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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$70.5K - $97.6K
|
16.4K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.53K+ 3.18% |
$10.9K - $15.1K
|
82K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 76.52% |
$8.39K - $11.6K
|
4.5K
$75.5K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
12.8KNew |
$55.1K - $76.2K
|
12.8K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
100New |
$430 - $595
|
100
$1.68K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$78.2K - $108K
|
18.2K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
66KNew |
$284K - $393K
|
66K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
16.8K+ 81.95% |
$72.2K - $100K
|
37.3K
$626K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-73.7K- 87.63% |
$317K - $438K
|
10.4K
$174K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$71K - $98.2K
|
16.5K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
957K+ 64.79% |
$4.12M - $5.69M
|
2.43M
$40.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.63% |
$430 - $595
|
15.8K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-420- 59.57% |
$1.81K - $2.5K
|
285
$4.78K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
7.6K+ 131.03% |
$32.7K - $45.2K
|
13.4K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
7.89K+ 14.48% |
$33.9K - $47K
|
62.4K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
CALL |
672KNew |
$2.89M - $4M
|
672K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
328New |
$1.41K - $1.95K
|
328
$5.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 35.82% |
$103 - $143
|
91
$1.53K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 50.0% |
$8.6K - $11.9K
|
6K
$101K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 50.0% |
$2.15K - $2.98K
|
500
$8.39K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
195New |
$839 - $1.16K
|
195
$3.27K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
14.8KNew |
$63.6K - $88K
|
14.8K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
13.2KNew |
$56.5K - $78.2K
|
13.2K
$221K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.04KNew |
$13.1K - $18.1K
|
3.04K
$50.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
21.5KNew |
$92.6K - $128K
|
21.5K
$361K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10KNew |
$43K - $59.5K
|
10K
$168K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
757New |
$3.26K - $4.5K
|
757
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.75K+ 13.7% |
$11.8K - $16.4K
|
22.9K
$383K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1K+ 1000.0% |
$4.3K - $5.95K
|
1.1K
$18.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$1.29K - $1.79K
|
300
$5.03K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1KNew |
$4.3K - $5.95K
|
1K
$16.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2KNew |
$8.6K - $11.9K
|
2K
$33.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123K- 86.47% |
$529K - $732K
|
19.3K
$323K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-5.73K- 32.0% |
$24.6K - $34.1K
|
12.2K
$204K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44.8KClosed |
$217K - $368K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.1K+ 119.16% |
$112K - $190K
|
42.5K
$713K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
100K+ 360.07% |
$484K - $824K
|
128K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$66.7K - $113K
|
13.8K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3KNew |
$14.5K - $24.7K
|
3K
$50.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 67.63% |
$48.8K - $83K
|
25K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.4KNew |
$104K - $176K
|
21.4K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$58.4K - $99.4K
|
12.1K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
351KNew |
$1.7M - $2.88M
|
351K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
66New |
$319 - $543
|
66
$1.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
633KNew |
$3.06M - $5.21M
|
633K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.01K- 6.81% |
$4.88K - $8.3K
|
13.8K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-350- 2.34% |
$1.69K - $2.88K
|
14.6K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
6.4K+ 34.22% |
$31K - $52.7K
|
25.1K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
13KNew |
$62.9K - $107K
|
13K
$218K
|
|