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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.4KNew |
$15.7K - $25.2K
|
1.4K
$23.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 5.72% |
$302 - $487
|
499
$8.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-54- 91.53% |
$604 - $974
|
5
$83.9
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-57.5K- 63.68% |
$643K - $1.04M
|
32.8K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.9K+ 17.9% |
$1.02M - $1.64M
|
599K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
200+ 1.9% |
$2.24K - $3.61K
|
10.7K
$179K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.38K- 22.33% |
$82.5K - $133K
|
25.7K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2K+ 133.33% |
$22.4K - $36.1K
|
3.5K
$58.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.93K+ 6.08% |
$43.9K - $70.8K
|
68.5K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$11.2 - $18
|
18.6K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
48New |
$537 - $865
|
48
$805
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.3K- 4.45% |
$70.4K - $114K
|
135K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
80.8K+ 86.85% |
$903K - $1.46M
|
174K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-4.5K- 64.29% |
$50.3K - $81.1K
|
2.5K
$41.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.13K- 1.78% |
$12.6K - $20.3K
|
62K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$119K - $191K
|
10.6K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-192- 0.19% |
$2.15K - $3.46K
|
98.8K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
CALL |
600+ 1.73% |
$6.71K - $10.8K
|
35.3K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 6.66% |
$16.6K - $26.8K
|
23.8K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
101K+ 258933.33% |
$1.13M - $1.82M
|
101K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
660New |
$7.38K - $11.9K
|
660
$11.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.57K- 8.28% |
$28.7K - $46.2K
|
28.4K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.7K- 46.12% |
$667K - $1.08M
|
69.7K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 27.5% |
$38.4K - $62K
|
15.9K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
110+ 0.83% |
$1.23K - $1.98K
|
13.4K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-943- 48.31% |
$10.5K - $17K
|
1.01K
$16.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
24.8KNew |
$277K - $447K
|
24.8K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-600- 4.32% |
$6.71K - $10.8K
|
13.3K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.6K- 4.18% |
$130K - $209K
|
266K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.9K- 7.48% |
$43.6K - $70.3K
|
48.2K
$808K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$2.92K - $4.71K
|
261
$4.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
107New |
$1.2K - $1.93K
|
107
$1.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5K- 14.29% |
$55.9K - $90.2K
|
30K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-232- 8.82% |
$2.59K - $4.18K
|
2.4K
$40.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
65.9K+ 36.22% |
$736K - $1.19M
|
248K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 1.78% |
$81.8K - $132K
|
403K
$6.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.34% |
$18.8K - $30.3K
|
73.4K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 11.3% |
$138K - $222K
|
121K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.41K- 8.9% |
$60.5K - $97.5K
|
55.4K
$929K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11KNew |
$123K - $199K
|
11K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
11KNew |
$123K - $198K
|
11K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.29K+ 21.44% |
$59.2K - $95.4K
|
30K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59K+ 25.09% |
$28.9K - $46.6K
|
12.9K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
41.7KNew |
$466K - $752K
|
41.7K
$699K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.11M- 66.03% |
$57.1M - $92.1M
|
2.63M
$44M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
4.02K+ 9.87% |
$44.9K - $72.5K
|
44.7K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
320+ 114.29% |
$3.58K - $5.77K
|
600
$10.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.05K+ 3.6% |
$22.9K - $37K
|
59.1K
$991K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
301+ 1.93% |
$3.37K - $5.43K
|
15.9K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 7.58% |
$2.8K - $4.51K
|
3.55K
$59.5K
|