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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$27.7K - $38.6K
|
4K
$61.4K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
200+ 0.95% |
$1.38K - $1.93K
|
21.3K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
13.9KNew |
$96.2K - $134K
|
13.9K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.5KNew |
$128K - $178K
|
18.5K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
80KNew |
$554K - $772K
|
80K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
23.9KNew |
$165K - $231K
|
23.9K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.89M- 66.36% |
$13.1M - $18.2M
|
956K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$92.1K - $128K
|
13.3K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.5KNew |
$17.3K - $24.1K
|
2.5K
$38.4K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.5K+ 91.99% |
$93.6K - $131K
|
28.2K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.11KNew |
$14.6K - $20.4K
|
2.11K
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 24.71% |
$19.1K - $26.7K
|
14K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-69- 6.89% |
$477 - $666
|
933
$14.3K
|
|
|
May 07, 2024
Q1 2024
|
Once Capital Management, LLC
|
SELL
|
- |
-100K- 28.57% |
$692K - $965K
|
250K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100+ 100.0% |
$692 - $965
|
200
$3.07K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.6KNew |
$86.8K - $121K
|
12.6K
$193K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$2.08K - $2.9K
|
300
$4.61K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$6.92K - $9.65K
|
1K
$15.4K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.99K+ 28.89% |
$20.7K - $28.8K
|
13.3K
$205K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-636- 6.13% |
$4.4K - $6.14K
|
9.74K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75New |
$519 - $724
|
75
$1.15K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 95.24% |
$6.92K - $9.65K
|
50
$768
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
427New |
$2.95K - $4.12K
|
427
$6.55K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 2.85% |
$8.8K - $12.3K
|
43.4K
$666K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.11KNew |
$14.6K - $20.3K
|
2.11K
$32.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.5KNew |
$169K - $236K
|
24.5K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
36New |
$249 - $347
|
36
$553
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
100+ 10.05% |
$692 - $965
|
1.1K
$16.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
848New |
$5.87K - $8.18K
|
848
$13K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$23K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8.28K+ 36.06% |
$57.3K - $79.9K
|
31.2K
$479K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-5.51K- 12.56% |
$38.1K - $53.1K
|
38.3K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
72.1K+ 24.86% |
$499K - $696K
|
362K
$5.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.8K- 67.54% |
$74.4K - $104K
|
5.17K
$79.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$5.54K - $7.72K
|
800
$12.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14KNew |
$96.6K - $135K
|
14K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 9.59% |
$12.1K - $16.9K
|
16.5K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 71.43% |
$2.08K - $2.9K
|
120
$1.84K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.3K- 37.14% |
$106K - $148K
|
25.9K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-393K- 95.64% |
$2.72M - $3.79M
|
17.9K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11KNew |
$76.1K - $106K
|
11K
$169K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 12.9% |
$2.77K - $3.86K
|
3.5K
$53.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3KNew |
$20.8K - $29K
|
3K
$46.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-400- 54.05% |
$2.77K - $3.86K
|
340
$5.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$79K - $110K
|
11.4K
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-140- 28.57% |
$969 - $1.35K
|
350
$5.37K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
227+ 2.77% |
$1.57K - $2.19K
|
8.43K
$129K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
45K+ 11.22% |
$311K - $434K
|
446K
$6.85M
|