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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30+ 0.88% |
$335 - $541
|
3.44K
$54.5K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
516K+ 92.28% |
$5.76M - $9.3M
|
1.07M
$17M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.61K+ 55.94% |
$107K - $173K
|
26.8K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
18.2KNew |
$204K - $329K
|
18.2K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
369+ 2.25% |
$4.13K - $6.65K
|
16.8K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
49.8K+ 275.49% |
$557K - $898K
|
67.9K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
231+ 2.77% |
$2.58K - $4.16K
|
8.56K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.88K+ 3.22% |
$32.2K - $52K
|
92.3K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-497K- 35.3% |
$5.56M - $8.97M
|
911K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
200KNew |
$2.24M - $3.61M
|
200K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
141K+ 42.14% |
$1.57M - $2.53M
|
474K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
4.09MNew |
$45.8M - $73.8M
|
4.09M
$64.9M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$280 - $451
|
25
$396
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 8.83% |
$200K - $322K
|
184K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-120K- 99.92% |
$1.34M - $2.16M
|
100
$1.59K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10+ 166.67% |
$112 - $180
|
16
$254
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.98K+ 16.57% |
$44.5K - $71.8K
|
28K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.9K+ 14.01% |
$748K - $1.21M
|
544K
$8.63M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
13.6KNew |
$152K - $244K
|
13.6K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.5K+ 144.65% |
$408K - $658K
|
61.7K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.36K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
12.7KNew |
$142K - $228K
|
12.7K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 17.51% |
$33.1K - $53.3K
|
13.9K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.98K- 46.5% |
$44.5K - $71.8K
|
4.58K
$72.6K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.68K+ 1.23% |
$52.3K - $84.3K
|
386K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
34KNew |
$381K - $614K
|
34K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 52.63% |
$335 - $541
|
27
$428
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.48K- 10.09% |
$27.7K - $44.7K
|
22.1K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.77K+ 754.6% |
$42.2K - $68K
|
4.27K
$67.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96.4K- 32.14% |
$1.08M - $1.74M
|
204K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
586New |
$6.55K - $10.6K
|
586
$9.29K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17- 0.08% |
$190 - $307
|
22K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$1.68K - $2.7K
|
150
$2.38K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.13M+ 1.15% |
$12.6M - $20.4M
|
99.5M
$1.58B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
673+ 126.98% |
$7.52K - $12.1K
|
1.2K
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 552.46% |
$41.4K - $66.8K
|
4.38K
$69.4K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$26.6K - $42.9K
|
2.38K
$37.7K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 24.2% |
$41.2K - $66.4K
|
18.9K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
159K+ 2.52% |
$1.78M - $2.87M
|
6.47M
$103M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.49K- 16.11% |
$106K - $171K
|
49.4K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24.1KNew |
$270K - $435K
|
24.1K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$11.2K - $18K
|
1
$15.9
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
63.3KNew |
$708K - $1.14M
|
63.3K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
42.1KNew |
$471K - $760K
|
42.1K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 26.36% |
$3.03K - $4.89K
|
1.3K
$20.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $19.7K
|
63.4K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.03K- 34.33% |
$89.7K - $145K
|
15.4K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.01K+ 9.47% |
$44.9K - $72.4K
|
46.4K
$736K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.8KNew |
$165K - $266K
|
14.8K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 43.75% |
$157 - $252
|
46
$729
|