Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$470 - $757
|
42
$666
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
301K+ 8669.81% |
$3.36M - $5.42M
|
304K
$4.82M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$181K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.1KNew |
$180K - $290K
|
16.1K
$255K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
20.1K+ 12.48% |
$224K - $362K
|
181K
$2.87M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.24K - $3.61K
|
200
$3.17K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.7K- 44.91% |
$176K - $284K
|
19.3K
$306K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
206K+ 8.17% |
$2.3M - $3.71M
|
2.73M
$43.2M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-750- 9.15% |
$8.39K - $13.5K
|
7.45K
$118K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 10.87% |
$15.7K - $25.3K
|
11.5K
$182K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.63K+ 5.18% |
$18.2K - $29.4K
|
33.1K
$525K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
37New |
$414 - $667
|
37
$586
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$407K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.69M- 62.46% |
$41.3M - $66.6M
|
2.22M
$35.2M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
3.5MNew |
$39.1M - $63.1M
|
3.5M
$55.5M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-254K- 13.64% |
$2.84M - $4.58M
|
1.61M
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-220K- 17.57% |
$2.46M - $3.96M
|
1.03M
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 22.42% |
$160K - $258K
|
78K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.2K+ 33.13% |
$69.3K - $112K
|
24.9K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
440+ 220.0% |
$4.92K - $7.93K
|
640
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-161K- 73.46% |
$1.8M - $2.91M
|
58.3K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
858New |
$9.59K - $15.5K
|
858
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.36K- 37.46% |
$82.3K - $133K
|
12.3K
$195K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-33.2K- 0.18% |
$371K - $598K
|
18.7M
$297M
|
|
|
May 15, 2025
Q1 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
94.4KNew |
$1.05M - $1.7M
|
94.4K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.14M+ 3909.86% |
$46.3M - $74.7M
|
4.25M
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.77K- 56.4% |
$19.8K - $31.9K
|
1.37K
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 14.29% |
$112 - $180
|
80
$1.27K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
10+ 500.0% |
$112 - $180
|
12
$190
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$335K - $540K
|
30K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-2.17M- 49.03% |
$24.2M - $39.1M
|
2.25M
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.1M+ 3202.06% |
$68.2M - $110M
|
6.29M
$99.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
224K+ 420.68% |
$2.5M - $4.04M
|
277K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
45.9K+ 10.25% |
$513K - $828K
|
494K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.3K+ 95.9% |
$138K - $222K
|
25.2K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-689- 0.37% |
$7.7K - $12.4K
|
183K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 9.84% |
$39K - $62.9K
|
39K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.67K- 17.47% |
$52.2K - $84.2K
|
22.1K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.84% |
$27.5K - $44.4K
|
53.3K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
12.6K+ 8.48% |
$141K - $227K
|
161K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$20.8K - $33.5K
|
21.2K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 13.52% |
$131K - $211K
|
98.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.39K+ 9.0% |
$71.5K - $115K
|
77.4K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
17.9K+ 7.74% |
$200K - $322K
|
249K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 19.12% |
$351K - $565K
|
195K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.37KNew |
$37.7K - $60.8K
|
3.37K
$53.4K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
93.8K+ 28.8% |
$1.05M - $1.69M
|
420K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 0.76% |
$3.24K - $5.23K
|
38K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.2K- 1.76% |
$91.7K - $148K
|
458K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
630K+ 634.07% |
$7.04M - $11.4M
|
729K
$11.6M
|