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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
53.3KNew |
$407K - $900K
|
53.3K
$772K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.7KNew |
$486K - $1.08M
|
63.7K
$922K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$21.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15K- 37.5% |
$114K - $253K
|
25K
$362K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.6K- 4.96% |
$19.8K - $43.9K
|
49.8K
$720K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 15.44% |
$18.9K - $41.7K
|
13.5K
$196K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
164New |
$1.25K - $2.77K
|
164
$2.37K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51.9K- 68.94% |
$396K - $876K
|
23.4K
$338K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
160KNew |
$1.22M - $2.7M
|
160K
$2.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
200New |
$1.53K - $3.38K
|
200
$2.89K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
550New |
$4.2K - $9.28K
|
550
$7.96K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.72K+ 849.37% |
$66.6K - $147K
|
9.75K
$141K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11K- 2.94% |
$83.9K - $186K
|
363K
$5.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$249K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$80.1K - $177K
|
10.5K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56.8K- 1.37% |
$433K - $959K
|
4.08M
$59.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
190KNew |
$1.45M - $3.21M
|
190K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
53.2KNew |
$406K - $898K
|
53.2K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
536+ 2.95% |
$4.09K - $9.05K
|
18.7K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 1.27% |
$26.6K - $58.9K
|
277K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13KNew |
$99.2K - $220K
|
13K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.15M+ 22.97% |
$8.78M - $19.4M
|
6.16M
$89.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
8.18M+ 72.06% |
$62.4M - $138M
|
19.5M
$283M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
54.1KNew |
$413K - $913K
|
54.1K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
516KNew |
$3.93M - $8.7M
|
516K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-450K- 50.62% |
$3.43M - $7.59M
|
439K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
71.3K+ 1.64% |
$544K - $1.2M
|
4.42M
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
698K+ 3.87% |
$5.33M - $11.8M
|
18.8M
$271M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
378New |
$2.88K - $6.38K
|
378
$5.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.47K- 21.23% |
$26.4K - $58.5K
|
12.9K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
39New |
$298 - $658
|
39
$564
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
43.5KNew |
$332K - $734K
|
43.5K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
1.25MNew |
$9.54M - $21.1M
|
1.25M
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
75.6KNew |
$577K - $1.28M
|
75.6K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
268K+ 4.7% |
$2.05M - $4.53M
|
5.98M
$86.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.4KNew |
$10.7K - $23.6K
|
1.4K
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
298+ 0.21% |
$2.27K - $5.03K
|
141K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.99KNew |
$22.8K - $50.5K
|
2.99K
$43.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1.5KNew |
$11.4K - $25.3K
|
1.5K
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.76K- 10.56% |
$28.7K - $63.5K
|
31.8K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-21.9K- 44.92% |
$167K - $369K
|
26.8K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
42.2KNew |
$322K - $712K
|
42.2K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-316K- 81.97% |
$2.41M - $5.33M
|
69.4K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52K+ 150.93% |
$397K - $878K
|
86.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87K+ 24.23% |
$21.9K - $48.4K
|
14.7K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.03M+ 257.81% |
$68.9M - $153M
|
12.5M
$181M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
324K+ 29.21% |
$2.47M - $5.47M
|
1.43M
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.98K+ 10.95% |
$60.9K - $135K
|
80.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.68K+ 105.66% |
$66.2K - $146K
|
16.9K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
663K+ 1222.65% |
$5.06M - $11.2M
|
717K
$10.4M
|