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 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-171KClosed |
$2.35M - $3.11M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
18.5KNew |
$254K - $337K
|
18.5K
$268K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
CALL |
-9.5KClosed |
$131K - $173K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
15.6KNew |
$215K - $285K
|
15.6K
$226K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
250New |
$3.44K - $4.56K
|
250
$3.62K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
74.9KNew |
$1.03M - $1.37M
|
74.9K
$1.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-150Closed |
$2.06K - $2.74K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
700New |
$10.2K - $16.7K
|
700
$10.1K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.5K- 88.45% |
$313K - $512K
|
2.8K
$40.5K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$1.46K - $2.39K
|
100
$1.45K
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8KNew |
$289K - $473K
|
19.8K
$286K
|
|
|
Aug 13, 2021
Q2 2021
|
Accel Growth Fund V Associates L.L.C.
Palo Alto, CA |
BUY
|
- |
4.1MNew |
$60M - $98.1M
|
4.1M
$59.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$438 - $717
|
30
$434
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$292 - $478
|
20
$289
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
25.7KNew |
$376K - $614K
|
25.7K
$372K
|
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
400New |
$5.84K - $9.56K
|
400
$5.79K
|
|