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
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-9.19K- 8.21% |
$103K - $166K
|
103K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9K- 92.31% |
$101K - $162K
|
750
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.64K- 39.56% |
$96.6K - $156K
|
13.2K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.2K- 1.76% |
$91.7K - $148K
|
458K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.19K- 2.42% |
$91.6K - $148K
|
330K
$5.67M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.03K- 34.33% |
$89.7K - $145K
|
15.4K
$264K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.83K- 26.37% |
$87.5K - $141K
|
21.9K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.49K- 18.43% |
$83.7K - $135K
|
33.2K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.38K- 22.33% |
$82.5K - $133K
|
25.7K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.36K- 37.46% |
$82.3K - $133K
|
12.3K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 1.78% |
$81.8K - $132K
|
403K
$6.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-7K- 2.78% |
$78.3K - $126K
|
245K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.3K- 4.45% |
$70.4K - $114K
|
135K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 3.82% |
$66.9K - $108K
|
151K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.65K- 25.95% |
$63.1K - $102K
|
16.1K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.5K- 19.8% |
$61.5K - $99.2K
|
22.3K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.5K- 27.64% |
$61.5K - $99.2K
|
14.4K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.41K- 8.9% |
$60.5K - $97.5K
|
55.4K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.38K- 13.7% |
$60.1K - $96.9K
|
33.9K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.3K- 7.55% |
$59.3K - $95.6K
|
64.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.06K- 11.62% |
$56.6K - $91.3K
|
38.5K
$662K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5K- 14.29% |
$55.9K - $90.2K
|
30K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.98K- 21.92% |
$55.7K - $89.9K
|
17.8K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.97K- 8.96% |
$55.6K - $89.7K
|
50.6K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 52.71% |
$53K - $85.4K
|
4.25K
$73K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.67K- 17.47% |
$52.2K - $84.2K
|
22.1K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-4.66K- 24.14% |
$52.1K - $84.1K
|
14.7K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-4.5K- 64.29% |
$50.3K - $81.1K
|
2.5K
$43K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.98K- 46.5% |
$44.5K - $71.8K
|
4.58K
$78.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.93K- 26.78% |
$44K - $70.9K
|
10.8K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.9K- 7.48% |
$43.6K - $70.3K
|
48.2K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-3.88K- 5.8% |
$43.4K - $70K
|
63K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.09% |
$42.4K - $68.3K
|
16.1K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.75K- 9.48% |
$42K - $67.7K
|
35.8K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.64K- 35.55% |
$40.7K - $65.6K
|
6.6K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$9.83M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.53K- 10.53% |
$39.4K - $63.6K
|
30K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 4.95% |
$39.1K - $63.1K
|
67.2K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.97K- 0.96% |
$33.2K - $53.5K
|
306K
$5.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 9.8% |
$33.1K - $53.4K
|
27.2K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 17.51% |
$33.1K - $53.3K
|
13.9K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.71K- 5.32% |
$30.3K - $48.9K
|
48.3K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 4.43% |
$30K - $48.4K
|
57.9K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.57K- 8.28% |
$28.7K - $46.2K
|
28.4K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.48K- 10.09% |
$27.7K - $44.7K
|
22.1K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15K- 2.66% |
$24.1K - $38.8K
|
78.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 5.46% |
$23.5K - $37.9K
|
36.4K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.03K- 96.21% |
$22.7K - $36.6K
|
80
$1.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-2K- 14.29% |
$22.4K - $36.1K
|
12K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$20.8K - $33.5K
|
21.2K
$365K
|