Stock TransactionsSOFI TECHNOLOGIES INC

Total Bought
14,483,657
118 transactions
Total Sold
4,891,610
78 transactions
Net
+9,592,047
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Ghisallo Capital Management LLC06,000,000+6,000,0000.460.47+0.01buy
MIZUHO MARKETS AMERICAS LLC604,9923,045,737+2,440,7450.120.56+0.43buy
GEODE CAPITAL MANAGEMENT, LLC15,774,01517,260,278+1,486,2630.010.010.00buy
Rockefeller Capital Management L.P.995,8741,832,367+836,4930.020.030.00buy
Nikko Asset Management Americas, Inc.10,767,30211,457,940+690,6380.780.87+0.09buy
STATE OF MICHIGAN RETIREMENT SYSTEM1,000,0001,500,000+500,0000.040.05+0.01buy
Azora Capital LP3,675,8753,995,167+319,2921.941.22-0.73buy
JANE STREET GROUP, LLC9,388,8789,091,058+297,8200.110.08-0.03sell
Swiss National Bank1,798,4001,973,900+175,5000.010.01-0.00buy
Connor, Clark & Lunn Investment Management Ltd.1,088,3021,251,493+163,1910.030.03+0.00buy
MARK ASSET MANAGEMENT LP189,389340,654+151,2650.190.30+0.11buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO179,395294,711+115,3160.000.000.00buy
NORDEA INVESTMENT MANAGEMENT AB839,626941,232+101,6060.010.01-0.00buy
TOWNSQUARE CAPITAL LLC992,3561,086,173+93,8170.110.100.00buy
Patient Capital Management, LLC3,760,5973,845,038+84,4411.341.35+0.01buy
FIRETHORN WEALTH PARTNERS, LLC171,979254,680+82,7010.740.95+0.21buy
Soltis Investment Advisors LLC40,428116,828+76,4000.030.08+0.05buy
Texas Capital Bank Wealth Management Services Inc30,000100,000+70,0000.020.07+0.04buy
JONES FINANCIAL COMPANIES LLLP20,67889,034+68,3560.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM915,900981,822+65,9220.010.01-0.00buy
ALGERT GLOBAL LLC223,710286,786+63,0760.060.070.00buy
IPG Investment Advisors LLC13,50063,000+49,5000.020.09+0.07buy
Clarity Capital Partners LLC386,318435,180+48,8621.861.76-0.09buy
GSA CAPITAL PARTNERS LLP67,562116,284+48,7220.040.060.00buy
Baltimore-Washington Financial Advisors, Inc.459,098504,963+45,8650.210.19-0.02buy
Laird Norton Wetherby Trust Company, LLC20,26164,495+44,2340.020.06+0.04buy
Well Done, LLC183,918225,301+41,3830.260.31+0.05buy
Wealthfront Advisers LLC45,43186,624+41,1930.000.00+0.00buy
Marex Group plc66,59899,593+32,9950.020.02+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)193,295222,899+29,6040.010.000.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO363,812392,851+29,0390.010.010.00buy
Lauer Wealth, LLC44,25770,803+26,5460.290.33+0.04buy
Evercore Wealth Management, LLC10,84935,849+25,0000.000.00+0.00buy
Mariner, LLC422,699397,722+24,9770.010.010.00sell
Reynders McVeigh Capital Management, LLC183,743208,433+24,6900.080.08+0.00buy
Treasurer of the State of North Carolina424,529448,377+23,8480.010.010.00buy
Concurrent Investment Advisors, LLC67,20589,416+22,2110.020.02-0.00buy
Triumph Capital Management362,385383,454+21,0691.070.99-0.08buy
PFG Investments, LLC62,22282,397+20,1750.030.04+0.01buy
Summit Trail Advisors, LLC259,916279,609+19,6930.050.05-0.00buy
OPPENHEIMER & CO INC229,804246,803+16,9990.030.03-0.00buy
Walleye Trading LLC1,480,5461,495,597+15,0510.210.24+0.02buy
PINNACLE ASSOCIATES LTD29,04743,476+14,4290.000.00+0.00buy
Kensington Investment Counsel, LLC10,17623,686+13,5100.030.07+0.04buy
DnB Asset Management AS83,23795,954+12,7170.000.00-0.00buy
SEGALL BRYANT & HAMILL, LLC454,840467,516+12,6760.060.05-0.01buy
Forum Financial Management, LP24,57235,717+11,1450.000.00+0.00buy
