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 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173K- 58.3% |
$1.93M - $3.11M
|
124K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-4.66K- 24.14% |
$52.1K - $84.1K
|
14.7K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
600New |
$6.71K - $10.8K
|
600
$9.51K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.97K- 8.96% |
$55.6K - $89.7K
|
50.6K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-823- 3.28% |
$9.2K - $14.8K
|
24.2K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
561+ 1.87% |
$6.27K - $10.1K
|
30.6K
$484K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
89.9K+ 5.53% |
$1M - $1.62M
|
1.71M
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$112K - $181K
|
10K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.29K- 2.12% |
$104K - $168K
|
429K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
70.8KNew |
$791K - $1.28M
|
70.8K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-300- 0.25% |
$3.35K - $5.41K
|
122K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-320K- 34.06% |
$3.58M - $5.77M
|
620K
$9.83M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
21.9KNew |
$245K - $395K
|
21.9K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.53K- 10.53% |
$39.4K - $63.6K
|
30K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.89M+ 15.08% |
$21.1M - $34.1M
|
14.4M
$229M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1.64M+ 114.48% |
$18.3M - $29.6M
|
3.07M
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16.8K- 35.87% |
$187K - $302K
|
30K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-621K- 100.0% |
$6.94M - $11.2M
|
10
$159
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.3K- 1.06% |
$719K - $1.16M
|
5.99M
$94.9M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 3.57% |
$124K - $200K
|
321K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.63K+ 100.58% |
$40.6K - $65.4K
|
7.24K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.52K+ 3.95% |
$28.1K - $45.4K
|
66.2K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.7K- 63.55% |
$444K - $717K
|
22.8K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-188- 49.74% |
$2.1K - $3.39K
|
190
$3.01K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
173K+ 945.36% |
$1.93M - $3.12M
|
191K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.6M+ 58.33% |
$17.9M - $28.8M
|
4.34M
$68.8M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.6K+ 0.28% |
$62.6K - $101K
|
2M
$31.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-75.1K- 2.23% |
$839K - $1.35M
|
3.29M
$52.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
CALL |
-432K- 40.84% |
$4.82M - $7.78M
|
625K
$9.91M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
106K+ 13.89% |
$1.19M - $1.92M
|
872K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
22.1KNew |
$247K - $399K
|
22.1K
$351K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.83K- 26.37% |
$87.5K - $141K
|
21.9K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.12M- 40.96% |
$12.5M - $20.2M
|
1.61M
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56M+ 476.67% |
$39.7M - $64.1M
|
4.3M
$68.2M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20New |
$224 - $361
|
20
$317
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.5K- 19.8% |
$61.5K - $99.2K
|
22.3K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
177K+ 870.34% |
$1.98M - $3.19M
|
197K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
BUY
|
- |
601KNew |
$6.72M - $10.8M
|
601K
$9.53M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.99K- 34.15% |
$112K - $180K
|
19.3K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 2.14% |
$291 - $469
|
1.24K
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.5K- 34.09% |
$16.8K - $27K
|
2.9K
$46K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
835KNew |
$9.34M - $15.1M
|
835K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
47.3K+ 5.43% |
$529K - $854K
|
920K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
129K+ 62.41% |
$1.44M - $2.33M
|
336K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.3K+ 38.69% |
$406K - $654K
|
130K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
280K+ 9.62% |
$3.13M - $5.05M
|
3.19M
$50.5M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 9.09% |
$11.2K - $18K
|
10K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25New |
$280 - $451
|
25
$396
|