Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93.7K- 32.69% |
$1.05M - $1.69M
|
193K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-88K- 91.4% |
$984K - $1.59M
|
8.28K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.8K- 83.99% |
$960K - $1.55M
|
16.4K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-75.1K- 2.23% |
$839K - $1.35M
|
3.29M
$56.5M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-67.6K- 8.21% |
$755K - $1.22M
|
755K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.3K- 1.06% |
$719K - $1.16M
|
5.99M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-61.7K- 9.33% |
$690K - $1.11M
|
600K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-60.2K- 16.83% |
$673K - $1.09M
|
298K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.7K- 46.12% |
$667K - $1.08M
|
69.7K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-57.5K- 42.93% |
$643K - $1.04M
|
76.4K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-57.5K- 63.68% |
$643K - $1.04M
|
32.8K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.7K- 27.72% |
$590K - $951K
|
138K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-47.8K- 29.31% |
$534K - $862K
|
115K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-45.8K- 35.25% |
$512K - $825K
|
84.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-44.5K- 58.92% |
$498K - $803K
|
31K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-44.2K- 15.73% |
$494K - $796K
|
237K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-42.1K- 24.24% |
$471K - $760K
|
132K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-41.9K- 14.41% |
$468K - $755K
|
249K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-40.3K- 12.19% |
$451K - $727K
|
290K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.7K- 63.55% |
$444K - $717K
|
22.8K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-34.3K- 9.44% |
$383K - $618K
|
329K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-33.2K- 47.7% |
$371K - $599K
|
36.4K
$625K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-33.2K- 0.18% |
$371K - $598K
|
18.7M
$322M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-27.8K- 7.23% |
$311K - $502K
|
357K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-26.3K- 4.14% |
$294K - $475K
|
609K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-26.1K- 51.02% |
$292K - $471K
|
25.1K
$430K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-25.8K- 5.88% |
$288K - $465K
|
413K
$7.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 99.74% |
$279K - $450K
|
64
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-21.3K- 2.53% |
$238K - $384K
|
819K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.7K- 6.76% |
$210K - $338K
|
259K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18K- 3.77% |
$201K - $324K
|
459K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 8.83% |
$200K - $322K
|
184K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16.8K- 35.87% |
$187K - $302K
|
30K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-16K- 22.95% |
$179K - $288K
|
53.7K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.9K- 36.34% |
$178K - $287K
|
27.9K
$480K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.7K- 44.91% |
$176K - $284K
|
19.3K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 29.74% |
$148K - $239K
|
31.3K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-13K- 32.5% |
$145K - $234K
|
27K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.9K- 41.34% |
$144K - $232K
|
18.3K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.9K- 11.51% |
$133K - $215K
|
91.6K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.6K- 4.18% |
$130K - $209K
|
266K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.4K- 23.94% |
$127K - $206K
|
36.2K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.99K- 34.15% |
$112K - $180K
|
19.3K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.91K- 10.5% |
$111K - $179K
|
84.5K
$1.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.83K- 46.67% |
$110K - $177K
|
11.2K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.49K- 16.11% |
$106K - $171K
|
49.4K
$849K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.4K- 39.32% |
$105K - $170K
|
14.5K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.4K- 96.73% |
$105K - $169K
|
318
$5.46K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.29K- 2.12% |
$104K - $168K
|
429K
$7.38M
|