Purchases and Sales Made in Q4 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2024. 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, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.81K+ 29.74% |
$67.3K - $149K
|
38.5K
$556K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.72K+ 849.37% |
$66.6K - $147K
|
9.75K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.68K+ 105.66% |
$66.2K - $146K
|
16.9K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.63K+ 28.2% |
$65.8K - $146K
|
39.2K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.23KNew |
$62.8K - $139K
|
8.23K
$119K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 2.09% |
$61.8K - $137K
|
396K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.98K+ 10.95% |
$60.9K - $135K
|
80.8K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.88K+ 14.25% |
$60.2K - $133K
|
63.2K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.73K+ 44.17% |
$59K - $130K
|
25.2K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.55K+ 72.22% |
$57.6K - $127K
|
18K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.5KNew |
$57.2K - $127K
|
7.5K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.33K+ 16.08% |
$55.9K - $124K
|
52.9K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.25K+ 37.07% |
$47.6K - $105K
|
23.1K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.02K+ 9.69% |
$45.9K - $102K
|
68.1K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.7K+ 52.5% |
$43.5K - $96.2K
|
16.5K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.65K+ 9.86% |
$43.1K - $95.4K
|
63K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.59K+ 7.58% |
$42.7K - $94.4K
|
79.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.53K+ 9.62% |
$42.2K - $93.4K
|
63.1K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.5K+ 91.67% |
$42K - $92.8K
|
11.5K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.48K+ 15.22% |
$41.8K - $92.4K
|
41.4K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.8K+ 2.82% |
$36.6K - $81K
|
175K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.6K+ 1.59% |
$35.1K - $77.6K
|
294K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.53K+ 11.3% |
$34.6K - $76.5K
|
44.6K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.27K+ 6.04% |
$32.6K - $72K
|
75K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.75K+ 36.05% |
$28.6K - $63.3K
|
14.1K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.71K+ 3.43% |
$28.3K - $62.6K
|
112K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.59K+ 1.77% |
$27.4K - $60.6K
|
207K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 1.27% |
$26.6K - $58.9K
|
277K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.49K+ 23.51% |
$26.6K - $58.8K
|
18.3K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3K+ 29.28% |
$22.9K - $50.7K
|
13.3K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.99KNew |
$22.8K - $50.5K
|
2.99K
$43.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.98K+ 6.4% |
$22.8K - $50.4K
|
49.6K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.91K+ 16.5% |
$22.2K - $49.2K
|
20.6K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 1.44% |
$22K - $48.6K
|
202K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87K+ 24.23% |
$21.9K - $48.4K
|
14.7K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.77K+ 5.57% |
$21.2K - $46.8K
|
52.6K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.74K+ 8.14% |
$20.9K - $46.2K
|
36.4K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7K+ 15.71% |
$20.6K - $45.5K
|
19.9K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.65K+ 15.45% |
$20.2K - $44.6K
|
19.8K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.48KNew |
$18.9K - $41.8K
|
2.48K
$35.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.4K+ 9.06% |
$18.3K - $40.5K
|
28.9K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 8.35% |
$18K - $39.7K
|
30.5K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.27K+ 3.73% |
$17.3K - $38.3K
|
63.1K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.17KNew |
$16.5K - $36.6K
|
2.17K
$31.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.13K+ 63.47% |
$16.3K - $36K
|
5.49K
$79.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.11KNew |
$16.1K - $35.6K
|
2.11K
$30.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 5.35% |
$15.6K - $34.6K
|
40.3K
$583K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$15.3K - $33.8K
|
2K
$28.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 2.94% |
$13.6K - $30.1K
|
62.3K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$46.9K
|