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 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 0.9% |
$1.06K - $1.33K
|
18.9K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-2.62K- 2.92% |
$16.6K - $20.7K
|
87K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
14.4K+ 49.67% |
$91.2K - $114K
|
43.5K
$667K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-75- 0.04% |
$474 - $592
|
181K
$2.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 13.04% |
$474 - $592
|
500
$7.68K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1K+ 7.77% |
$6.35K - $7.92K
|
13.9K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500K+ 50.0% |
$3.16M - $3.95M
|
1.5M
$23M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14KNew |
$88.7K - $111K
|
14K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
30KNew |
$190K - $237K
|
30K
$461K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.8KNew |
$99.8K - $125K
|
15.8K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24New |
$152 - $189
|
24
$368
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$23K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1K+ 200.0% |
$6.32K - $7.89K
|
1.5K
$23K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 1.03% |
$316 - $395
|
4.89K
$75K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15KNew |
$94.8K - $118K
|
15K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
762+ 1.63% |
$4.82K - $6.01K
|
47.5K
$729K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.86K+ 33.61% |
$24.4K - $30.4K
|
15.3K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.32K- 4.74% |
$8.33K - $10.4K
|
26.5K
$407K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.2KClosed |
$13.9K - $17.4K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$1.58K - $1.97K
|
250
$3.84K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$31.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
23KNew |
$146K - $182K
|
23K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 3.69% |
$19K - $23.7K
|
84.4K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$8.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
7.34K+ 37.29% |
$46.4K - $57.9K
|
27K
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
55+ 110.0% |
$348 - $434
|
105
$1.61K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$5.06K - $6.31K
|
800
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-11.5K- 45.51% |
$72.9K - $91K
|
13.8K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.09% |
$94.8 - $118
|
16.2K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16KNew |
$7.31K - $9.13K
|
1.16K
$17.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
750+ 6.98% |
$4.74K - $5.92K
|
11.5K
$177K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.6K- 97.3% |
$22.7K - $28.4K
|
100
$1.54K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$6.14K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.42K+ 2.41% |
$8.96K - $11.2K
|
60.2K
$925K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 13.33% |
$632 - $789
|
650
$9.98K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-57.6K- 84.38% |
$364K - $454K
|
10.7K
$164K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$6.76K - $8.44K
|
1.07K
$16.4K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$100K - $125K
|
15.8K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-132- 0.18% |
$834 - $1.04K
|
72.3K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$632 - $789
|
100
$1.54K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 17.94% |
$7.65K - $9.55K
|
5.54K
$85K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 3.81% |
$253 - $316
|
1.09K
$16.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
360+ 98.63% |
$2.28K - $2.84K
|
725
$11.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$15.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
82+ 630.77% |
$518 - $647
|
95
$1.46K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$15.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
PUT |
10KNew |
$63.2K - $78.9K
|
10K
$154K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$18.3K - $22.9K
|
2.9K
$44.5K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 50.0% |
$6.32K - $7.89K
|
3K
$46.1K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-74.6K- 39.52% |
$516K - $720K
|
114K
$1.75M
|
|