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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.93K- 27.84% |
$24.8K - $32.2K
|
10.2K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50K- 50.0% |
$316K - $410K
|
50K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
CALL |
300KNew |
$1.9M - $2.46M
|
300K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-27.3K- 51.88% |
$172K - $223K
|
25.3K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-406K- 53.53% |
$2.57M - $3.33M
|
353K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.48MNew |
$15.7M - $20.3M
|
2.48M
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$89.6K - $116K
|
14.2K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.6KNew |
$79.7K - $103K
|
12.6K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
410KNew |
$2.59M - $3.35M
|
410K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
390K+ 1000.0% |
$2.46M - $3.19M
|
429K
$7.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
630New |
$3.98K - $5.16K
|
630
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$107K - $139K
|
17K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.8K+ 1.91% |
$125K - $162K
|
1.06M
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-119K- 7.15% |
$752K - $975K
|
1.55M
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-620- 86.11% |
$3.92K - $5.08K
|
100
$1.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-260K- 45.71% |
$1.64M - $2.13M
|
309K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 8.02% |
$7.3K - $9.46K
|
13.3K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-375- 3.05% |
$2.37K - $3.07K
|
11.9K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
411KNew |
$2.6M - $3.37M
|
411K
$6.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.1KNew |
$253K - $328K
|
40.1K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.2KNew |
$159K - $206K
|
25.2K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$78K - $101K
|
12.3K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.7K- 21.68% |
$86.3K - $112K
|
49.3K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.2KNew |
$20.2K - $26.2K
|
3.2K
$53.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 3.93% |
$116K - $151K
|
449K
$7.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.27% |
$50.6 - $65.5
|
253
$4.24K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
70.6K+ 41.5% |
$446K - $578K
|
241K
$4.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.6K+ 220.7% |
$111K - $144K
|
25.6K
$428K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$6K - $7.78K
|
950
$15.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
117KNew |
$739K - $958K
|
117K
$1.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-946- 7.29% |
$5.98K - $7.75K
|
12K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
125K+ 98.23% |
$787K - $1.02M
|
251K
$4.21M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
13New |
$82.2 - $106
|
13
$218
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$228 - $295
|
36
$604
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.66K- 84.14% |
$10.5K - $13.6K
|
313
$5.25K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-12.4K- 53.7% |
$78.1K - $101K
|
10.7K
$179K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
210New |
$1.33K - $1.72K
|
210
$3.52K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 100.0% |
$63.2 - $81.9
|
20
$335
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
150KNew |
$948K - $1.23M
|
150K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
CALL |
191KNew |
$1.21M - $1.56M
|
191K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
109New |
$689 - $893
|
109
$1.83K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
52.3KNew |
$331K - $428K
|
52.3K
$877K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 11.35% |
$7.75K - $10K
|
12K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10.6KNew |
$66.9K - $86.6K
|
10.6K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.4K- 9.15% |
$8.85K - $11.5K
|
13.9K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-62- 0.61% |
$392 - $508
|
10.1K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.12% |
$12.6 - $16.4
|
1.61K
$27.1K
|