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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
94.2KNew |
$448K - $918K
|
94.2K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 45.76% |
$55.4K - $113K
|
13.8K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-536- 2.18% |
$2.55K - $5.22K
|
24.1K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
397KNew |
$1.89M - $3.87M
|
397K
$6.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
144KNew |
$683K - $1.4M
|
144K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
19.9KNew |
$94.5K - $193K
|
19.9K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
40KNew |
$190K - $390K
|
40K
$614K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.8K+ 26.39% |
$94.3K - $193K
|
94.9K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-512- 95.7% |
$2.44K - $4.99K
|
23
$353
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
26K+ 11.38% |
$124K - $253K
|
254K
$3.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-17.2K- 37.97% |
$82K - $168K
|
28.1K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
2.5KNew |
$11.9K - $24.4K
|
2.5K
$38.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
400New |
$1.9K - $3.9K
|
400
$6.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.26K+ 13.49% |
$20.3K - $41.5K
|
35.8K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
13.6KNew |
$64.8K - $133K
|
13.6K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
100+ 20.0% |
$476 - $974
|
600
$9.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100Closed |
$476 - $974
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-7.46K- 1.49% |
$35.5K - $72.6K
|
493K
$7.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20KNew |
$95.2K - $195K
|
20K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
CALL |
51KNew |
$243K - $497K
|
51K
$783K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5New |
$23.8 - $48.7
|
5
$76.8
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-60.3K- 23.05% |
$287K - $588K
|
201K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$1.43K - $2.92K
|
300
$4.61K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.5KNew |
$183K - $375K
|
38.5K
$591K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
400+ 36.36% |
$1.9K - $3.9K
|
1.5K
$23K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$286 - $584
|
60
$921
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
127New |
$605 - $1.24K
|
127
$1.95K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$47.6K - $97.4K
|
10K
$154K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
800New |
$3.81K - $7.79K
|
800
$12.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
500+ 4.33% |
$2.38K - $4.87K
|
12K
$185K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
240KNew |
$1.14M - $2.34M
|
240K
$3.68M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.8K- 17.83% |
$13.3K - $27.3K
|
12.9K
$198K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.02K- 28.22% |
$4.59K - $7.87K
|
2.6K
$39.8K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
125New |
$563 - $965
|
125
$1.92K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-300- 75.0% |
$1.35K - $2.32K
|
100
$1.54K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
293K+ 200.72% |
$1.32M - $2.26M
|
439K
$6.74M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.11K+ 4.91% |
$9.5K - $16.3K
|
45.1K
$692K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-609- 4.04% |
$2.74K - $4.7K
|
14.5K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.9K+ 16.57% |
$13.1K - $22.4K
|
20.4K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-197K- 4.02% |
$888K - $1.52M
|
4.71M
$72.3M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.9KNew |
$8.55K - $14.7K
|
1.9K
$29.2K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$46.1K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
50KNew |
$225K - $386K
|
50K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$45.5K - $78.1K
|
10.1K
$155K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.15K+ 22.24% |
$14.2K - $24.3K
|
17.3K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-257K- 71.0% |
$1.16M - $1.98M
|
105K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-807K- 89.79% |
$3.63M - $6.23M
|
91.8K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$900K - $1.54M
|
200K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
23.5KNew |
$106K - $181K
|
23.5K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.25K- 96.53% |
$5.63K - $9.65K
|
45
$691
|
|