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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.3K+ 20.0% |
$5.85K - $10K
|
7.8K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Fore Capital, LLC
|
BUY
|
PUT |
200KNew |
$900K - $1.54M
|
200K
$3.35M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.12K- 18.78% |
$32K - $55K
|
30.8K
$517K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12KNew |
$54K - $92.6K
|
12K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$45K - $77.2K
|
10K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
14.4KNew |
$64.8K - $111K
|
14.4K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$50.3K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
217+ 2.15% |
$977 - $1.68K
|
10.3K
$173K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
10.1KNew |
$45.5K - $78K
|
10.1K
$169K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
200New |
$900 - $1.54K
|
200
$3.35K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.28MNew |
$5.75M - $9.86M
|
1.28M
$21.4M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
30KNew |
$135K - $232K
|
30K
$503K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
231+ 43.92% |
$1.04K - $1.78K
|
757
$12.7K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-70- 35.0% |
$315 - $540
|
130
$2.18K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 96.15% |
$450 - $772
|
4
$67.1
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
50KNew |
$225K - $386K
|
50K
$839K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$1.35K - $2.32K
|
300
$5.03K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$48.2K - $82.6K
|
10.7K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.6KNew |
$11.7K - $20.1K
|
2.6K
$43.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-795- 4.88% |
$3.58K - $6.14K
|
15.5K
$260K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$7.2K - $12.4K
|
1.6K
$26.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$900 - $1.54K
|
200
$3.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$45.9K - $78.7K
|
10.2K
$171K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$221 - $378
|
49
$822
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1KNew |
$4.5K - $7.72K
|
1K
$16.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-4.6K- 10.52% |
$20.7K - $35.5K
|
39.1K
$656K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
120KNew |
$539K - $925K
|
120K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-31.3K- 42.47% |
$141K - $241K
|
42.3K
$710K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-905- 5.64% |
$4.07K - $6.99K
|
15.1K
$254K
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.74KClosed |
$29K - $40.1K
|
0
$0
|
|
|
Nov 14, 2024
Q4 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$53.8K - $74.4K
|
12.5K
$210K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
PUT |
-2.5KClosed |
$10.8K - $14.9K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-136K- 84.17% |
$586K - $811K
|
25.6K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.3KNew |
$9.88K - $13.7K
|
2.3K
$38.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
202KNew |
$870K - $1.2M
|
202K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
674KNew |
$2.9M - $4.01M
|
674K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-224K- 23.54% |
$962K - $1.33M
|
726K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
4.6KNew |
$19.8K - $27.4K
|
4.6K
$77.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.46MNew |
$10.6M - $14.6M
|
2.46M
$41.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
18.1KNew |
$78K - $108K
|
18.1K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$85.7K - $119K
|
19.9K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
200KNew |
$860K - $1.19M
|
200K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-57K- 7.06% |
$245K - $339K
|
750K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
2.9MNew |
$12.5M - $17.2M
|
2.9M
$48.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5.18KNew |
$22.3K - $30.8K
|
5.18K
$86.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$323 - $446
|
75
$1.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Fore Capital, LLC
|
BUY
|
- |
70KNew |
$301K - $417K
|
70K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$9.52K - $13.2K
|
32.8K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 35.46% |
$70.7K - $97.8K
|
62.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$860K - $1.19M
|
200K
$3.35M
|
|