Utah Retirement Systems160,300170,500+10,2000.010.01-0.00buy
SageView Advisory Group, LLC2,09711,892+9,7950.010.00-0.01buy
StoneX Group Inc.10,88420,638+9,7540.040.06+0.02buy
Kovack Advisors, Inc.125,315135,019+9,7040.110.10-0.01buy
BRIGHTON JONES LLC714,375723,985+9,6100.190.16-0.03buy
Pegasus Asset Management, Inc.101,985111,344+9,3590.290.28-0.01buy
Axim Planning & Wealth28,00036,758+8,7580.170.29+0.13buy
FOX RUN MANAGEMENT, L.L.C.19,93228,573+8,6410.030.04+0.00buy
Xcel Wealth Management, LLC59,77068,020+8,2500.140.14+0.00buy
Perennial Investment Advisors, LLC82,06089,926+7,8660.090.09-0.01buy
Traynor Capital Management, Inc.18,51226,101+7,5890.010.01+0.00buy
Marshall Financial Group, LLC12,22419,806+7,5820.030.04+0.01buy
EP Wealth Advisors, LLC376,722382,844+6,1220.030.03-0.01buy
M Holdings Securities, Inc.33,39039,320+5,9300.040.03-0.01buy
Compound Planning, Inc.45,20450,693+5,4890.030.02-0.01buy
KENNEDY INVESTMENT GROUP110,900116,100+5,2000.430.39-0.04buy
Arkadios Wealth Advisors49,64754,226+4,5790.030.02-0.00buy
Cresset Asset Management, LLC886,374881,830+4,5440.030.030.00sell
Probity Advisors, Inc.19,73724,264+4,5270.030.03+0.00buy
Lakeshore Financial Planning, Inc.83,30687,813+4,5070.310.28-0.02buy
Independent Advisor Alliance13,61017,493+3,8830.000.00+0.00buy
River Street Advisors LLC43,28247,146+3,8640.210.19-0.02buy
Clay Northam Wealth Management, LLC11,47815,336+3,8580.070.08+0.01buy
LEVEL FOUR ADVISORY SERVICES, LLC28,06431,462+3,3980.020.01-0.01buy
INSIGNEO ADVISORY SERVICES, LLC12,25315,602+3,3490.010.01+0.00buy
Tradition Wealth Management, LLC52,41055,653+3,2430.040.04-0.00buy
Wealthcare Advisory Partners LLC26,66629,880+3,2140.010.01-0.00buy
Second Line Capital, LLC241,246244,446+3,2000.570.49-0.08buy
CALTON & ASSOCIATES, INC.27,35030,350+3,0000.100.10+0.00buy
Miracle Mile Advisors, LLC81,35084,350+3,0000.010.01-0.00buy
Dynamic Advisor Solutions LLC31,27633,771+2,4950.010.01-0.00buy
FOUNDERS FINANCIAL SECURITIES LLC25,06027,060+2,0000.020.02-0.00buy
Fortis Advisors, LLC42,55044,550+2,0000.210.21-0.00buy
TRUEFG, LLC13,80015,300+1,5000.040.04-0.00buy
Global Retirement Partners, LLC36,82938,279+1,4500.010.010.00buy
San Luis Wealth Advisors LLC58,82760,245+1,4180.230.09-0.13buy
CIBC Private Wealth Group LLC61,31559,957+1,3580.000.000.00sell
Regal Investment Advisors LLC18,43419,774+1,3400.010.01-0.00buy
Interchange Capital Partners, LLC21,14122,396+1,2550.110.05-0.06buy
D.A. DAVIDSON & CO.83,16384,342+1,1790.010.00-0.00buy
Pathway Financial Advisers, LLC43,25644,352+1,0960.110.11-0.01buy
Global Financial Private Client, LLC12,92713,931+1,0040.040.04-0.00buy
Bank of New Hampshire2,0003,000+1,0000.000.01+0.00buy
TWIN PEAKS WEALTH ADVISORS, LLC10,99711,997+1,0000.040.04-0.01buy
CHAPIN DAVIS, INC.13,52514,525+1,0000.040.03-0.00buy
HHM Wealth Advisors, LLC2,4503,450+1,0000.000.00+0.00buy
Ballentine Partners, LLC13,15514,122+9670.000.00-0.00buy
Quadcap Wealth Management, LLC10,68611,598+9120.020.01-0.00buy
GREAT VALLEY ADVISOR GROUP, INC.59,80860,635+8270.010.01-0.00buy
Western Wealth Management, LLC46,71147,473+7620.030.02-0.00buy
Modus Advisors, LLC10,62011,370+7500.030.03-0.00buy
Steele Capital Management, Inc.10,75011,500+7500.000.00-0.00buy
Geneos Wealth Management Inc.10,74210,025+7170.000.000.00sell
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