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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
32.6K+ 70841.3% |
$216K - $336K
|
32.6K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-806- 1.21% |
$5.34K - $8.32K
|
65.7K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
CALL |
1.5MNew |
$9.93M - $15.5M
|
1.5M
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-750- 4.89% |
$4.97K - $7.74K
|
14.6K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
- |
-300K- 7.41% |
$1.99M - $3.1M
|
3.75M
$62.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2KNew |
$13.2K - $20.6K
|
2K
$33.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-59.5K- 35.11% |
$394K - $614K
|
110K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 9.82% |
$6.62K - $10.3K
|
11.2K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-510- 10.12% |
$3.38K - $5.26K
|
4.53K
$76K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 32.69% |
$97.4K - $152K
|
30.3K
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.51K- 36.04% |
$9.98K - $15.6K
|
2.68K
$44.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-600- 37.5% |
$3.97K - $6.19K
|
1K
$16.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$8.88K - $13.8K
|
1.34K
$22.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
52.5K+ 77.21% |
$348K - $542K
|
121K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-622- 3.13% |
$4.12K - $6.42K
|
19.3K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-7.82K- 24.11% |
$51.7K - $80.7K
|
24.6K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2K+ 66.67% |
$13.2K - $20.6K
|
5K
$83.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$66.2 - $103
|
10
$168
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$1.68K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.3KNew |
$68.2K - $106K
|
10.3K
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
87.6KNew |
$580K - $904K
|
87.6K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$7.28K - $11.4K
|
1.1K
$18.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.19K- 35.62% |
$41K - $63.9K
|
11.2K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$8.39K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$6.62 - $10.3
|
380
$6.37K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165New |
$1.09K - $1.7K
|
165
$2.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-744- 33.91% |
$4.93K - $7.68K
|
1.45K
$24.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
CALL |
-18K- 78.26% |
$119K - $186K
|
5K
$83.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$69.5K - $108K
|
10.5K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30K- 42.86% |
$199K - $310K
|
40K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118New |
$781 - $1.22K
|
118
$1.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.9K+ 8.4% |
$165K - $257K
|
322K
$5.4M
|
|
| Q3 2023 | |||||||
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.9K- 46.43% |
$95.6K - $148K
|
14.9K
$250K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$1.07M - $1.66M
|
145K
$2.43M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.8KClosed |
$117K - $181K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-24.2K- 66.12% |
$179K - $277K
|
12.4K
$208K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$7.4K - $11.5K
|
1K
$16.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.3K- 85.26% |
$128K - $198K
|
2.99K
$50.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-100K- 33.33% |
$740K - $1.15M
|
200K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
427KNew |
$3.16M - $4.89M
|
427K
$7.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
PUT |
-1.46M- 78.89% |
$10.8M - $16.7M
|
390K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
91.1KNew |
$674K - $1.04M
|
91.1K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
23.9KNew |
$177K - $274K
|
23.9K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
644KNew |
$4.77M - $7.38M
|
644K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
55.2KNew |
$408K - $632K
|
55.2K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
5KNew |
$37K - $57.3K
|
5K
$83.9K
|
|