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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 552.46% |
$41.4K - $66.8K
|
4.38K
$75.2K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 24.2% |
$41.2K - $66.4K
|
18.9K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.67K+ 17.84% |
$41K - $66.1K
|
24.2K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.63K+ 100.58% |
$40.6K - $65.4K
|
7.24K
$124K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 25.07% |
$39.7K - $64K
|
17.7K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.53K+ 21.3% |
$39.4K - $63.6K
|
20.1K
$345K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 9.26% |
$39.1K - $63.1K
|
41.3K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 9.84% |
$39K - $62.9K
|
39K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 27.5% |
$38.4K - $62K
|
15.9K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.37KNew |
$37.7K - $60.8K
|
3.37K
$57.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.32K+ 3316.0% |
$37.1K - $59.8K
|
3.42K
$58.7K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
3.3KNew |
$36.9K - $59.5K
|
3.3K
$56.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 10.54% |
$36K - $58K
|
33.7K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 20.7% |
$34.7K - $56K
|
18.1K
$311K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 24.14% |
$34.1K - $55K
|
15.7K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.88K+ 3.22% |
$32.2K - $52K
|
92.3K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.88K+ 55.02% |
$32.2K - $51.9K
|
8.11K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.65KNew |
$29.7K - $47.8K
|
2.65K
$45.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59K+ 25.09% |
$28.9K - $46.6K
|
12.9K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.52K+ 3.95% |
$28.1K - $45.4K
|
66.2K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.48K+ 49.02% |
$27.7K - $44.7K
|
7.54K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 3.62% |
$27.5K - $44.4K
|
70.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.84% |
$27.5K - $44.4K
|
53.3K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$42K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$26.6K - $42.9K
|
2.38K
$40.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.3K+ 12.55% |
$25.7K - $41.5K
|
20.6K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.26K+ 45.93% |
$25.3K - $40.8K
|
7.19K
$124K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.2K+ 2200.0% |
$24.6K - $39.7K
|
2.3K
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 1.2% |
$24.4K - $39.4K
|
185K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.13K+ 7.4% |
$23.8K - $38.3K
|
30.8K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.1K+ 12.49% |
$23.4K - $37.8K
|
18.9K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.07K+ 20.0% |
$23.1K - $37.2K
|
12.4K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.05K+ 3.6% |
$22.9K - $37K
|
59.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
2KNew |
$22.4K - $36.1K
|
2K
$34.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2K+ 133.33% |
$22.4K - $36.1K
|
3.5K
$60.1K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.97K+ 19.61% |
$22K - $35.5K
|
12K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.91K+ 0.65% |
$21.3K - $34.4K
|
296K
$5.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 9.36% |
$20.7K - $33.4K
|
21.6K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$31.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 73.3% |
$20.6K - $33.2K
|
4.35K
$74.7K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$442K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$29.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.34% |
$18.8K - $30.3K
|
73.4K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 119.27% |
$18.7K - $30.1K
|
3.07K
$52.8K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.63K+ 3.76% |
$18.3K - $29.5K
|
45K
$774K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.63K+ 5.18% |
$18.2K - $29.4K
|
33.1K
$569K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 2.0% |
$18K - $29.1K
|
82.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.59KNew |
$17.7K - $28.6K
|
1.59K
$27.3K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$17.6K - $28.4K
|
1.58K
$27.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.52K+ 127.11% |
$17K - $27.4K
|
2.71K
$46.6K
|