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 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 7.04% |
$6.32K - $8.19K
|
13.2K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.2K+ 102.42% |
$576K - $747K
|
180K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-47.3K- 78.96% |
$299K - $387K
|
12.6K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.5K+ 1.69% |
$104K - $135K
|
996K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
70.4KNew |
$445K - $576K
|
70.4K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-17.2K- 60.21% |
$109K - $141K
|
11.4K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 5.33% |
$96.7K - $125K
|
271K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 0.19% |
$171 - $221
|
14.1K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 2.48% |
$183 - $238
|
1.2K
$18.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.2K+ 4.0% |
$128K - $165K
|
525K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.4K+ 34.6% |
$160K - $208K
|
98.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
855+ 0.31% |
$5.4K - $7K
|
280K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.57K+ 4.65% |
$9.89K - $12.8K
|
35.2K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
283New |
$1.79K - $2.32K
|
283
$4.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
226+ 1.29% |
$1.43K - $1.85K
|
17.7K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.7K- 21.68% |
$86.3K - $112K
|
49.3K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.23KNew |
$7.75K - $10K
|
1.23K
$18.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
84.5KNew |
$534K - $692K
|
84.5K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.2KNew |
$20.2K - $26.2K
|
3.2K
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.63K+ 19.5% |
$23K - $29.8K
|
22.3K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8.51KNew |
$53.8K - $69.7K
|
8.51K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.62M+ 93.83% |
$22.9M - $29.6M
|
7.47M
$115M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 3.93% |
$116K - $151K
|
449K
$6.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.27% |
$50.6 - $65.5
|
253
$3.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 956.9% |
$14.5K - $18.7K
|
2.53K
$38.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 30.45% |
$12.1K - $15.7K
|
8.21K
$126K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81.4K+ 17.44% |
$515K - $667K
|
548K
$8.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-560K- 30.81% |
$3.54M - $4.59M
|
1.26M
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
675New |
$4.27K - $5.53K
|
675
$10.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 5.41% |
$527K - $683K
|
1.63M
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
70.6K+ 41.5% |
$446K - $578K
|
241K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 14.69% |
$11.1K - $14.4K
|
10.2K
$156K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
86K+ 11.21% |
$544K - $705K
|
854K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.69M+ 214.85% |
$17M - $22M
|
3.94M
$60.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-906- 23.09% |
$5.73K - $7.42K
|
3.02K
$46.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-13.4K- 0.68% |
$84.7K - $110K
|
1.96M
$30.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.6K+ 220.7% |
$111K - $144K
|
25.6K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 8.93% |
$8.89K - $11.5K
|
17.2K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-100- 0.08% |
$632 - $819
|
133K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595+ 178.68% |
$3.76K - $4.87K
|
928
$14.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-35K- 2.67% |
$221K - $287K
|
1.28M
$19.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.42M- 12.4% |
$8.98M - $11.6M
|
10M
$154M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.6M+ 88.91% |
$73.5M - $95.3M
|
24.7M
$379M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.52K- 1.56% |
$9.61K - $12.4K
|
96K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.06K+ 11.51% |
$25.7K - $33.3K
|
39.4K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-450- 4.31% |
$2.84K - $3.69K
|
10K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-11.2K- 1.52% |
$70.8K - $91.7K
|
727K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.4K+ 13.22% |
$142K - $184K
|
192K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$68.6K - $88.9K
|
10.9K
$167K
|