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 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$45.5K - $78.1K
|
10.1K
$239K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.15K+ 22.24% |
$14.2K - $24.3K
|
17.3K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-257K- 71.0% |
$1.16M - $1.98M
|
105K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-807K- 89.79% |
$3.63M - $6.23M
|
91.8K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$900K - $1.54M
|
200K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
23.5KNew |
$106K - $181K
|
23.5K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.25K- 96.53% |
$5.63K - $9.65K
|
45
$1.06K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-7.23K- 40.14% |
$32.5K - $55.8K
|
10.8K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
150KNew |
$675K - $1.16M
|
150K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$990K - $1.7M
|
220K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
60KNew |
$270K - $463K
|
60K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$9K - $15.4K
|
2K
$47.3K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-808K- 55.01% |
$3.63M - $6.23M
|
660K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.1KNew |
$90.4K - $155K
|
20.1K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
60.7KNew |
$273K - $469K
|
60.7K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.74K+ 91166.67% |
$12.3K - $21.1K
|
2.74K
$64.8K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.3K+ 20.0% |
$5.85K - $10K
|
7.8K
$184K
|
|
|
May 09, 2023
Q1 2023
|
Fore Capital, LLC
|
BUY
|
PUT |
200KNew |
$900K - $1.54M
|
200K
$4.73M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.12K- 18.78% |
$32K - $55K
|
30.8K
$728K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12KNew |
$54K - $92.6K
|
12K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$45K - $77.2K
|
10K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
14.4KNew |
$64.8K - $111K
|
14.4K
$341K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$71K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
217+ 2.15% |
$977 - $1.68K
|
10.3K
$243K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
10.1KNew |
$45.5K - $78K
|
10.1K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
200New |
$900 - $1.54K
|
200
$4.73K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
30KNew |
$135K - $232K
|
30K
$710K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
231+ 43.92% |
$1.04K - $1.78K
|
757
$17.9K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-70- 35.0% |
$315 - $540
|
130
$3.07K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 96.15% |
$450 - $772
|
4
$94.6
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
50KNew |
$225K - $386K
|
50K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$48.2K - $82.6K
|
10.7K
$253K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-795- 4.88% |
$3.58K - $6.14K
|
15.5K
$367K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$7.2K - $12.4K
|
1.6K
$37.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$900 - $1.54K
|
200
$4.73K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$45.9K - $78.7K
|
10.2K
$241K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$221 - $378
|
49
$1.16K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1KNew |
$4.5K - $7.72K
|
1K
$23.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-4.6K- 10.52% |
$20.7K - $35.5K
|
39.1K
$925K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
120KNew |
$539K - $925K
|
120K
$2.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-31.3K- 42.47% |
$141K - $241K
|
42.3K
$1M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-905- 5.64% |
$4.07K - $6.99K
|
15.1K
$358K
|
|
| 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
$296K
|
|
|
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
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.3KNew |
$9.88K - $13.7K
|
2.3K
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
202KNew |
$870K - $1.2M
|
202K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
674KNew |
$2.9M - $4.01M
|
674K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-224K- 23.54% |
$962K - $1.33M
|
726K
$17.2M
|
|