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 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
69+ 18.8% |
$771 - $1.24K
|
436
$7.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$839 - $1.35K
|
75
$1.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.97K- 0.96% |
$33.2K - $53.5K
|
306K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.18K+ 6.63% |
$46.7K - $75.3K
|
67.2K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.71K- 5.32% |
$30.3K - $48.9K
|
48.3K
$811K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
125New |
$1.4K - $2.25K
|
125
$2.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.4K- 23.94% |
$127K - $206K
|
36.2K
$607K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
59.5K+ 66.87% |
$665K - $1.07M
|
148K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-618- 1.02% |
$6.91K - $11.1K
|
59.7K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 91.23% |
$12.4K - $20.1K
|
107
$1.79K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.83K- 46.67% |
$110K - $177K
|
11.2K
$188K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 24.14% |
$34.1K - $55K
|
15.7K
$263K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.5K+ 8.3% |
$106K - $171K
|
124K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.4K- 39.32% |
$105K - $170K
|
14.5K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-812- 0.11% |
$9.08K - $14.6K
|
718K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 29.74% |
$148K - $239K
|
31.3K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125New |
$1.4K - $2.25K
|
125
$2.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.2K+ 17.64% |
$248K - $400K
|
148K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190New |
$2.12K - $3.43K
|
190
$3.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.3KNew |
$249K - $402K
|
22.3K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-44.2K- 15.73% |
$494K - $796K
|
237K
$3.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.47KNew |
$16.4K - $26.5K
|
1.47K
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.32K+ 3316.0% |
$37.1K - $59.8K
|
3.42K
$57.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-245K- 36.49% |
$2.74M - $4.41M
|
426K
$7.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.93K+ 2.26% |
$111K - $179K
|
450K
$7.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.87KNew |
$43.3K - $69.8K
|
3.87K
$64.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
716+ 3.57% |
$8K - $12.9K
|
20.8K
$348K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 1.69% |
$3.24K - $5.23K
|
16.9K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210New |
$2.35K - $3.79K
|
210
$3.52K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$1.12K - $1.8K
|
100
$1.68K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 2.02% |
$559 - $902
|
2.53K
$42.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$167K - $270K
|
15K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71+ 47.02% |
$794 - $1.28K
|
222
$3.72K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
21.6K+ 16.01% |
$241K - $389K
|
156K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
750+ 1.51% |
$8.39K - $13.5K
|
50.5K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
450+ 1.45% |
$5.03K - $8.11K
|
31.5K
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-7K- 2.78% |
$78.3K - $126K
|
245K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.41% |
$11.2 - $18
|
240
$4.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$12.9K - $20.9K
|
1.16K
$19.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$55.9 - $90.2
|
5
$83.9
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 83.33% |
$1.12K - $1.8K
|
220
$3.69K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
27.9KNew |
$312K - $504K
|
27.9K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 21.74% |
$224 - $361
|
112
$1.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-88K- 91.4% |
$984K - $1.59M
|
8.28K
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 33.33% |
$11.2K - $18K
|
4K
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.3K+ 12.55% |
$25.7K - $41.5K
|
20.6K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.91K- 10.5% |
$111K - $179K
|
84.5K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.49K- 18.43% |
$83.7K - $135K
|
33.2K
$556K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-500- 8.87% |
$5.59K - $9.02K
|
5.13K
$86.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
310+ 2.28% |
$3.47K - $5.59K
|
13.9K
$233K
|