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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.11K- 28.74% |
$16.1K - $35.6K
|
5.23K
$83.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.58K- 84.52% |
$19.7K - $43.5K
|
472
$7.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-72.4K- 62.25% |
$552K - $1.22M
|
43.9K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-587K- 45.95% |
$4.47M - $9.9M
|
690K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.93K- 1.04% |
$22.3K - $49.4K
|
278K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
54+ 1080.0% |
$412 - $912
|
59
$943
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
200+ 1.98% |
$1.53K - $3.38K
|
10.3K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-4.45K- 17.42% |
$34K - $75.1K
|
21.1K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
280New |
$2.14K - $4.73K
|
280
$4.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
54New |
$412 - $912
|
54
$863
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8K- 36.24% |
$166K - $368K
|
38.3K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3K+ 29.28% |
$22.9K - $50.7K
|
13.3K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 0.51% |
$389 - $861
|
10.1K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-43.9K- 22.79% |
$335K - $741K
|
149K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$97.3K - $215K
|
12.8K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-31.8K- 7.19% |
$242K - $536K
|
410K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
122KNew |
$934K - $2.07M
|
122K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
247+ 87.28% |
$1.88K - $4.17K
|
530
$8.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-50- 0.51% |
$382 - $844
|
9.72K
$155K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.46K- 2.13% |
$11.1K - $24.6K
|
66.9K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
3.9MNew |
$29.8M - $65.8M
|
3.9M
$62.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-97.2K- 48.71% |
$742K - $1.64M
|
102K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.74K+ 8.14% |
$20.9K - $46.2K
|
36.4K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.63K- 3.26% |
$12.5K - $27.5K
|
48.5K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.31M- 23.03% |
$17.7M - $39.1M
|
7.73M
$124M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.5K+ 91.67% |
$42K - $92.8K
|
11.5K
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$16K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.4K+ 33.07% |
$10.7K - $23.6K
|
5.63K
$90.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.12K- 10.06% |
$8.56K - $18.9K
|
10K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62KNew |
$473K - $1.05M
|
62K
$992K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$3.82K - $8.44K
|
500
$8K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-9.78K- 23.7% |
$74.6K - $165K
|
31.5K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
223K+ 201.47% |
$1.7M - $3.76M
|
333K
$5.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-454K- 60.24% |
$3.46M - $7.66M
|
299K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.5K- 27.45% |
$49.6K - $110K
|
17.2K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$15.3 - $33.8
|
2
$32
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20.2K- 43.1% |
$154K - $342K
|
26.7K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.96% |
$12.3K - $27.2K
|
42.4K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
493+ 131.47% |
$3.76K - $8.32K
|
868
$13.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 25.84% |
$64.3K - $142K
|
24.2K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.71K- 1.94% |
$13.1K - $28.9K
|
86.7K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.5K+ 13.67% |
$11.4K - $25.3K
|
12.4K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-613- 15.02% |
$4.68K - $10.3K
|
3.47K
$55.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7K+ 15.71% |
$20.6K - $45.5K
|
19.9K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13.8K- 98.3% |
$105K - $233K
|
239
$3.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
104KNew |
$790K - $1.75M
|
104K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21.6K+ 9.24% |
$165K - $365K
|
256K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.02M- 97.49% |
$15.4M - $34.1M
|
52.1K
$833K
|