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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.97K+ 1259.92% |
$42.9K - $59.3K
|
10.8K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.95K+ 4.59% |
$42.8K - $59.2K
|
227K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
9K+ 2.64% |
$38.7K - $53.6K
|
350K
$5.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.92K+ 32.01% |
$38.4K - $53.1K
|
36.8K
$533K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.25K+ 22.17% |
$35.5K - $49.1K
|
45.5K
$658K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.23KNew |
$35.4K - $49K
|
8.23K
$119K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
7.89K+ 14.48% |
$33.9K - $47K
|
62.4K
$903K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
7.6K+ 131.03% |
$32.7K - $45.2K
|
13.4K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
7.41K+ 4.58% |
$31.9K - $44.1K
|
169K
$2.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.18K+ 26.41% |
$30.9K - $42.7K
|
34.3K
$497K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.92K+ 3.5% |
$29.7K - $41.2K
|
204K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.92K+ 3.5% |
$29.7K - $41.2K
|
204K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6.85K+ 36.19% |
$29.5K - $40.8K
|
25.8K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 25.22% |
$28.8K - $39.9K
|
33.3K
$482K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.91K+ 25.36% |
$25.4K - $35.2K
|
29.2K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.66K+ 2.23% |
$24.3K - $33.7K
|
259K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5.18KNew |
$22.3K - $30.8K
|
5.18K
$74.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5K+ 15.19% |
$21.5K - $29.8K
|
37.9K
$549K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
5KNew |
$21.5K - $29.8K
|
5K
$72.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
5KNew |
$21.5K - $29.8K
|
5K
$72.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.92K+ 2.65% |
$21.2K - $29.3K
|
190K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.8K+ 3.47% |
$20.6K - $28.6K
|
143K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.77KNew |
$20.5K - $28.4K
|
4.77K
$69K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.75K+ 46.32% |
$20.4K - $28.3K
|
15K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
4.6KNew |
$19.8K - $27.4K
|
4.6K
$66.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.03K+ 2.77% |
$17.3K - $24K
|
149K
$2.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.85K+ 10.27% |
$16.6K - $22.9K
|
41.4K
$598K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 29.64% |
$15.8K - $21.8K
|
16.1K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
3.5KNew |
$15.1K - $20.8K
|
3.5K
$50.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47K+ 12.86% |
$14.9K - $20.7K
|
30.5K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.41K+ 17.64% |
$14.6K - $20.3K
|
22.7K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.1KNew |
$13.3K - $18.4K
|
3.1K
$44.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.04KNew |
$13.1K - $18.1K
|
3.04K
$43.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.01K+ 10.17% |
$12.9K - $17.9K
|
32.5K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.98K+ 32.03% |
$12.8K - $17.7K
|
12.3K
$178K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.92K+ 127.11% |
$12.6K - $17.4K
|
5.22K
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 13.2% |
$12.3K - $17K
|
24.6K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.8K+ 19.05% |
$12K - $16.7K
|
17.5K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.75K+ 13.7% |
$11.8K - $16.4K
|
22.9K
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.74K+ 4.97% |
$11.8K - $16.3K
|
57.7K
$836K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 11.95% |
$11.2K - $15.5K
|
24.5K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.53K+ 3.18% |
$10.9K - $15.1K
|
82K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.51KNew |
$10.8K - $14.9K
|
2.51K
$36.3K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.38K+ 3.13% |
$10.2K - $14.1K
|
78.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.3KNew |
$9.88K - $13.7K
|
2.3K
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 9.58% |
$9.8K - $13.6K
|
26.1K
$377K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.2K+ 137.5% |
$9.46K - $13.1K
|
3.8K
$55K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.2K+ 98.21% |
$9.46K - $13.1K
|
4.44K
$64.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.19K+ 5.27% |
$9.41K - $13K
|
43.7K
$632K
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.17K+ 1.64% |
$9.34K - $12.9K
|
134K
$1.94M
|