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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
274K+ 443.85% |
$2.6M - $4.99M
|
336K
$7.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.9KNew |
$284K - $544K
|
29.9K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
22K+ 114.01% |
$209K - $400K
|
41.2K
$975K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$21.4K - $41K
|
5.2K
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 2.11% |
$323 - $619
|
1.65K
$39K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 0.07% |
$219 - $419
|
31.5K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 7.17% |
$17.1K - $32.8K
|
23.3K
$551K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.88% |
$950 - $1.82K
|
11.3K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 327.78% |
$1.12K - $2.15K
|
154
$3.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 31.61% |
$2.09K - $4.01K
|
476
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14New |
$133 - $255
|
14
$331
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 25.22% |
$42.4K - $81.4K
|
22.2K
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 100.0% |
$950 - $1.82K
|
200
$4.73K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
122+ 10.14% |
$1.16K - $2.22K
|
1.33K
$31.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 3.49% |
$69.4K - $133K
|
216K
$5.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
60+ 0.51% |
$570 - $1.09K
|
11.9K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-5.74K- 7.08% |
$54.5K - $104K
|
75.3K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-76.2K- 51.51% |
$724K - $1.39M
|
71.7K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.02K- 11.84% |
$47.7K - $91.4K
|
37.4K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2K+ 16.67% |
$19K - $36.4K
|
14K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 21.62% |
$76 - $146
|
45
$1.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
81.8K+ 129.13% |
$777K - $1.49M
|
145K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-73.4K- 83.23% |
$697K - $1.34M
|
14.8K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.95K+ 4.68% |
$37.6K - $72K
|
88.5K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.6KNew |
$119K - $229K
|
12.6K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25.5K+ 11.13% |
$242K - $464K
|
255K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 24.0% |
$57 - $109
|
31
$733
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
700+ 4.52% |
$6.65K - $12.7K
|
16.2K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.04K+ 30.24% |
$38.4K - $73.6K
|
17.4K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.3K+ 296.91% |
$544K - $1.04M
|
76.6K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-209K- 90.97% |
$1.98M - $3.8M
|
20.7K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3M+ 3861.74% |
$12.4M - $23.7M
|
1.34M
$31.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
49.6KNew |
$471K - $903K
|
49.6K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
117K+ 24.91% |
$1.11M - $2.13M
|
587K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-470- 0.98% |
$4.47K - $8.56K
|
47.7K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.7K+ 25.68% |
$44.6K - $85.5K
|
23K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
162KNew |
$1.54M - $2.96M
|
162K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
801+ 3.12% |
$7.61K - $14.6K
|
26.5K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
130+ 270.83% |
$1.24K - $2.37K
|
178
$4.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8KNew |
$159K - $306K
|
16.8K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.5KNew |
$119K - $228K
|
12.5K
$296K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37.6K- 91.4% |
$357K - $684K
|
3.54K
$83.6K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.83K+ 14.63% |
$93.4K - $179K
|
77K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
154KNew |
$1.46M - $2.8M
|
154K
$3.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.25K- 0.74% |
$21.4K - $41K
|
304K
$7.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 7.41% |
$9.5K - $18.2K
|
14.5K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
46.3KNew |
$440K - $843K
|
46.3K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
91.6K+ 38.71% |
$870K - $1.67M
|
328K
$7.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-302- 1.08% |
$2.87K - $5.5K
|
27.6K
$653K
|