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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 9.59% |
$12.1K - $16.9K
|
16.5K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.3K- 37.14% |
$106K - $148K
|
25.9K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-393K- 95.64% |
$2.72M - $3.79M
|
17.9K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11KNew |
$76.1K - $106K
|
11K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3KNew |
$20.8K - $29K
|
3K
$71K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$79K - $110K
|
11.4K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
227+ 2.77% |
$1.57K - $2.19K
|
8.43K
$199K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100Closed |
$662 - $1.03K
|
0
$0
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.05KNew |
$13.6K - $21.1K
|
2.05K
$48.4K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.24KNew |
$8.18K - $12.7K
|
1.24K
$29.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
332+ 33200.0% |
$2.2K - $3.43K
|
333
$7.88K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$993 - $1.55K
|
150
$3.55K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
675New |
$4.47K - $6.97K
|
675
$16K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$2.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
6.13MNew |
$40.6M - $63.3M
|
6.13M
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
873KNew |
$5.78M - $9.01M
|
873K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1New |
$6.62 - $10.3
|
1
$23.7
|
|
|
Feb 14, 2024
Q4 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
300KNew |
$1.99M - $3.1M
|
300K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
37.5KNew |
$248K - $387K
|
37.5K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-34- 0.21% |
$225 - $351
|
15.8K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-25K- 45.45% |
$166K - $258K
|
30K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
292K+ 183.65% |
$1.93M - $3.01M
|
451K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
CALL |
40New |
$265 - $413
|
40
$946
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$7.82K - $12.2K
|
1.18K
$27.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Riverwood Capital Management Ltd.
|
SELL
|
- |
-5.36K- 25.0% |
$35.5K - $55.3K
|
16.1K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 2.09% |
$159 - $248
|
1.17K
$27.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.9K+ 44.38% |
$52.3K - $81.5K
|
25.7K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
668KNew |
$4.42M - $6.89M
|
668K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-43K- 20.34% |
$285K - $444K
|
168K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$123K - $192K
|
18.6K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
32.6K+ 70841.3% |
$216K - $336K
|
32.6K
$772K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-806- 1.21% |
$5.34K - $8.32K
|
65.7K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
CALL |
1.5MNew |
$9.93M - $15.5M
|
1.5M
$35.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-750- 4.89% |
$4.97K - $7.74K
|
14.6K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
- |
-300K- 7.41% |
$1.99M - $3.1M
|
3.75M
$88.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2KNew |
$13.2K - $20.6K
|
2K
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-59.5K- 35.11% |
$394K - $614K
|
110K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 9.82% |
$6.62K - $10.3K
|
11.2K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-510- 10.12% |
$3.38K - $5.26K
|
4.53K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 32.69% |
$97.4K - $152K
|
30.3K
$716K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.51K- 36.04% |
$9.98K - $15.6K
|
2.68K
$63.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-600- 37.5% |
$3.97K - $6.19K
|
1K
$23.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$8.88K - $13.8K
|
1.34K
$31.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-622- 3.13% |
$4.12K - $6.42K
|
19.3K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-7.82K- 24.11% |
$51.7K - $80.7K
|
24.6K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2K+ 66.67% |
$13.2K - $20.6K
|
5K
$118K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$66.2 - $103
|
10
$237
|
|