Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SoFi Technologies, Inc (SOFI)  
$7.87 0.28 (3.69%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 540    11
Total shares held : 
 373,896,851  
% of shares held : 
 47.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   81  
Amount of shares held : 
 27,907,371  
% of shares held change : 
   3.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.84  
Last Quarter's Ending Price : 
 $9.95  
Last Quarter's Average Price : 
 $7.95  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (1.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 15,214,801
 4.07%
 
Increased Positions :
214
 40,161,770
 10.74%
 
Unchanged Positions :
125
 42,773,728
 11.44%
 
Decreased Positions :
144
-21,059,789
-5.63%
 
Closed Positions :
46
-6,409,411
-1.71%
 
Guru Positions :
1
185,001
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1158 - 2023-12-31 40,493,720 $402,913,000 -278,277
   TWO SIGMA INVESTMENTS LLC 59 - 2023-12-31 14,620,381 $145,473,000 -542,863
   TWO SIGMA ADVISERS, LLC 85 - 2023-12-31 11,608,000 $115,500,000 -2,562,900
   GOLDMAN SACHS GROUP INC/ 853 - 2023-12-31 6,438,164 $64,060,000 -611,940
   GPI CAPITAL L.P. 4 - 2023-12-31 3,749,760 $37,310,000 -300,000
   J P MORGAN CHASE & CO 1259 - 2023-12-31 3,603,517 $35,855,000 -77,040
   NUVEEN ASSET MANAGEMENT, LLC 1041 - 2023-12-31 2,390,221 $23,783,000 -8,119
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 384 - 2023-12-31 2,083,398 $20,730,000 -2,642,316
   BANK OF NEW YORK MELLON CORP 1586 - 2024-03-31 2,673,883 $19,519,000 -342,027
   D E SHAW & CO INC 541 - 2023-12-31 1,793,039 $17,841,000 -546,911
   Swiss National Bank 649 - 2023-12-31 1,778,800 $17,699,000 -190,300
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 773 - 2023-12-31 1,292,030 $12,856,000 -48,933
   Longitude (Cayman) Ltd. 1 - 2023-12-31 1,186,500 $11,806,000 -328,500
   GROUP ONE TRADING, L.P. 64 - 2023-12-31 1,149,068 $11,433,000 -72,432
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,097,204 $10,917,000 -48,182
   BANK OF AMERICA CORP /DE/ 2397 - 2023-12-31 984,662 $9,797,000 -3,151,671
   AMUNDI 839 - 2023-12-31 1,171,449 $9,746,000 -655,802
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 638 - 2023-12-31 960,492 $9,557,000 -35,883
   INVESCO LTD 1934 - 2023-12-31 772,847 $7,690,000 -35,788
   CAPROCK Group Inc. 31 - 2023-12-31 759,992 $7,562,000 -99,130
   FIRST TRUST ADVISORS LP 1100 - 2023-12-31 748,797 $7,451,000 -16,506
   HARTLINE INVESTMENT CORP/ 19 - 2023-12-31 721,163 $7,176,000 -144,593
   NEW YORK STATE COMMON RETIREMENT FUND 968 - 2023-12-31 705,200 $7,017,000 -59,559
   BRIGHTON JONES LLC 52 - 2023-12-31 685,060 $6,816,000 -9,571
   Connor Clark & Lunn Investment Management Ltd. 365 - 2023-12-31 619,858 $6,168,000 -147,686
   Trexquant Investment LP 192 - 2023-12-31 610,129 $6,071,000 -264,028
   Parkside Investments LLC 41 - 2024-03-31 794,210 $5,798,000 -90,970
   COMMONWEALTH EQUITY SERVICES LLC. 1009 - 2023-12-31 576,462 $5,736,000 -499,293
   UBS Group AG 1924 - 2023-12-31 550,339 $5,476,000 -5,840
   Cresset Asset Management LLC 358 - 2023-12-31 453,499 $4,512,000 -3,907
   CITIGROUP INC 1165 - 2023-12-31 447,988 $4,457,000 -766,979
   Advisor Group Holdings Inc. 1301 - 2023-12-31 429,327 $4,272,000 -281,813
   MARINER WEALTH ADVISORS, LLC 742 - 2023-12-31 426,188 $4,241,000 -263,834
   JANUS HENDERSON GROUP PLC 906 - 2023-12-31 402,140 $3,999,000 -415
   BANK OF MONTREAL /CAN/ 1144 - 2023-12-31 338,682 $3,488,000 -27,626
   MARSHALL WACE LLP 860 - 2023-12-31 327,900 $3,263,000 -518,752
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1495 - 2024-03-31 354,708 $2,589,000 -196,626
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 252,318 $2,511,000 -2,764
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 219,700 $2,186,000 -22,000
   Newbridge Financial Services Group Inc. 20 - 2024-03-31 289,476 $2,113,000 -4,472
   VAN ECK ASSOCIATES CORP 804 - 2023-12-31 191,593 $1,906,000 -2,997
   HIGHTOWER ADVISORS, LLC 1448 - 2023-12-31 185,370 $1,843,000 -54,140
   Bayesian Capital Management LP 144 - 2023-12-31 179,534 $1,786,000 -281,166
