Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
15.7KNew |
$116K - $179K
|
15.7K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
12.8KNew |
$94.6K - $146K
|
12.8K
$220K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.3KNew |
$84K - $130K
|
11.3K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.64KNew |
$63.9K - $98.9K
|
8.64K
$148K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.9K+ 45.2% |
$51.1K - $79K
|
22.2K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
5KNew |
$37K - $57.3K
|
5K
$85.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$9.25K - $14.3K
|
1.25K
$21.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$7.4K - $11.5K
|
1K
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
456New |
$3.37K - $5.22K
|
456
$7.83K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
34+ 0.11% |
$252 - $389
|
31.5K
$540K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20New |
$148 - $229
|
20
$344
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
390K+ 498.66% |
$1.85M - $3.79M
|
468K
$8.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
240KNew |
$1.14M - $2.34M
|
240K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
149KNew |
$707K - $1.45M
|
149K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
144KNew |
$683K - $1.4M
|
144K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
130KNew |
$618K - $1.26M
|
130K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
128K+ 173.32% |
$607K - $1.24M
|
201K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
110KNew |
$524K - $1.07M
|
110K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
94.2KNew |
$448K - $918K
|
94.2K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
62.2KNew |
$296K - $606K
|
62.2K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
CALL |
51KNew |
$243K - $497K
|
51K
$877K
|
|
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
40KNew |
$190K - $390K
|
40K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
40KNew |
$190K - $390K
|
40K
$687K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.5KNew |
$183K - $375K
|
38.5K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
35.2KNew |
$168K - $343K
|
35.2K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
26K+ 11.38% |
$124K - $253K
|
254K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
PUT |
25KNew |
$119K - $244K
|
25K
$430K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20KNew |
$95.2K - $195K
|
20K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
19.9KNew |
$94.5K - $193K
|
19.9K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.8K+ 26.39% |
$94.3K - $193K
|
94.9K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
14.7KNew |
$70K - $143K
|
14.7K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
13.6KNew |
$64.8K - $133K
|
13.6K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$57.6K - $118K
|
12.1K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10KNew |
$47.7K - $97.6K
|
10K
$172K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$47.6K - $97.4K
|
10K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.26K+ 13.49% |
$20.3K - $41.5K
|
35.8K
$616K
|
|
|
Aug 09, 2023
Q2 2023
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
2.5KNew |
$11.9K - $24.4K
|
2.5K
$43K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
CALL |
1.6KNew |
$7.62K - $15.6K
|
1.6K
$27.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
800New |
$3.81K - $7.79K
|
800
$13.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
400New |
$1.9K - $3.9K
|
400
$6.87K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$1.43K - $2.92K
|
300
$5.15K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
127New |
$605 - $1.24K
|
127
$2.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
PUT |
100+ 0.08% |
$476 - $974
|
130K
$2.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
100+ 20.0% |
$476 - $974
|
600
$10.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$286 - $584
|
60
$1.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5New |
$23.8 - $48.7
|
5
$85.9
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.28MNew |
$5.75M - $9.86M
|
1.28M
$21.9M
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
293K+ 200.72% |
$1.32M - $2.26M
|
439K
$7.54M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$990K - $1.7M
|
220K
$3.78M
|
|