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 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
39KNew |
$371K - $711K
|
39K
$923K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.75K- 26.68% |
$83.1K - $159K
|
24K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
88.2K+ 193.88% |
$838K - $1.61M
|
134K
$3.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48+ 71.64% |
$456 - $874
|
115
$2.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-25K- 29.73% |
$237K - $455K
|
59.1K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20New |
$190 - $364
|
20
$473
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
423K+ 90.69% |
$4.02M - $7.7M
|
889K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44KNew |
$32.7K - $62.7K
|
3.44K
$81.4K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
30+ 0.35% |
$285 - $546
|
8.59K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$219 - $419
|
23
$544
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
300+ 1.35% |
$2.85K - $5.46K
|
22.6K
$534K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.12K- 0.39% |
$20.1K - $38.6K
|
542K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
501+ 1.79% |
$4.76K - $9.12K
|
28.4K
$673K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
1+ 5.0% |
$9.5 - $18.2
|
21
$497
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 21.25% |
$102K - $196K
|
61.3K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-296- 0.64% |
$2.81K - $5.39K
|
46.1K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.8K+ 16.55% |
$122K - $233K
|
90.2K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5KNew |
$109K - $209K
|
11.5K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
865+ 255.92% |
$8.22K - $15.8K
|
1.2K
$28.5K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
657+ 107.35% |
$6.24K - $12K
|
1.27K
$30K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
514+ 2.84% |
$4.88K - $9.36K
|
18.6K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
676+ 1827.03% |
$6.42K - $12.3K
|
713
$16.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$4.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.2K+ 54.47% |
$211K - $404K
|
62.9K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80+ 2.47% |
$760 - $1.46K
|
3.32K
$78.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
80+ 2.47% |
$760 - $1.46K
|
3.32K
$78.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.1KNew |
$229K - $439K
|
24.1K
$570K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 1.39% |
$171 - $328
|
1.32K
$31.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-119- 0.91% |
$1.13K - $2.17K
|
13K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.47K- 14.37% |
$32.9K - $63.1K
|
20.7K
$489K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.56K+ 49.49% |
$52.8K - $101K
|
16.8K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
729New |
$6.93K - $13.3K
|
729
$17.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 34.68% |
$148K - $284K
|
60.7K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
12.8KNew |
$122K - $234K
|
12.8K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$78K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.1KNew |
$144K - $275K
|
15.1K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
320K+ 8.77% |
$3.04M - $5.83M
|
3.97M
$93.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
249K+ 10.64% |
$2.36M - $4.53M
|
2.59M
$61.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
557+ 0.38% |
$5.29K - $10.1K
|
147K
$3.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 13.03% |
$37.1K - $71.1K
|
33.9K
$801K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$950 - $1.82K
|
100
$2.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
306K+ 28.48% |
$2.91M - $5.57M
|
1.38M
$32.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 31.25% |
$21.4K - $40.9K
|
4.95K
$117K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12+ 5.71% |
$114 - $219
|
222
$5.25K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
100+ 0.75% |
$950 - $1.82K
|
13.4K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 21.61% |
$2.38K - $4.55K
|
907
$21.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
10.1K+ 81.52% |
$96K - $184K
|
22.5K
$532K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$5.91K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$51.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.7K- 2.63% |
$177K - $340K
|
690K
$16.3M
|