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 14, 2023
Q4 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
4.6KNew |
$19.8K - $27.4K
|
4.6K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.46MNew |
$10.6M - $14.6M
|
2.46M
$58.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
18.1KNew |
$78K - $108K
|
18.1K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$85.7K - $119K
|
19.9K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
200KNew |
$860K - $1.19M
|
200K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-57K- 7.06% |
$245K - $339K
|
750K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
2.9MNew |
$12.5M - $17.2M
|
2.9M
$68.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5.18KNew |
$22.3K - $30.8K
|
5.18K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$323 - $446
|
75
$1.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Fore Capital, LLC
|
BUY
|
- |
70KNew |
$301K - $417K
|
70K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$9.52K - $13.2K
|
32.8K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 35.46% |
$70.7K - $97.8K
|
62.8K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$860K - $1.19M
|
200K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$70.5K - $97.6K
|
16.4K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.53K+ 3.18% |
$10.9K - $15.1K
|
82K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 76.52% |
$8.39K - $11.6K
|
4.5K
$106K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
12.8KNew |
$55.1K - $76.2K
|
12.8K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
100New |
$430 - $595
|
100
$2.37K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$78.2K - $108K
|
18.2K
$430K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
66KNew |
$284K - $393K
|
66K
$1.56M
|
|
|
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
$882K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-73.7K- 87.63% |
$317K - $438K
|
10.4K
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$71K - $98.2K
|
16.5K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
957K+ 64.79% |
$4.12M - $5.69M
|
2.43M
$57.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.63% |
$430 - $595
|
15.8K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-420- 59.57% |
$1.81K - $2.5K
|
285
$6.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
7.6K+ 131.03% |
$32.7K - $45.2K
|
13.4K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
7.89K+ 14.48% |
$33.9K - $47K
|
62.4K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
CALL |
672KNew |
$2.89M - $4M
|
672K
$15.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
328New |
$1.41K - $1.95K
|
328
$7.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 35.82% |
$103 - $143
|
91
$2.15K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 50.0% |
$8.6K - $11.9K
|
6K
$142K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 50.0% |
$2.15K - $2.98K
|
500
$11.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
195New |
$839 - $1.16K
|
195
$4.61K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
14.8KNew |
$63.6K - $88K
|
14.8K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
13.2KNew |
$56.5K - $78.2K
|
13.2K
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.04KNew |
$13.1K - $18.1K
|
3.04K
$71.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
21.5KNew |
$92.6K - $128K
|
21.5K
$509K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10KNew |
$43K - $59.5K
|
10K
$237K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
757New |
$3.26K - $4.5K
|
757
$17.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.75K+ 13.7% |
$11.8K - $16.4K
|
22.9K
$541K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1K+ 1000.0% |
$4.3K - $5.95K
|
1.1K
$26K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$1.29K - $1.79K
|
300
$7.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1KNew |
$4.3K - $5.95K
|
1K
$23.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2KNew |
$8.6K - $11.9K
|
2K
$47.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123K- 86.47% |
$529K - $732K
|
19.3K
$455K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-5.73K- 32.0% |
$24.6K - $34.1K
|
12.2K
$288K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.1K+ 119.16% |
$112K - $190K
|
42.5K
$1.01M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
100K+ 360.07% |
$484K - $824K
|
128K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$66.7K - $113K
|
13.8K
$326K
|
|