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 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-215- 0.68% |
$2.4K - $3.88K
|
31.6K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.8K- 83.99% |
$960K - $1.55M
|
16.4K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 3.62% |
$27.5K - $44.4K
|
70.6K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-44.5K- 58.92% |
$498K - $803K
|
31K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36.1K+ 5.36% |
$403K - $651K
|
709K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 35.18% |
$123K - $199K
|
42.4K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
210+ 0.29% |
$2.35K - $3.79K
|
72.5K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 3.54% |
$19.2K - $30.9K
|
46.8K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.11M- 66.03% |
$57.1M - $92.1M
|
2.63M
$41.6M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-7.37M- 78.44% |
$82.4M - $133M
|
2.02M
$32.1M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-278- 0.1% |
$3.11K - $5.01K
|
277K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-789- 0.63% |
$8.82K - $14.2K
|
125K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 24.18% |
$47.2K - $76.2K
|
21.7K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
209K+ 13.05% |
$2.34M - $3.77M
|
1.81M
$28.7M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
450+ 6.05% |
$5.03K - $8.11K
|
7.89K
$125K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$17.6K - $28.4K
|
1.58K
$25K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 25.07% |
$39.7K - $64K
|
17.7K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
516+ 2.44% |
$5.77K - $9.3K
|
21.6K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.53K+ 21.3% |
$39.4K - $63.6K
|
20.1K
$318K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.17KNew |
$80.2K - $129K
|
7.17K
$114K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31K+ 18.2% |
$48.1K - $77.6K
|
28K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.09% |
$42.4K - $68.3K
|
16.1K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
339KNew |
$3.79M - $6.11M
|
339K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 2.21% |
$179 - $288
|
707
$11.2K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 119.27% |
$18.7K - $30.1K
|
3.07K
$48.7K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 100.0% |
$3.35K - $5.41K
|
600
$9.51K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.1K+ 2.0% |
$45.8K - $73.9K
|
209K
$3.31M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
91.2K+ 354.43% |
$1.02M - $1.64M
|
117K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.96K+ 7.14% |
$55.5K - $89.4K
|
74.4K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 20.7% |
$34.7K - $56K
|
18.1K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$29.2K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
44.9K+ 44.16% |
$502K - $810K
|
147K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$127K - $206K
|
11.4K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1K+ 31.16% |
$147K - $237K
|
55.3K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 17.4% |
$128K - $206K
|
77.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 7.61% |
$63.6K - $103K
|
80.4K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 3.5% |
$204K - $328K
|
538K
$8.53M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-42- 17.65% |
$470 - $757
|
196
$3.11K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.5KNew |
$173K - $279K
|
15.5K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
85.4KNew |
$954K - $1.54M
|
85.4K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
428+ 1.08% |
$4.79K - $7.72K
|
40K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9KNew |
$43.6K - $70.3K
|
3.9K
$61.8K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.7K+ 10.66% |
$176K - $283K
|
163K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14K+ 31.42% |
$157K - $253K
|
58.7K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
417K+ 66.15% |
$4.66M - $7.52M
|
1.05M
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 0.45% |
$13.9K - $22.4K
|
279K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
600+ 2.84% |
$6.71K - $10.8K
|
21.7K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 6.32% |
$11.2K - $18K
|
14.8K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
506+ 2.7% |
$5.66K - $9.12K
|
19.3K
$305K
|