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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 100.0% |
$89.4 - $144
|
16
$268
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50+ 35.97% |
$559 - $902
|
189
$3.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
61.4K+ 77.83% |
$687K - $1.11M
|
140K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-100- 0.89% |
$1.12K - $1.8K
|
11.2K
$187K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
925New |
$10.3K - $16.7K
|
925
$15.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
32K+ 179.47% |
$358K - $578K
|
49.9K
$837K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
45.6K+ 44.54% |
$510K - $822K
|
148K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
10.9KNew |
$122K - $197K
|
10.9K
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 4.95% |
$39.1K - $63.1K
|
67.2K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.4K- 96.73% |
$105K - $169K
|
318
$5.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-355- 47.21% |
$3.97K - $6.4K
|
397
$6.66K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
37+ 0.36% |
$414 - $667
|
10.2K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
45.5KNew |
$509K - $821K
|
45.5K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
407+ 0.52% |
$4.55K - $7.34K
|
78.7K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.7K+ 1085.47% |
$421K - $679K
|
41.1K
$690K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-775- 0.95% |
$8.66K - $14K
|
81K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
69+ 18.5% |
$771 - $1.24K
|
442
$7.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9K- 92.31% |
$101K - $162K
|
750
$12.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
88.2KNew |
$986K - $1.59M
|
88.2K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.06K- 51.48% |
$11.9K - $19.1K
|
1K
$16.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.33K+ 8.67% |
$14.9K - $24K
|
16.7K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.06% |
$13.2K - $21.4K
|
111K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.88K+ 55.02% |
$32.2K - $51.9K
|
8.11K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-2K- 14.29% |
$22.4K - $36.1K
|
12K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.01% |
$44.7 - $72.1
|
33.8K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$216K - $349K
|
19.4K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$112K - $180K
|
10K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.99K+ 5.02% |
$44.6K - $71.8K
|
83.4K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 99.74% |
$279K - $450K
|
64
$1.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-960- 2.38% |
$10.7K - $17.3K
|
39.3K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-490- 98.0% |
$5.48K - $8.83K
|
10
$168
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$174K - $280K
|
15.5K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
238+ 27.32% |
$2.66K - $4.29K
|
1.11K
$18.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
33.9K+ 27.69% |
$379K - $611K
|
156K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.65KNew |
$29.7K - $47.8K
|
2.65K
$44.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
13.1K+ 9.48% |
$146K - $236K
|
151K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.7K- 6.76% |
$210K - $338K
|
259K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.64K- 35.55% |
$40.7K - $65.6K
|
6.6K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.3K- 7.55% |
$59.3K - $95.6K
|
64.9K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
286+ 69.76% |
$3.2K - $5.16K
|
696
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 8.79% |
$235 - $379
|
218
$3.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-79- 0.6% |
$883 - $1.42K
|
13.1K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123K- 33.74% |
$1.38M - $2.22M
|
242K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53New |
$593 - $956
|
53
$889
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$280 - $451
|
25
$419
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-580- 0.26% |
$6.48K - $10.5K
|
224K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 9.36% |
$20.7K - $33.4K
|
21.6K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.98K- 21.92% |
$55.7K - $89.9K
|
17.8K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.26K+ 12.6% |
$14.1K - $22.7K
|
11.3K
$189K
|