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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.35MNew |
$15.1M - $24.3M
|
1.35M
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16- 0.15% |
$179 - $288
|
10.3K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$188K - $303K
|
16.8K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-917Closed |
$10.3K - $16.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
271K+ 40.56% |
$3.03M - $4.88M
|
938K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 9.61% |
$13.1K - $21.1K
|
11K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$138K - $223K
|
12.4K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
228K+ 192.99% |
$2.55M - $4.11M
|
346K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
411K+ 30.15% |
$4.59M - $7.4M
|
1.77M
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 0.39% |
$492 - $793
|
11.2K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
316KNew |
$3.53M - $5.7M
|
316K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 5.46% |
$23.5K - $37.9K
|
36.4K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.48K+ 49.02% |
$27.7K - $44.7K
|
7.54K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1K+ 16.67% |
$11.2K - $18K
|
7K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39.8K+ 75.68% |
$445K - $717K
|
92.3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
15.2KNew |
$170K - $273K
|
15.2K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$9.07M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-21- 53.85% |
$235 - $379
|
18
$285
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.07% |
$22.4 - $36.1
|
2.85K
$45.2K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 0.54% |
$2.69K - $4.35K
|
45.1K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
35.4K+ 89.94% |
$396K - $639K
|
74.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.2K+ 71.74% |
$215K - $347K
|
46K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100K+ 2.82% |
$1.12M - $1.81M
|
3.65M
$57.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-243K- 9.42% |
$2.72M - $4.38M
|
2.34M
$37M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-5.25M- 36.72% |
$58.7M - $94.7M
|
9.06M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.9KNew |
$268K - $432K
|
23.9K
$379K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 4.44% |
$291 - $469
|
612
$9.7K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.8K+ 9.25% |
$132K - $213K
|
140K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.2KNew |
$125K - $202K
|
11.2K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.26K+ 12.07% |
$14K - $22.6K
|
11.7K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1K+ 4.27% |
$11.2K - $18K
|
24.4K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 52.71% |
$53K - $85.4K
|
4.25K
$67.4K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 6.14% |
$13.3K - $21.5K
|
18.2K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-42.1K- 24.24% |
$471K - $760K
|
132K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-811- 14.46% |
$9.07K - $14.6K
|
4.8K
$76K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
40.7KNew |
$455K - $734K
|
40.7K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
101K+ 340.02% |
$1.13M - $1.82M
|
130K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2M- 16.82% |
$13.5M - $21.7M
|
5.95M
$94.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.09M- 42.08% |
$12.2M - $19.7M
|
1.5M
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-27.8K- 7.23% |
$311K - $502K
|
357K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.93K- 26.78% |
$44K - $70.9K
|
10.8K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
521+ 26.5% |
$5.82K - $9.39K
|
2.49K
$39.4K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.9K- 36.34% |
$178K - $287K
|
27.9K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 150.0% |
$3.35K - $5.41K
|
500
$7.93K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 9.26% |
$39.1K - $63.1K
|
41.3K
$654K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.36K+ 2.54% |
$82.3K - $133K
|
297K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.12M+ 6.22% |
$12.5M - $20.1M
|
19.1M
$302M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.06K- 11.62% |
$56.6K - $91.3K
|
38.5K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.1K+ 28.84% |
$169K - $273K
|
67.6K
$1.07M
|