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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92.9K- 85.3% |
$587K - $761K
|
16K
$246K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-325- 2.05% |
$2.05K - $2.66K
|
15.5K
$238K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-39.6K- 99.0% |
$250K - $324K
|
400
$6.14K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-400- 1.2% |
$2.53K - $3.28K
|
33K
$507K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40KNew |
$253K - $327K
|
40K
$614K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4K- 10.1% |
$25.3K - $32.8K
|
35.6K
$546K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 1100.0% |
$69.5 - $90.1
|
12
$184
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
210KNew |
$1.33M - $1.72M
|
210K
$3.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
277+ 36.93% |
$1.75K - $2.27K
|
1.03K
$15.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-12K- 19.67% |
$75.8K - $98.3K
|
49K
$752K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81KNew |
$11.4K - $14.8K
|
1.81K
$27.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-576- 0.49% |
$3.64K - $4.72K
|
116K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.33K+ 5.39% |
$14.7K - $19.1K
|
45.6K
$700K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
195K+ 15.08% |
$1.23M - $1.6M
|
1.49M
$22.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
244KNew |
$1.54M - $2M
|
244K
$3.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.6K- 4.74% |
$118K - $153K
|
374K
$5.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
23.8K+ 5.42% |
$150K - $195K
|
462K
$7.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
200KNew |
$1.26M - $1.64M
|
200K
$3.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
626New |
$3.96K - $5.13K
|
626
$9.61K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$15.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.79K- 11.44% |
$17.6K - $22.8K
|
21.6K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.05K+ 12.89% |
$19.3K - $25K
|
26.7K
$410K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.5KNew |
$9.48K - $12.3K
|
1.5K
$23K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8KNew |
$74.7K - $96.9K
|
11.8K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.34K+ 6.55% |
$8.44K - $10.9K
|
21.7K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-230K- 9.7% |
$1.45M - $1.88M
|
2.14M
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2KNew |
$115K - $149K
|
18.2K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.12K- 1.1% |
$13.4K - $17.4K
|
190K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 30.26% |
$68.6K - $88.9K
|
25K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 0.72% |
$39.9K - $51.7K
|
888K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
353K+ 8.83% |
$2.23M - $2.89M
|
4.35M
$66.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.93K- 27.84% |
$24.8K - $32.2K
|
10.2K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
15KNew |
$94.6K - $123K
|
15K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$85.3K - $111K
|
32.6K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50K- 50.0% |
$316K - $410K
|
50K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-168K- 41.84% |
$1.06M - $1.38M
|
233K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-590K- 14.41% |
$3.73M - $4.83M
|
3.5M
$53.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-1.53M- 57.93% |
$9.65M - $12.5M
|
1.11M
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-224K- 29.2% |
$1.41M - $1.83M
|
542K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-40K- 3.1% |
$253K - $328K
|
1.25M
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-110K- 7.34% |
$693K - $899K
|
1.39M
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.18M+ 65.84% |
$13.7M - $17.8M
|
5.48M
$84.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
377K+ 20.57% |
$2.38M - $3.09M
|
2.21M
$33.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32K+ 11.94% |
$21K - $27.2K
|
31.1K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
800KNew |
$5.06M - $6.55M
|
800K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6M+ 62.88% |
$10.1M - $13.1M
|
4.14M
$63.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
311K+ 1.75% |
$1.96M - $2.54M
|
18.1M
$277M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
31K+ 13.16% |
$196K - $254K
|
267K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
41.9K+ 3.81% |
$265K - $344K
|
1.14M
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-6.07K- 47.81% |
$38.4K - $49.7K
|
6.63K
$102K
|