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 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-141K- 38.04% |
$605K - $837K
|
229K
$3.31M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-150KClosed |
$645K - $893K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-157K- 16.98% |
$674K - $933K
|
766K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-160K- 29.48% |
$688K - $952K
|
383K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-171K- 40.54% |
$736K - $1.02M
|
251K
$3.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-176K- 20.18% |
$758K - $1.05M
|
698K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-177K- 3.49% |
$763K - $1.06M
|
4.91M
$71M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-183K- 22.61% |
$788K - $1.09M
|
627K
$9.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-193K- 76.19% |
$829K - $1.15M
|
60.2K
$872K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-199K- 14.04% |
$855K - $1.18M
|
1.22M
$17.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-223K- 85.69% |
$961K - $1.33M
|
37.3K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-224K- 23.54% |
$962K - $1.33M
|
726K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-228K- 81.91% |
$979K - $1.35M
|
50.3K
$728K
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-245K- 16.47% |
$1.05M - $1.46M
|
1.24M
$18M
|
|
|
Feb 12, 2025
Q4 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-251K- 26.31% |
$1.08M - $1.49M
|
702K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-305K- 18.31% |
$1.31M - $1.82M
|
1.36M
$19.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-308K- 36.77% |
$1.33M - $1.83M
|
530K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-310K- 15.11% |
$1.33M - $1.84M
|
1.74M
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-345K- 2.94% |
$1.48M - $2.05M
|
11.4M
$165M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-414K- 95.49% |
$1.78M - $2.46M
|
19.6K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-544K- 56.88% |
$2.34M - $3.24M
|
412K
$5.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-553K- 12.81% |
$2.38M - $3.29M
|
3.77M
$54.5M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-649K- 87.11% |
$2.79M - $3.86M
|
96K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-661K- 98.12% |
$2.84M - $3.93M
|
12.6K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-866K- 12.36% |
$3.73M - $5.16M
|
6.15M
$88.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01M- 39.86% |
$4.33M - $5.99M
|
1.52M
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.54M- 58.19% |
$6.63M - $9.17M
|
1.11M
$16M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.82M- 79.79% |
$7.82M - $10.8M
|
460K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-1.9M- 90.26% |
$8.19M - $11.3M
|
205K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.32M- 67.79% |
$14.3M - $19.8M
|
1.58M
$22.8M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.36M- 96.42% |
$14.5M - $20M
|
125K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.46M- 56.27% |
$14.9M - $20.6M
|
2.69M
$38.9M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.46M- 56.27% |
$14.9M - $20.6M
|
2.69M
$38.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Riverwood Capital Management Ltd.
|
SELL
|
- |
-5.48M- 71.26% |
$23.6M - $32.6M
|
2.21M
$32M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.1M- 99.9% |
$77.9M - $108M
|
18.1K
$263K
|