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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
61.5KNew |
$407K - $635K
|
61.5K
$944K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
CALL |
31.4K+ 37.38% |
$208K - $324K
|
115K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$66.2 - $103
|
10
$154
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5KNew |
$33.1K - $51.6K
|
5K
$76.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 76.0% |
$252 - $392
|
12
$184
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$1.54K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-123K- 67.62% |
$816K - $1.27M
|
59K
$906K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.3KNew |
$68.2K - $106K
|
10.3K
$158K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
87.6KNew |
$580K - $904K
|
87.6K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$7.28K - $11.4K
|
1.1K
$16.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.19K- 35.62% |
$41K - $63.9K
|
11.2K
$172K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$7.68K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$6.62 - $10.3
|
380
$5.83K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.47K- 93.63% |
$9.73K - $15.2K
|
100
$1.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165New |
$1.09K - $1.7K
|
165
$2.53K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-744- 33.91% |
$4.93K - $7.68K
|
1.45K
$22.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
CALL |
-18K- 78.26% |
$119K - $186K
|
5K
$76.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$69.5K - $108K
|
10.5K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-100- 21.14% |
$662 - $1.03K
|
373
$5.73K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.35K- 15.26% |
$22.2K - $34.6K
|
18.6K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30K- 42.86% |
$199K - $310K
|
40K
$614K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$73.4K - $114K
|
11.1K
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118New |
$781 - $1.22K
|
118
$1.81K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.9K+ 8.4% |
$165K - $257K
|
322K
$4.94M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.87MNew |
$65.6M - $102M
|
8.87M
$136M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
44.9KNew |
$332K - $514K
|
44.9K
$689K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.9K- 46.43% |
$95.6K - $148K
|
14.9K
$229K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$1.07M - $1.66M
|
145K
$2.23M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.8KClosed |
$117K - $181K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-24.2K- 66.12% |
$179K - $277K
|
12.4K
$190K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$7.4K - $11.5K
|
1K
$15.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.3K- 85.26% |
$128K - $198K
|
2.99K
$46K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-100K- 33.33% |
$740K - $1.15M
|
200K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
427KNew |
$3.16M - $4.89M
|
427K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
PUT |
-1.46M- 78.89% |
$10.8M - $16.7M
|
390K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
91.1KNew |
$674K - $1.04M
|
91.1K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
23.9KNew |
$177K - $274K
|
23.9K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
644KNew |
$4.77M - $7.38M
|
644K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
55.2KNew |
$408K - $632K
|
55.2K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$95.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
5KNew |
$37K - $57.3K
|
5K
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-29.4K- 19.92% |
$218K - $337K
|
118K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
215K+ 137.44% |
$1.59M - $2.46M
|
371K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-157- 0.13% |
$1.16K - $1.8K
|
120K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
30KNew |
$222K - $344K
|
30K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
456New |
$3.37K - $5.22K
|
456
$7K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
18.4KNew |
$136K - $211K
|
18.4K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128New |
$947 - $1.47K
|
128
$1.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462KNew |
$3.42M - $5.28M
|
462K
$7.08M
|
|