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 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.64KNew |
$63.9K - $98.9K
|
8.64K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
PUT |
-1.75M- 62.5% |
$13M - $20M
|
1.05M
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
55+ 0.05% |
$407 - $630
|
122K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
41.4KNew |
$306K - $474K
|
41.4K
$635K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
PUT |
41.4KNew |
$306K - $474K
|
41.4K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-221K- 67.75% |
$1.64M - $2.53M
|
105K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1K- 16.67% |
$7.4K - $11.5K
|
5K
$76.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.3KNew |
$84K - $130K
|
11.3K
$174K
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
48.6KNew |
$360K - $556K
|
48.6K
$746K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$370 - $573
|
50
$768
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.9K+ 45.2% |
$51.1K - $79K
|
22.2K
$340K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
12.8KNew |
$94.6K - $146K
|
12.8K
$196K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.91K- 92.71% |
$14.1K - $21.8K
|
150
$2.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
15.7KNew |
$116K - $179K
|
15.7K
$240K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-19.5K- 97.5% |
$144K - $223K
|
500
$7.68K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$9.25K - $14.3K
|
1.25K
$19.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
518KNew |
$3.84M - $5.94M
|
518K
$7.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
34+ 0.11% |
$252 - $389
|
31.5K
$483K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-30- 83.33% |
$222 - $344
|
6
$92.1
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10K+ 202.28% |
$74.1K - $115K
|
15K
$230K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 5.56% |
$9.71K - $15K
|
22.3K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 3.85% |
$740 - $1.15K
|
2.5K
$38.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
43.9KNew |
$324K - $502K
|
43.9K
$673K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20New |
$148 - $229
|
20
$307
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-18.9K- 91.97% |
$139K - $216K
|
1.65K
$25.3K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
CALL |
-2.3K- 5.05% |
$17K - $26.3K
|
43.2K
$663K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.28KClosed |
$20.4K - $41.7K
|
0
$0
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-21.2KClosed |
$101K - $207K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 8.76% |
$52.9K - $108K
|
116K
$1.78M
|
|
|
Aug 16, 2023
Q2 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-20K- 15.66% |
$95.2K - $195K
|
108K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
40KNew |
$190K - $390K
|
40K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
14.7KNew |
$70K - $143K
|
14.7K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
1.41MNew |
$6.69M - $13.7M
|
1.41M
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.85K- 24.28% |
$18.3K - $37.5K
|
12K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
62.2KNew |
$296K - $606K
|
62.2K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-124K- 99.66% |
$592K - $1.21M
|
419
$6.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-29.1K- 65.42% |
$139K - $284K
|
15.4K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.34K- 57.97% |
$15.9K - $32.5K
|
2.42K
$37.2K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$57.6K - $118K
|
12.1K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
130KNew |
$618K - $1.26M
|
130K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
PUT |
100+ 0.08% |
$476 - $974
|
130K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
CALL |
1.6KNew |
$7.62K - $15.6K
|
1.6K
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
35.2KNew |
$168K - $343K
|
35.2K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10KNew |
$47.7K - $97.6K
|
10K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
PUT |
25KNew |
$119K - $244K
|
25K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
390K+ 498.66% |
$1.85M - $3.79M
|
468K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
128K+ 173.32% |
$607K - $1.24M
|
201K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
110KNew |
$524K - $1.07M
|
110K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
439KNew |
$2.09M - $4.27M
|
439K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
149KNew |
$707K - $1.45M
|
149K
$2.28M
|
|