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 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.3KNew |
$127K - $243K
|
13.3K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-550- 6.97% |
$5.23K - $10K
|
7.34K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-51.3K- 28.0% |
$487K - $934K
|
132K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
18.6KNew |
$176K - $338K
|
18.6K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
15.5K+ 12.35% |
$147K - $282K
|
141K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-250K- 6.1% |
$2.37M - $4.55M
|
3.84M
$90.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.98KNew |
$37.8K - $72.4K
|
3.98K
$94K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
158K+ 26.19% |
$1.51M - $2.89M
|
763K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.55% |
$3.8K - $7.28K
|
15.3K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 79.58% |
$121K - $233K
|
28.8K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
SELL
|
PUT |
-100K- 40.0% |
$950K - $1.82M
|
150K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.2KNew |
$201K - $386K
|
21.2K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.4K+ 3.67% |
$118K - $226K
|
351K
$8.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-95.5K- 2.9% |
$908K - $1.74M
|
3.2M
$75.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
CALL |
75.6K+ 12.1% |
$718K - $1.38M
|
701K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
70+ 6.01% |
$665 - $1.27K
|
1.24K
$29.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.49K+ 2.42% |
$14.2K - $27.2K
|
63.3K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 3.56% |
$10.1K - $19.4K
|
31K
$734K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 14.43% |
$684 - $1.31K
|
571
$13.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40.9K+ 14.66% |
$388K - $744K
|
320K
$7.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$285K - $546K
|
30K
$710K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.18K+ 8.14% |
$20.7K - $39.7K
|
29K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 4.96% |
$87K - $167K
|
175K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1.1K+ 1100.0% |
$10.5K - $20K
|
1.2K
$28.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
263New |
$2.5K - $4.79K
|
263
$6.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.18KNew |
$20.7K - $39.6K
|
2.18K
$51.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.46K+ 63.53% |
$51.8K - $99.3K
|
14K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35+ 4.08% |
$333 - $637
|
893
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
773K+ 29.44% |
$7.35M - $14.1M
|
3.4M
$80.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 0.4% |
$1.08K - $2.08K
|
28.3K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 6.4% |
$1.05K - $2K
|
1.61K
$38.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8.74K+ 703.38% |
$83.1K - $159K
|
9.99K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-53.3K- 27.05% |
$506K - $971K
|
144K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
29.5K+ 262.26% |
$281K - $538K
|
40.8K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.04K+ 15.21% |
$47.9K - $91.8K
|
38.2K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
945+ 9.41% |
$8.98K - $17.2K
|
11K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
424KNew |
$4.03M - $7.72M
|
424K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
820K+ 0.82% |
$7.79M - $14.9M
|
100M
$2.37B
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.8KNew |
$274K - $524K
|
28.8K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
514+ 11.74% |
$4.88K - $9.36K
|
4.89K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.03K+ 5.9% |
$47.8K - $91.7K
|
90.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.4K+ 402.53% |
$175K - $336K
|
23K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 681.25% |
$1.04K - $1.98K
|
125
$2.96K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.53K+ 1.64% |
$14.5K - $27.9K
|
95.1K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$7.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 10.73% |
$103K - $197K
|
112K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
3K+ 150.0% |
$28.5K - $54.6K
|
5K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16.1K- 36.04% |
$153K - $294K
|
28.6K
$677K
|