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 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
43.3KNew |
$299K - $417K
|
43.3K
$298K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
728K+ 1402.62% |
$5.04M - $7.03M
|
780K
$5.38M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.7K+ 1.56% |
$25.6K - $35.7K
|
241K
$1.66M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
181KNew |
$1.26M - $1.75M
|
181K
$1.25M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$173K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
20.4KNew |
$141K - $197K
|
20.4K
$141K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
91.7KNew |
$635K - $885K
|
91.7K
$633K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31.2K- 43.4% |
$216K - $301K
|
40.7K
$281K
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.5K- 55.1% |
$93.4K - $130K
|
11K
$75.9K
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$102K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.49K+ 5.38% |
$44.9K - $62.6K
|
127K
$877K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
1.27M+ 82.53% |
$8.8M - $12.3M
|
2.81M
$19.4M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58KNew |
$401K - $560K
|
58K
$400K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 26.29% |
$129K - $180K
|
89.6K
$618K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
153K+ 1385.83% |
$1.06M - $1.48M
|
164K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Hst Ventures, LLC
|
BUY
|
- |
138KNew |
$954K - $1.33M
|
138K
$952K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.7K+ 246.74% |
$164K - $228K
|
33.3K
$230K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 0.82% |
$24.1K - $33.7K
|
423K
$2.92M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
113KNew |
$779K - $1.09M
|
113K
$776K
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
40.7KNew |
$282K - $393K
|
40.7K
$281K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
433K+ 95.45% |
$3M - $4.18M
|
886K
$6.12M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
332K+ 2.05% |
$2.3M - $3.2M
|
16.5M
$114M
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-114K- 32.68% |
$791K - $1.1M
|
236K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
423KNew |
$2.93M - $4.08M
|
423K
$2.92M
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
2.27MNew |
$15.7M - $21.9M
|
2.27M
$15.7M
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
PUT |
7.25M+ 263.64% |
$50.2M - $70M
|
10M
$69M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.3K- 81.61% |
$535K - $746K
|
17.4K
$120K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.7K+ 53.79% |
$434K - $606K
|
179K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 18.33% |
$102K - $142K
|
65.7K
$454K
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
93KNew |
$644K - $898K
|
93K
$642K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-1.59M- 97.98% |
$11M - $15.3M
|
32.8K
$226K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
611K+ 269.75% |
$4.22M - $5.89M
|
837K
$5.77M
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$102K
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
60KNew |
$415K - $579K
|
60K
$414K
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
1.15M+ 45.71% |
$7.98M - $11.1M
|
3.68M
$25.4M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 2.35% |
$19K - $26.5K
|
114K
$788K
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$87.5K
|
|
May 15, 2024
Q1 2024
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
36K+ 19.62% |
$249K - $347K
|
220K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.3M+ 39.96% |
$29.8M - $41.5M
|
15.1M
$104M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-111K- 77.83% |
$768K - $1.07M
|
31.6K
$218K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
552KNew |
$3.82M - $5.33M
|
552K
$3.81M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
623K+ 168.38% |
$4.31M - $6.01M
|
992K
$6.85M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.4K+ 182.89% |
$134K - $187K
|
30K
$207K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
169+ 33.33% |
$1.17K - $1.63K
|
676
$4.66K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.74K- 8.62% |
$12K - $16.8K
|
18.4K
$127K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
791K+ 241.41% |
$5.48M - $7.63M
|
1.12M
$7.72M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
913K+ 116.64% |
$6.32M - $8.81M
|
1.7M
$11.7M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
979K+ 195.16% |
$6.77M - $9.45M
|
1.48M
$10.2M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.83M+ 242.44% |
$12.6M - $17.6M
|
2.58M
$17.8M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42New |
$291 - $405
|
42
$290
|