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, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-297- 50.34% |
$1.88K - $2.34K
|
293
$6.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
54KNew |
$341K - $426K
|
54K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
159KNew |
$1.01M - $1.26M
|
159K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.8KNew |
$17.7K - $22.1K
|
2.8K
$66.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
44.4KNew |
$281K - $351K
|
44.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.6KNew |
$67.3K - $84K
|
10.6K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.66M+ 8.75% |
$23.1M - $28.9M
|
45.5M
$1.08B
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-856K- 74.0% |
$5.41M - $6.75M
|
301K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-51.6K- 55.49% |
$326K - $407K
|
41.4K
$979K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 25.78% |
$27.3K - $34.1K
|
12.4K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86.5K+ 4252.83% |
$547K - $683K
|
88.6K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
10.1KNew |
$63.7K - $79.6K
|
10.1K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
25.6K+ 33.43% |
$162K - $202K
|
102K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.3KNew |
$65.2K - $81.4K
|
10.3K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
13.1KNew |
$82.6K - $103K
|
13.1K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
290+ 128.89% |
$1.83K - $2.29K
|
515
$12.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
90.4KNew |
$571K - $713K
|
90.4K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$166
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
500New |
$3.16K - $3.95K
|
500
$11.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$23.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.3KNew |
$65.1K - $81.2K
|
10.3K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.7KNew |
$67.5K - $84.3K
|
10.7K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$7.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-64.4K- 50.0% |
$407K - $508K
|
64.4K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$260K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 13.04% |
$474 - $592
|
500
$11.8K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500K+ 50.0% |
$3.16M - $3.95M
|
1.5M
$35.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.8KNew |
$99.8K - $125K
|
15.8K
$373K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24New |
$152 - $189
|
24
$568
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$35.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 1.03% |
$316 - $395
|
4.89K
$116K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15KNew |
$94.8K - $118K
|
15K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
762+ 1.63% |
$4.82K - $6.01K
|
47.5K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$1.58K - $1.97K
|
250
$5.91K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$47.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
23KNew |
$146K - $182K
|
23K
$545K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$13.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
55+ 110.0% |
$348 - $434
|
105
$2.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$5.06K - $6.31K
|
800
$18.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
750+ 6.98% |
$4.74K - $5.92K
|
11.5K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$9.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$6.76K - $8.44K
|
1.07K
$25.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$632 - $789
|
100
$2.37K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
360+ 98.63% |
$2.28K - $2.84K
|
725
$17.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$23.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
82+ 630.77% |
$518 - $647
|
95
$2.25K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
PUT |
10KNew |
$63.2K - $78.9K
|
10K
$237K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$18.3K - $22.9K
|
2.9K
$68.6K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 17.95% |
$4.84K - $6.76K
|
4.6K
$109K
|
|