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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3K- 2.07% |
$19K - $24.6K
|
142K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849+ 7.91% |
$5.37K - $6.95K
|
11.6K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
7+ 58.33% |
$44.2 - $57.3
|
19
$319
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.72K+ 30.41% |
$42.5K - $55K
|
28.8K
$483K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500+ 50.0% |
$3.16K - $4.09K
|
1.5K
$25.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
319K+ 1159.48% |
$2.02M - $2.61M
|
347K
$5.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.95KNew |
$31.3K - $40.5K
|
4.95K
$83K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.75KNew |
$11.1K - $14.3K
|
1.75K
$29.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$7.58K - $9.83K
|
1.2K
$20.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 2.13% |
$69.9K - $90.6K
|
531K
$8.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1K+ 6.54% |
$6.32K - $8.19K
|
16.3K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.52% |
$75.8K - $98.2K
|
328K
$5.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
262New |
$1.66K - $2.15K
|
262
$4.39K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.21K- 51.03% |
$14K - $18.1K
|
2.12K
$35.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$9.82K - $12.7K
|
1.55K
$26.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$70.1K - $90.8K
|
11.1K
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-9.3K- 16.23% |
$58.8K - $76.2K
|
48K
$805K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-5K- 55.56% |
$31.6K - $41K
|
4K
$67.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-10- 1.74% |
$63.2 - $81.9
|
565
$9.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$632 - $819
|
100
$1.68K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.71K- 9.83% |
$42.4K - $55K
|
61.5K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4K- 10.01% |
$25.3K - $32.8K
|
36K
$603K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
140+ 1.18% |
$885 - $1.15K
|
12K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
312KNew |
$1.97M - $2.55M
|
312K
$5.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.45K- 8.68% |
$9.16K - $11.9K
|
15.2K
$256K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1K+ 8.71% |
$6.32K - $8.19K
|
12.5K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$44.2 - $57.3
|
7
$117
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-3K- 20.65% |
$19K - $24.6K
|
11.5K
$193K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$168K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.2KClosed |
$64.3K - $80.2K
|
0
$0
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-40- 50.0% |
$253 - $316
|
40
$671
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.67K+ 1.58% |
$23.2K - $29K
|
236K
$3.95M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-400KClosed |
$2.53M - $3.16M
|
0
$0
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
10KNew |
$63.4K - $79.1K
|
10K
$168K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$6.32K - $7.89K
|
1K
$16.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.2K+ 1.33% |
$20.2K - $25.2K
|
244K
$4.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
126+ 0.84% |
$796 - $994
|
15.1K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-166- 45.36% |
$1.05K - $1.31K
|
200
$3.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-173- 10.34% |
$1.09K - $1.36K
|
1.5K
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 1.11% |
$1.9K - $2.37K
|
26.6K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$77.5K - $96.7K
|
12.3K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
44.2K+ 218.32% |
$280K - $349K
|
64.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
300KNew |
$1.9M - $2.37M
|
300K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.55KNew |
$16.1K - $20.1K
|
2.55K
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6- 0.04% |
$37.9 - $47.3
|
15K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
51KNew |
$323K - $403K
|
51K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-997- 7.44% |
$6.3K - $7.87K
|
12.4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.35K+ 27.33% |
$21.2K - $26.4K
|
15.6K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-297- 50.34% |
$1.88K - $2.34K
|
293
$4.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45KNew |
$9.13K - $11.4K
|
1.45K
$24.2K
|
|