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 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10Closed |
$79.3 - $157
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
CALL |
200New |
$1.59K - $3.14K
|
200
$3.07K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$7.68K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$19.2K - $37.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
17.5KNew |
$138K - $274K
|
17.5K
$268K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-29.6KClosed |
$235K - $464K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.24KClosed |
$33.6K - $66.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 28.57% |
$285 - $466
|
90
$1.38K
|
|
|
Feb 15, 2022
Q4 2021
|
Serengeti Asset Management LP
|
SELL
|
- |
-350KClosed |
$4.99M - $8.15M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10KClosed |
$143K - $234K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-77.1KClosed |
$1.1M - $1.8M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-136KClosed |
$1.95M - $3.18M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.54KClosed |
$22K - $35.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-505KClosed |
$7.2M - $11.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 6142.86% |
$30.7K - $50.1K
|
2.19K
$33.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-37KClosed |
$528K - $862K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-20KClosed |
$285K - $466K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-3.6MClosed |
$51.3M - $83.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
PUT |
-25KClosed |
$357K - $582K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-176KClosed |
$2.5M - $4.09M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
25.7KNew |
$367K - $599K
|
25.7K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
SELL
|
- |
-7.36M- 19.11% |
$105M - $171M
|
31.2M
$478M
|
|
|
Feb 11, 2022
Q4 2021
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-29.8KClosed |
$426K - $695K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-428KClosed |
$6.11M - $9.98M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-116KClosed |
$1.65M - $2.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-70KClosed |
$999K - $1.63M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 33.33% |
$714 - $1.16K
|
200
$3.07K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-39Closed |
$557 - $908
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$178K - $291K
|
12.5K
$192K
|
|
|
Feb 10, 2022
Q4 2021
|
Pathway Capital Management, LP
Irvine, CA |
SELL
|
- |
-682KClosed |
$9.73M - $15.9M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-31.8KClosed |
$454K - $741K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-61.6KClosed |
$880K - $1.44M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-500- 82.64% |
$7.14K - $11.6K
|
105
$1.61K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-292KClosed |
$4.16M - $6.79M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-134KClosed |
$1.91M - $3.12M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-45.1KClosed |
$643K - $1.05M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92New |
$1.31K - $2.14K
|
92
$1.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-74.3KClosed |
$1.06M - $1.73M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$7.14K - $11.6K
|
500
$7.68K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-10KClosed |
$143K - $233K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$150K - $245K
|
10.5K
$162K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-600Closed |
$8.56K - $14K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100New |
$1.43K - $2.33K
|
100
$1.54K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-500Closed |
$7.14K - $11.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-15KClosed |
$214K - $349K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-6.42KClosed |
$91.6K - $150K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6KClosed |
$85.6K - $140K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-75- 0.57% |
$1.07K - $1.75K
|
13K
$200K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
CALL |
-15.4K- 32.42% |
$220K - $359K
|
32.1K
$493K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1K- 92.59% |
$14.3K - $23.3K
|
80
$1.23K
|
|