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 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-47KClosed |
$247K - $459K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-13.5KClosed |
$70.9K - $132K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.3KClosed |
$59.2K - $110K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
106New |
$557 - $1.04K
|
106
$1.63K
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-20.6KClosed |
$108K - $201K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-91.8KClosed |
$482K - $897K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.88% |
$5.25 - $9.77
|
115
$1.77K
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-695KClosed |
$3.65M - $6.79M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
533+ 1.75% |
$2.8K - $5.21K
|
31K
$476K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44.8KNew |
$235K - $437K
|
44.8K
$687K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street LLC
|
SELL
|
- |
-100Closed |
$525 - $977
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-77- 50.33% |
$404 - $752
|
76
$1.17K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-2Closed |
$10.5 - $19.5
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69.9KNew |
$367K - $682K
|
69.9K
$1.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$67.8K - $126K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$11.8K - $22K
|
2.25K
$34.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-46.3KClosed |
$243K - $452K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.65KClosed |
$24.4K - $45.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
458K+ 966.95% |
$2.4M - $4.47M
|
505K
$7.75M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12KNew |
$63.2K - $118K
|
12K
$185K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-850- 93.41% |
$4.46K - $8.3K
|
60
$921
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
800New |
$4.2K - $7.82K
|
800
$12.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-525Closed |
$2.76K - $5.13K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.31K+ 75.13% |
$12.1K - $22.5K
|
5.38K
$82.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-458Closed |
$2.4K - $4.47K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.7KNew |
$56.4K - $105K
|
10.7K
$165K
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-5.9KClosed |
$31K - $57.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.9K- 39.88% |
$67.7K - $126K
|
19.4K
$298K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-214KClosed |
$1.12M - $2.09M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-19.5KClosed |
$102K - $190K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.71KNew |
$14.2K - $26.4K
|
2.71K
$41.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
50KNew |
$263K - $489K
|
50K
$768K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$6.83K - $12.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.1KClosed |
$16.3K - $30.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-77.8KClosed |
$408K - $760K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
74New |
$389 - $723
|
74
$1.14K
|
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
242KNew |
$1.27M - $2.37M
|
242K
$3.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-29KClosed |
$152K - $283K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-219KClosed |
$1.15M - $2.14M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
142New |
$746 - $1.39K
|
142
$2.18K
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-76.1KClosed |
$400K - $744K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.58KClosed |
$13.5K - $25.2K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100Closed |
$525 - $977
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.4K+ 175.0% |
$7.35K - $13.7K
|
2.2K
$33.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-24.2K- 22.0% |
$127K - $236K
|
85.8K
$1.32M
|
|
| Q1 2022 | |||||||
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-50K- 66.67% |
$397K - $784K
|
25K
$384K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-500- 50.0% |
$3.97K - $7.84K
|
500
$7.68K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.99KClosed |
$39.5K - $78.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Softbank Group Corp
Minato Ku Tokyo, M0 |
SELL
|
- |
-22.5M- 19.11% |
$179M - $353M
|
95.3M
$1.46B
|
|
|
May 16, 2022
Q1 2022
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-250KClosed |
$1.98M - $3.92M
|
0
$0
|
|