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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 147.72% |
$61K - $117K
|
10.8K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
986New |
$9.37K - $18K
|
986
$23.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.46K- 6.54% |
$13.9K - $26.6K
|
20.8K
$493K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.5KNew |
$128K - $246K
|
13.5K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
879+ 4.26% |
$8.35K - $16K
|
21.5K
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-250K- 55.5% |
$2.37M - $4.55M
|
200K
$4.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-252- 1.21% |
$2.39K - $4.59K
|
20.5K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
352KNew |
$3.35M - $6.41M
|
352K
$8.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.51K+ 25.4% |
$33.3K - $63.9K
|
17.3K
$409K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 0.75% |
$1.16K - $2.22K
|
16.3K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
10.3KNew |
$97.4K - $187K
|
10.3K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
864+ 0.19% |
$8.21K - $15.7K
|
447K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-673- 45.78% |
$6.39K - $12.3K
|
797
$18.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 2.91% |
$3.9K - $7.47K
|
13.7K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.55K+ 3.55% |
$52.7K - $101K
|
162K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
12.8K+ 17.98% |
$121K - $232K
|
83.7K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
32.9K+ 44.24% |
$313K - $599K
|
107K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 5.0% |
$1.9K - $3.64K
|
4.2K
$99.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
95K+ 97.96% |
$902K - $1.73M
|
192K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.59K+ 17.29% |
$24.6K - $47.1K
|
17.5K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.23K+ 25.83% |
$30.6K - $58.7K
|
15.7K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$107K - $206K
|
11.3K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$10.2K - $19.6K
|
13.3K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.9K- 47.33% |
$122K - $235K
|
14.3K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$105K - $202K
|
11.1K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 45.07% |
$304 - $583
|
39
$922
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 9.34% |
$1.25K - $2.4K
|
1.28K
$30.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 59.52% |
$1.19K - $2.28K
|
335
$7.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
180+ 58.82% |
$1.71K - $3.28K
|
486
$11.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21K+ 26.17% |
$200K - $382K
|
101K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.48K+ 62.54% |
$52K - $99.7K
|
14.2K
$337K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50KNew |
$559K - $902K
|
50K
$1.18M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.1KNew |
$202K - $326K
|
18.1K
$428K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
40New |
$447 - $721
|
40
$946
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$470 - $757
|
42
$993
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$270K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.24K - $3.61K
|
200
$4.73K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
440+ 220.0% |
$4.92K - $7.93K
|
640
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.36K- 37.46% |
$82.3K - $133K
|
12.3K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 14.29% |
$112 - $180
|
80
$1.89K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.1M+ 3202.06% |
$68.2M - $110M
|
6.29M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 9.84% |
$39K - $62.9K
|
39K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.67K- 17.47% |
$52.2K - $84.2K
|
22.1K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.84% |
$27.5K - $44.4K
|
53.3K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$20.8K - $33.5K
|
21.2K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
17.9K+ 7.74% |
$200K - $322K
|
249K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.37KNew |
$37.7K - $60.8K
|
3.37K
$79.7K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 0.76% |
$3.24K - $5.23K
|
38K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
171KNew |
$1.91M - $3.08M
|
171K
$4.04M
|
|