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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$55.6K - $94.6K
|
11.5K
$176K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-982- 8.61% |
$4.75K - $8.08K
|
10.4K
$160K
|
|
Q2 2022 | |||||||
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.2KNew |
$64.1K - $119K
|
12.2K
$187K
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-32.9K- 88.85% |
$173K - $321K
|
4.12K
$63.3K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-394Closed |
$2.07K - $3.85K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-122- 16.22% |
$641 - $1.19K
|
630
$9.67K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
19.4KNew |
$102K - $190K
|
19.4K
$298K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 66.67% |
$52.5 - $97.7
|
5
$76.8
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-38.2KClosed |
$201K - $373K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125New |
$656 - $1.22K
|
125
$1.92K
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-110KClosed |
$578K - $1.07M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.5KNew |
$65.9K - $123K
|
12.5K
$193K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-200Closed |
$1.05K - $1.95K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.56MClosed |
$13.4M - $25M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-384KClosed |
$2.02M - $3.75M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4KClosed |
$12.6K - $23.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-1.3K- 0.56% |
$6.83K - $12.7K
|
230K
$3.53M
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-26.7KClosed |
$140K - $261K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-230KClosed |
$1.21M - $2.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46.1KClosed |
$242K - $450K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 333.33% |
$1.31K - $2.44K
|
325
$4.99K
|
|
Aug 15, 2022
Q2 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-608KClosed |
$3.19M - $5.94M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.08MClosed |
$5.68M - $10.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-57.9KClosed |
$304K - $565K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-57.5KClosed |
$302K - $562K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-60KClosed |
$315K - $586K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
136KNew |
$715K - $1.33M
|
136K
$2.09M
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.29KClosed |
$43.5K - $81K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-578Closed |
$3.03K - $5.65K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.4KNew |
$54.4K - $101K
|
10.4K
$159K
|
|
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
2.5K+ 0.14% |
$13.1K - $24.4K
|
1.75M
$26.9M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.1KClosed |
$73.9K - $138K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
1.57K+ 19.96% |
$8.24K - $15.3K
|
9.43K
$145K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.2KClosed |
$58.7K - $109K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 1.26% |
$26.3 - $48.8
|
392
$6.02K
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.8KClosed |
$62.2K - $116K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-23K- 39.26% |
$121K - $224K
|
35.5K
$545K
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-81KClosed |
$425K - $791K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.95MClosed |
$10.3M - $19.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-22.6KClosed |
$119K - $221K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5KClosed |
$60.6K - $113K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-74.1KClosed |
$389K - $724K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-277KClosed |
$1.45M - $2.7M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-563KClosed |
$2.96M - $5.5M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
750New |
$3.94K - $7.33K
|
750
$11.5K
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-130KClosed |
$684K - $1.27M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-45KClosed |
$236K - $440K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-39.9KClosed |
$210K - $390K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.9KNew |
$57.4K - $107K
|
10.9K
$168K
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-244KClosed |
$1.28M - $2.39M
|
0
$0
|