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 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.34% |
$559 - $902
|
14.5K
$342K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$368K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
936KNew |
$7.14M - $15.8M
|
936K
$22.1M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
2KNew |
$15.3K - $33.8K
|
2K
$47.3K
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-124KClosed |
$948K - $2.1M
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9New |
$68.7 - $152
|
9
$213
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61+ 0.5% |
$465 - $1.03K
|
12.3K
$290K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
530New |
$4.04K - $8.95K
|
530
$12.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
53.3KNew |
$407K - $900K
|
53.3K
$1.26M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$34.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 15.44% |
$18.9K - $41.7K
|
13.5K
$320K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
164New |
$1.25K - $2.77K
|
164
$3.88K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
160KNew |
$1.22M - $2.7M
|
160K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56.8K- 1.37% |
$433K - $959K
|
4.08M
$96.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
54.1KNew |
$413K - $913K
|
54.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
516KNew |
$3.93M - $8.7M
|
516K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
43.5KNew |
$332K - $734K
|
43.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
1.25MNew |
$9.54M - $21.1M
|
1.25M
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
46New |
$351 - $776
|
46
$1.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
268K+ 144.75% |
$2.04M - $4.52M
|
452K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
207KNew |
$1.58M - $3.5M
|
207K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
87.4KNew |
$667K - $1.48M
|
87.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$134K - $296K
|
17.5K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
100KNew |
$763K - $1.69M
|
100K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-945K- 70.99% |
$7.21M - $15.9M
|
386K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
250KNew |
$1.91M - $4.22M
|
250K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
28.9KNew |
$221K - $488K
|
28.9K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
132KNew |
$1.01M - $2.23M
|
132K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
64.6KNew |
$493K - $1.09M
|
64.6K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
CALL |
360New |
$2.75K - $6.08K
|
360
$8.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
300New |
$2.29K - $5.06K
|
300
$7.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
69.4KNew |
$530K - $1.17M
|
69.4K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$136K - $300K
|
17.8K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
631+ 30.12% |
$4.81K - $10.7K
|
2.73K
$64.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
217KNew |
$1.66M - $3.67M
|
217K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 13.33% |
$1.53K - $3.38K
|
1.3K
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
58New |
$443 - $979
|
58
$1.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$157K - $348K
|
20.6K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
331KNew |
$2.52M - $5.58M
|
331K
$7.82M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.4K+ 6401.37% |
$179K - $395K
|
23.8K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
240+ 2000.0% |
$1.83K - $4.05K
|
252
$5.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.5KNew |
$57.2K - $127K
|
7.5K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
52.1KNew |
$397K - $879K
|
52.1K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
522KNew |
$3.99M - $8.82M
|
522K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13K+ 965.52% |
$98.9K - $219K
|
14.3K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
43+ 72.88% |
$328 - $726
|
102
$2.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-300K- 37.5% |
$2.29M - $5.06M
|
500K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-342- 50.67% |
$2.61K - $5.77K
|
333
$7.88K
|
|