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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.9K+ 0.32% |
$179K - $344K
|
6.01M
$142M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
6.6K+ 18.13% |
$62.7K - $120K
|
43K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
70.4KNew |
$669K - $1.28M
|
70.4K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
25KNew |
$238K - $455K
|
25K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.06% |
$2.57K - $4.92K
|
429K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13+ 2.22% |
$124 - $237
|
599
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12.6K+ 34.49% |
$120K - $230K
|
49.3K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.75M+ 88.24% |
$35.6M - $68.3M
|
8M
$189M
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.24K+ 6.07% |
$59.2K - $114K
|
109K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
22KNew |
$209K - $400K
|
22K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 16.45% |
$18K - $34.4K
|
13.4K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215New |
$2.04K - $3.92K
|
215
$5.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
44+ 0.2% |
$418 - $801
|
22K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.04K- 15.44% |
$19.4K - $37.1K
|
11.2K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.33K+ 4.28% |
$41.1K - $78.8K
|
105K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.62K+ 14.89% |
$15.4K - $29.4K
|
12.5K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
761K+ 43.63% |
$7.23M - $13.9M
|
2.5M
$59.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
98.9K+ 30.76% |
$939K - $1.8M
|
420K
$9.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23New |
$219 - $419
|
23
$544
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-175- 11.11% |
$1.66K - $3.19K
|
1.4K
$33.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
698K+ 39.39% |
$6.63M - $12.7M
|
2.47M
$58.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.1K+ 23.88% |
$153K - $294K
|
83.8K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
63.1K+ 68.33% |
$599K - $1.15M
|
155K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.56K+ 5.03% |
$14.8K - $28.4K
|
32.6K
$771K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$475K - $911K
|
50K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.6K+ 23.18% |
$24.7K - $47.3K
|
13.8K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-451- 2.0% |
$4.28K - $8.21K
|
22.2K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.2K+ 109.33% |
$515K - $987K
|
104K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
29.5KNew |
$280K - $536K
|
29.5K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-210- 0.89% |
$2K - $3.82K
|
23.3K
$551K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.44K+ 11.56% |
$80.2K - $154K
|
81.4K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-155- 0.64% |
$1.47K - $2.82K
|
24.1K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.64M+ 3283.68% |
$25M - $48M
|
2.72M
$64.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
318K+ 17.55% |
$3.02M - $5.79M
|
2.13M
$50.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.3K+ 54.0% |
$212K - $406K
|
63.6K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-53.6K- 4.98% |
$509K - $976K
|
1.02M
$24.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-992K- 96.67% |
$9.43M - $18.1M
|
34.2K
$809K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.42K- 0.82% |
$23K - $44K
|
294K
$6.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 22.0% |
$10K - $19.2K
|
5.85K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 119.86% |
$125K - $240K
|
24.2K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
669K+ 7.39% |
$6.36M - $12.2M
|
9.73M
$230M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
156K+ 2.4% |
$1.48M - $2.83M
|
6.63M
$157M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.79K- 12.43% |
$93K - $178K
|
68.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.9K- 2.8% |
$122K - $234K
|
446K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.6K+ 77.29% |
$205K - $393K
|
49.6K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
39.5K+ 3.46% |
$375K - $719K
|
1.18M
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
368+ 4.88% |
$3.5K - $6.7K
|
7.91K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
72New |
$684 - $1.31K
|
72
$1.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-9.68K- 7.42% |
$92K - $176K
|
121K
$2.86M
|