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 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
118+ 590.0% |
$817 - $1.14K
|
138
$2.12K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107Closed |
$740 - $1.03K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$7.68K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-234- 92.13% |
$1.62K - $2.26K
|
20
$307
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$385K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.5K- 55.1% |
$93.4K - $130K
|
11K
$169K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Hst Ventures, LLC
|
BUY
|
- |
138KNew |
$954K - $1.33M
|
138K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
113KNew |
$779K - $1.09M
|
113K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
423KNew |
$2.93M - $4.08M
|
423K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
2.27MNew |
$15.7M - $21.9M
|
2.27M
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
PUT |
7.25M+ 263.64% |
$50.2M - $70M
|
10M
$154M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
60KNew |
$415K - $579K
|
60K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-151K- 4.66% |
$1.05M - $1.46M
|
3.09M
$47.5M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
174KNew |
$1.2M - $1.68M
|
174K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.5KNew |
$163K - $227K
|
23.5K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
49.1KNew |
$340K - $473K
|
49.1K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-121K- 80.93% |
$840K - $1.17M
|
28.6K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
500KNew |
$3.46M - $4.83M
|
500K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-209K- 79.76% |
$1.44M - $2.01M
|
53K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 5.13% |
$11K - $15.3K
|
29.3K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.32MNew |
$16.1M - $22.4M
|
2.32M
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$138K - $193K
|
20K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
25.5KNew |
$176K - $246K
|
25.5K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
232KNew |
$1.61M - $2.24M
|
232K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$7.68K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
181KNew |
$1.25M - $1.74M
|
181K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
70.3K+ 366.15% |
$486K - $678K
|
89.5K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.83K- 20.19% |
$33.4K - $46.6K
|
19.1K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 15.63% |
$34.6K - $48.3K
|
37K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$74K - $103K
|
10.7K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.9K+ 48.8% |
$567K - $791K
|
250K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362K+ 311.9% |
$2.51M - $3.49M
|
478K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 14.14% |
$12.4K - $17.3K
|
10.9K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2K+ 50.0% |
$13.8K - $19.3K
|
6K
$92.1K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
49.9K+ 50.53% |
$345K - $482K
|
149K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.8K- 17.04% |
$95.3K - $133K
|
67K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-374- 39.58% |
$2.59K - $3.61K
|
571
$8.76K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27New |
$187 - $261
|
27
$414
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.8K- 10.5% |
$54K - $75.3K
|
66.5K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$69.2 - $96.5
|
10
$154
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.94K+ 6.78% |
$34.2K - $47.7K
|
77.8K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.9K+ 39.82% |
$110K - $153K
|
55.8K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.4KNew |
$128K - $178K
|
18.4K
$283K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157+ 2.05% |
$1.09K - $1.52K
|
7.83K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
10.2KNew |
$70.9K - $98.9K
|
10.2K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
CALL |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$23K
|