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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96.4K- 32.14% |
$1.08M - $1.74M
|
204K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
586New |
$6.55K - $10.6K
|
586
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17- 0.08% |
$190 - $307
|
22K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$1.68K - $2.7K
|
150
$3.23K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.13M+ 1.15% |
$12.6M - $20.4M
|
99.5M
$2.14B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
673+ 126.98% |
$7.52K - $12.1K
|
1.2K
$25.9K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 552.46% |
$41.4K - $66.8K
|
4.38K
$94.2K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$26.6K - $42.9K
|
2.38K
$51.2K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 24.2% |
$41.2K - $66.4K
|
18.9K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
159K+ 2.52% |
$1.78M - $2.87M
|
6.47M
$139M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.49K- 16.11% |
$106K - $171K
|
49.4K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24.1KNew |
$270K - $435K
|
24.1K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$11.2K - $18K
|
1
$21.5
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
42.1KNew |
$471K - $760K
|
42.1K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 26.36% |
$3.03K - $4.89K
|
1.3K
$27.9K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $19.7K
|
63.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.03K- 34.33% |
$89.7K - $145K
|
15.4K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.01K+ 9.47% |
$44.9K - $72.4K
|
46.4K
$998K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.8KNew |
$165K - $266K
|
14.8K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 43.75% |
$157 - $252
|
46
$989
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-215- 0.68% |
$2.4K - $3.88K
|
31.6K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.8K- 83.99% |
$960K - $1.55M
|
16.4K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 3.62% |
$27.5K - $44.4K
|
70.6K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-44.5K- 58.92% |
$498K - $803K
|
31K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36.1K+ 5.36% |
$403K - $651K
|
709K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
210+ 0.29% |
$2.35K - $3.79K
|
72.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 3.54% |
$19.2K - $30.9K
|
46.8K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.11M- 66.03% |
$57.1M - $92.1M
|
2.63M
$56.5M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-7.37M- 78.44% |
$82.4M - $133M
|
2.02M
$43.5M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-278- 0.1% |
$3.11K - $5.01K
|
277K
$5.95M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-789- 0.63% |
$8.82K - $14.2K
|
125K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 24.18% |
$47.2K - $76.2K
|
21.7K
$467K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
209K+ 13.05% |
$2.34M - $3.77M
|
1.81M
$39M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
450+ 6.05% |
$5.03K - $8.11K
|
7.89K
$170K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$36.6K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$17.6K - $28.4K
|
1.58K
$33.9K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
516+ 2.44% |
$5.77K - $9.3K
|
21.6K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.53K+ 21.3% |
$39.4K - $63.6K
|
20.1K
$432K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.17KNew |
$80.2K - $129K
|
7.17K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31K+ 18.2% |
$48.1K - $77.6K
|
28K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.09% |
$42.4K - $68.3K
|
16.1K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
339KNew |
$3.79M - $6.11M
|
339K
$7.29M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 2.21% |
$179 - $288
|
707
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 119.27% |
$18.7K - $30.1K
|
3.07K
$66.1K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 100.0% |
$3.35K - $5.41K
|
600
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
91.2K+ 354.43% |
$1.02M - $1.64M
|
117K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 20.7% |
$34.7K - $56K
|
18.1K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$39.6K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
44.9K+ 44.16% |
$502K - $810K
|
147K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1K+ 31.16% |
$147K - $237K
|
55.3K
$1.19M
|