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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45KNew |
$9.13K - $11.4K
|
1.45K
$22.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34K+ 7.27% |
$8.47K - $10.6K
|
19.8K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.8K+ 467.1% |
$61.9K - $77.3K
|
11.9K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
54KNew |
$341K - $426K
|
54K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 25.9% |
$78.4K - $97.8K
|
60.3K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
159KNew |
$1.01M - $1.26M
|
159K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14KNew |
$88.3K - $110K
|
14K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.8KNew |
$17.7K - $22.1K
|
2.8K
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.93K+ 17.76% |
$37.5K - $46.8K
|
39.3K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
44.4KNew |
$281K - $351K
|
44.4K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.6KNew |
$67.3K - $84K
|
10.6K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.66M+ 8.75% |
$23.1M - $28.9M
|
45.5M
$698M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-856K- 74.0% |
$5.41M - $6.75M
|
301K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-51.6K- 55.49% |
$326K - $407K
|
41.4K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
68.8KNew |
$435K - $543K
|
68.8K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 25.78% |
$27.3K - $34.1K
|
12.4K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
555K+ 337.56% |
$3.51M - $4.38M
|
719K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86.5K+ 4252.83% |
$547K - $683K
|
88.6K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
10.1KNew |
$63.7K - $79.6K
|
10.1K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
25.6K+ 33.43% |
$162K - $202K
|
102K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.3KNew |
$65.2K - $81.4K
|
10.3K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-500- 4.39% |
$3.16K - $3.95K
|
10.9K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.19K- 99.07% |
$20.1K - $25.1K
|
30
$461
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
13.1KNew |
$82.6K - $103K
|
13.1K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.63K- 15.68% |
$22.9K - $28.6K
|
19.5K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 5.17% |
$1.58K - $1.97K
|
5.09K
$78.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 12.11% |
$322 - $402
|
472
$7.25K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110K+ 22.2% |
$697K - $870K
|
607K
$9.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
290+ 128.89% |
$1.83K - $2.29K
|
515
$7.91K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
38.3KNew |
$242K - $303K
|
38.3K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 40.82% |
$6.32K - $7.89K
|
3.45K
$53K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
90.4KNew |
$571K - $713K
|
90.4K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$107
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 33.68% |
$9.16K - $11.4K
|
5.75K
$88.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
500New |
$3.16K - $3.95K
|
500
$7.68K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$63.5K - $79.3K
|
10K
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$15.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 12.69% |
$1.58K - $1.97K
|
1.72K
$26.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.3KNew |
$65.1K - $81.2K
|
10.3K
$158K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.7KNew |
$67.5K - $84.3K
|
10.7K
$164K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$4.61K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-64.4K- 50.0% |
$407K - $508K
|
64.4K
$988K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 7.69% |
$3.79K - $4.73K
|
7.2K
$111K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500+ 12.69% |
$3.16K - $3.95K
|
4.44K
$68.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
14KNew |
$88.5K - $110K
|
14K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$169K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1K+ 9.09% |
$6.32K - $7.89K
|
12K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
10.7KNew |
$67.3K - $84K
|
10.7K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
898+ 1.0% |
$5.68K - $7.09K
|
90.9K
$1.39M
|