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1339 - 2024-03-31 243,114 $1,775,000 -244,862
   ADVISORY RESEARCH INC 101 - 2023-12-31 168,495 $1,677,000 -43,012
   FINANCIAL NETWORK 1053 - 2023-12-31 167,923 $1,671,000 -3,965
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 53 - 2023-12-31 160,312 $1,595,000 -321,656
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 886 - 2024-03-31 193,295 $1,411,000 -1,540
   BB&T CORP 1438 - 2023-12-31 135,268 $1,346,000 -24,800
   CREATIVE PLANNING 1087 - 2023-12-31 135,157 $1,345,000 -345,839
   Spire Wealth Management 330 - 2024-03-31 171,732 $1,254,000 -4,400
   NATIONAL ASSET MANAGEMENT, INC. 471 - 2023-12-31 120,648 $1,200,000 -6,488
   MULTIFINANCIAL SECURITIES CORP 718 - 2023-12-31 116,098 $1,155,000 -4,426
   JUPITER ASSET MANAGEMENT LTD 340 - 2023-12-31 110,049 $1,095,000 -59,536
   STIFEL FINANCIAL CORP 2132 - 2023-12-31 102,501 $1,020,000 -8,195
   Rockefeller Capital Management L.P. 1138 - 2023-12-31 99,164 $987,000 -520,526
   STRS OHIO 919 - 2023-12-31 98,778 $982,000 -15,896
   Pegasus Asset Management Inc. 46 - 2023-12-31 98,329 $978,000 -10,814
   COLONY GROUP LLC 432 - 2023-09-30 120,196 $960,000 -157
   PARALLAX VOLATILITY ADVISERS, LLC 284 - 2023-12-31 86,676 $862,000 -258,708
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1045 - 2023-09-30 105,335 $842,000 -221,252
   KENNEDY INVESTMENT GROUP 65 - 2024-03-31 110,900 $810,000 -500
   TEACHER RETIREMENT SYSTEM OF TEXAS 1112 - 2023-12-31 81,352 $809,000 -9,094
   MERCER GLOBAL ADVISORS INC /ADV 1071 - 2023-12-31 80,492 $801,000 -16,080
   Stratos Wealth Partners LTD. 715 - 2024-03-31 108,522 $792,000 -2,642
   VitalStone Financial LLC 31 - 2023-12-31 77,898 $775,000 -14,552
   Cetera Investment Advisers 1249 - 2023-12-31 77,597 $772,000 -518
   Perennial Investment Advisors LLC 133 - 2023-12-31 77,258 $769,000 -1,887
   AE Wealth Management LLC 1269 - 2023-12-31 94,769 $722,000 -16,868
   Solidarilty Wealth LLC 51 - 2023-12-31 65,661 $653,000 -806
   WELLINGTON MANAGEMENT CO LLP 1599 - 2023-12-31 62,546 $622,000 -1,324
   DNB NOR ASSET MANAGEMENT AS 602 - 2024-03-31 83,237 $608,000 -112,190
   ADVISORY SERVICES NETWORK, LLC 812 - 2023-12-31 61,117 $608,000 -2,443
   BP WEALTH MANAGEMENT LLC 439 - 2023-12-31 58,995 $587,000 -123,206
   PRINCIPAL FINANCIAL GROUP INC 1927 - 2023-12-31 58,845 $586,000 -666,794
   FMR LLC 2489 - 2023-12-31 58,782 $585,000 -2,259,123
   Alta Wealth Advisors LLC 77 - 2023-12-31 53,449 $532,000 -700
   GSA CAPITAL PARTNERS LLP 836 - 2023-12-31 47,049 $468,000 -130,744
   Aldebaran Financial Inc. 40 - 2023-12-31 46,120 $459,000 -3,165
   Perigon Wealth Management LLC 527 - 2023-12-31 44,799 $446,000 -1,213
   San Luis Wealth Advisors LLC 31 - 2024-03-31 58,827 $429,000 -154
   MEANS INVESTMENT CO. INC. 135 - 2024-03-31 57,692 $421,000 -3,086
   Venture Visionary Partners LLC 382 - 2023-12-31 39,932 $397,000 -147,285
   AMALGAMATED BANK 1408 - 2024-03-31 52,868 $386,000 -78,517
   Gladstone Institutional Advisory LLC 478 - 2023-12-31 37,700 $375,000 -10,850
   SIGNATUREFD, LLC 619 - 2023-12-31 32,791 $326,000 -502
   SG AMERICAS SECURITIES LLC 1514 - 2023-12-31 32,286 $321,000 -2,150
   Balentine LLC 384 - 2023-12-31 30,872 $307,000 -1,072
   Valeo Financial Advisors LLC 500 - 2024-03-31 39,716 $302,000 -3,000
   WCG Wealth Advisors LLC 280 - 2023-12-31 30,281 $301,000 -14,707
   CALIBER WEALTH MANAGEMENT LLC 56 - 2024-03-31 38,344 $280,000 -5,507
   DRIVE WEALTH MANAGEMENT LLC 229 - 2024-03-31 35,276 $258,000 -560
   ASSET MANAGEMENT CORP /IL/ /ADV 105 - 2023-03-31 42,329 $257,000 -31,250
   AtonRa Partners 94 - 2023-12-31 24,603 $245,000 -7,816
   Quantinno Capital Management LP 1017 - 2023-12-31 23,174 $231,000 -36,268
   Marathon Trading Investment Management LLC 112 - 2023-12-31 21,100 $210,000 -19,700
   SeaCrest Wealth Management LLC 567 - 2024-03-31 27,810 $203,000 -3,451
   REGAL INVESTMENT ADVISORS, LLC 515 - 2023-12-31 20,174 $201,000 -21,804
   DDFG Inc 69 - 2023-12-31 19,280 $192,000 -622
   Merit Financial Group LLC 736 - 2023-12-31 19,194 $191,000 -1,324
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us