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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.21K- 51.03% |
$14K - $18.1K
|
2.12K
$32.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.77K- 6.89% |
$23.8K - $30.8K
|
50.9K
$781K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.8K+ 33.56% |
$112K - $146K
|
70.7K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6KNew |
$37.9K - $49.1K
|
6K
$92.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-700- 4.16% |
$4.42K - $5.73K
|
16.1K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
805New |
$5.09K - $6.59K
|
805
$12.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$9.82K - $12.7K
|
1.55K
$23.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
772+ 4.28% |
$4.88K - $6.32K
|
18.8K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.5K+ 67.93% |
$34.8K - $45.1K
|
13.6K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$70.1K - $90.8K
|
11.1K
$170K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 3.34% |
$6.66K - $8.63K
|
32.6K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.86K- 8.16% |
$49.7K - $64.4K
|
88.5K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-721- 0.32% |
$4.56K - $5.9K
|
225K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
136New |
$860 - $1.11K
|
136
$2.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.13K+ 1.23% |
$19.8K - $25.6K
|
258K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
6.1K+ 58.72% |
$38.5K - $49.9K
|
16.5K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-9.3K- 16.23% |
$58.8K - $76.2K
|
48K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.6K+ 8.4% |
$16.4K - $21.3K
|
33.5K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
397New |
$2.51K - $3.25K
|
397
$6.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
737+ 3.72% |
$4.66K - $6.04K
|
20.5K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.19K- 7.56% |
$13.9K - $18K
|
26.8K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.32K+ 21.74% |
$52.6K - $68.2K
|
46.6K
$715K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 2.2% |
$5.45K - $7.06K
|
38.3K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
306+ 1.26% |
$1.93K - $2.51K
|
24.6K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58+ 126.09% |
$367 - $475
|
104
$1.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.55K+ 7.47% |
$9.81K - $12.7K
|
22.3K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08K+ 12.72% |
$6.83K - $8.85K
|
9.58K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.2K+ 1059.99% |
$147K - $190K
|
25.4K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-5K- 55.56% |
$31.6K - $41K
|
4K
$61.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5K+ 7.26% |
$31.6K - $40.9K
|
73.8K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 1.95% |
$12.7K - $16.4K
|
105K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.31K+ 219.62% |
$14.6K - $18.9K
|
3.36K
$51.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
57+ 0.17% |
$360 - $467
|
33.7K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-10- 1.74% |
$63.2 - $81.9
|
565
$8.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.05K- 72.41% |
$6.64K - $8.6K
|
400
$6.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.18K+ 5.03% |
$32.7K - $42.4K
|
108K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-39.4K- 4.98% |
$249K - $323K
|
752K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3K+ 5.46% |
$65.3K - $84.7K
|
200K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$632 - $819
|
100
$1.54K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-318- 0.21% |
$2.01K - $2.6K
|
152K
$2.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
692+ 5.86% |
$4.37K - $5.67K
|
12.5K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.71K- 9.83% |
$42.4K - $55K
|
61.5K
$945K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 150.0% |
$1.9K - $2.46K
|
500
$7.68K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4K- 10.01% |
$25.3K - $32.8K
|
36K
$552K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 5.18% |
$9.73K - $12.6K
|
28.2K
$433K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
140+ 1.18% |
$885 - $1.15K
|
12K
$184K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-12.8K- 2.48% |
$80.9K - $105K
|
504K
$7.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-625- 5.5% |
$3.95K - $5.12K
|
10.7K
$165K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
312KNew |
$1.97M - $2.55M
|
312K
$4.79M
|