2K+ 96.86% |
$69.7K - $96.4K
|
32.9K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.1KNew |
$64.8K - $89.6K
|
15.1K
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
14.8KNew |
$63.6K - $88K
|
14.8K
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
14.3KNew |
$61.3K - $84.8K
|
14.3K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.2KNew |
$61K - $84.5K
|
14.2K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
14.1K+ 4.71% |
$60.6K - $83.8K
|
313K
$4.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14K+ 3.51% |
$60.2K - $83.3K
|
413K
$5.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$58.8K - $81.4K
|
13.7K
$198K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.4KNew |
$57.8K - $80K
|
13.4K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.2KNew |
$56.9K - $78.7K
|
13.2K
$191K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
13.2KNew |
$56.5K - $78.2K
|
13.2K
$190K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.8KNew |
$55.1K - $76.3K
|
12.8K
$186K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
12.8KNew |
$55.1K - $76.2K
|
12.8K
$185K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
12.8K+ 86.99% |
$54.8K - $75.9K
|
27.4K
$397K
|
|
|
Nov 14, 2024
Q4 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$53.8K - $74.4K
|
12.5K
$181K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
12.1K+ 10.15% |
$52K - $72K
|
131K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6K+ 2.17% |
$50K - $69.2K
|
548K
$7.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.6KNew |
$49.8K - $68.8K
|
11.6K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3KNew |
$48.8K - $67.5K
|
11.3K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.7KNew |
$46K - $63.6K
|
10.7K
$155K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
10.5K+ 91.3% |
$45.2K - $62.5K
|
22K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.3KNew |
$44.5K - $61.5K
|
10.3K
$150K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$44K - $60.9K
|
10.2K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.1KNew |
$43.3K - $59.9K
|
10.1K
$146K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10KNew |
$43K - $59.5K
|
10K
$145K
|