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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
208K+ 103.4% |
$1.01M - $1.71M
|
409K
$6.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45.7KClosed |
$221K - $376K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.26M- 43.11% |
$30.3M - $51.5M
|
8.27M
$139M
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
155+ 0.7% |
$750 - $1.28K
|
22.2K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.67KNew |
$22.6K - $38.4K
|
4.67K
$78.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 35.46% |
$484 - $823
|
382
$6.41K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
408+ 11.66% |
$1.97K - $3.36K
|
3.91K
$65.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-650- 1.61% |
$3.15K - $5.35K
|
39.8K
$667K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
96New |
$465 - $790
|
96
$1.61K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
94.9KNew |
$459K - $781K
|
94.9K
$1.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
429New |
$2.08K - $3.53K
|
429
$7.19K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 50.0% |
$79.4K - $135K
|
16.4K
$275K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
2.36KNew |
$11.4K - $19.4K
|
2.36K
$39.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 18.2% |
$12.2K - $20.7K
|
11.3K
$190K
|
|
|
Oct 27, 2022
Q3 2022
|
Dcm International Vi, Ltd.
|
SELL
|
- |
-1.67M- 16.67% |
$8.1M - $13.8M
|
8.36M
$140M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.65KNew |
$12.8K - $21.8K
|
2.65K
$44.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33KNew |
$160K - $272K
|
33K
$553K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$16.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$16.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-38K- 20.42% |
$184K - $313K
|
148K
$2.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$55.6K - $94.6K
|
11.5K
$193K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-982- 8.61% |
$4.75K - $8.08K
|
10.4K
$175K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-32.9K- 88.85% |
$173K - $321K
|
4.12K
$69.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-394Closed |
$2.07K - $3.85K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-122- 16.22% |
$641 - $1.19K
|
630
$10.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
19.4KNew |
$102K - $190K
|
19.4K
$326K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 66.67% |
$52.5 - $97.7
|
5
$83.9
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-38.2KClosed |
$201K - $373K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125New |
$656 - $1.22K
|
125
$2.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-110KClosed |
$578K - $1.07M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.5KNew |
$65.9K - $123K
|
12.5K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-200Closed |
$1.05K - $1.95K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.56MClosed |
$13.4M - $25M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-384KClosed |
$2.02M - $3.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-1.3K- 0.56% |
$6.83K - $12.7K
|
230K
$3.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-26.7KClosed |
$140K - $261K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-230KClosed |
$1.21M - $2.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46.1KClosed |
$242K - $450K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 333.33% |
$1.31K - $2.44K
|
325
$5.45K
|
|
|
Aug 15, 2022
Q2 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-608KClosed |
$3.19M - $5.94M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.08MClosed |
$5.68M - $10.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-57.9KClosed |
$304K - $565K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-57.5KClosed |
$302K - $562K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-60KClosed |
$315K - $586K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
136KNew |
$715K - $1.33M
|
136K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.29KClosed |
$43.5K - $81K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-578Closed |
$3.03K - $5.65K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.4KNew |
$54.4K - $101K
|
10.4K
$174K
|
|