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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 24.39% |
$25.5K - $49K
|
13.7K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18K+ 63.7% |
$20.7K - $39.6K
|
5.59K
$132K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
195+ 0.9% |
$1.85K - $3.55K
|
21.8K
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.82% |
$162K - $311K
|
157K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
2.5K+ 100.0% |
$23.8K - $45.5K
|
5K
$118K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.1K+ 30.28% |
$191K - $365K
|
86.3K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
5.8K+ 12.0% |
$55.1K - $106K
|
54.1K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.93K+ 5.99% |
$46.9K - $89.8K
|
87.3K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.56K+ 4.49% |
$52.9K - $101K
|
129K
$3.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96K+ 11.97% |
$18.6K - $35.7K
|
18.3K
$433K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$380 - $728
|
40
$946
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.09% |
$41.5K - $79.5K
|
11.2K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$14.4K - $27.6K
|
11.6K
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.6K+ 17.61% |
$24.7K - $47.4K
|
17.4K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126K- 62.01% |
$1.2M - $2.3M
|
77.3K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 7.38% |
$12.4K - $23.9K
|
16.4K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.38K+ 4.78% |
$41.6K - $79.8K
|
96K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
274K+ 443.85% |
$2.6M - $4.99M
|
336K
$7.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.9KNew |
$284K - $544K
|
29.9K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
22K+ 114.01% |
$209K - $400K
|
41.2K
$975K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$21.4K - $41K
|
5.2K
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 2.11% |
$323 - $619
|
1.65K
$39K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 0.07% |
$219 - $419
|
31.5K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 7.17% |
$17.1K - $32.8K
|
23.3K
$551K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.88% |
$950 - $1.82K
|
11.3K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 327.78% |
$1.12K - $2.15K
|
154
$3.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 31.61% |
$2.09K - $4.01K
|
476
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14New |
$133 - $255
|
14
$331
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 25.22% |
$42.4K - $81.4K
|
22.2K
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 100.0% |
$950 - $1.82K
|
200
$4.73K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
122+ 10.14% |
$1.16K - $2.22K
|
1.33K
$31.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 3.49% |
$69.4K - $133K
|
216K
$5.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
60+ 0.51% |
$570 - $1.09K
|
11.9K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-5.74K- 7.08% |
$54.5K - $104K
|
75.3K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-76.2K- 51.51% |
$724K - $1.39M
|
71.7K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.02K- 11.84% |
$47.7K - $91.4K
|
37.4K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2K+ 16.67% |
$19K - $36.4K
|
14K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 21.62% |
$76 - $146
|
45
$1.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
81.8K+ 129.13% |
$777K - $1.49M
|
145K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-73.4K- 83.23% |
$697K - $1.34M
|
14.8K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.95K+ 4.68% |
$37.6K - $72K
|
88.5K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.6KNew |
$119K - $229K
|
12.6K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25.5K+ 11.13% |
$242K - $464K
|
255K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 24.0% |
$57 - $109
|
31
$733
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
700+ 4.52% |
$6.65K - $12.7K
|
16.2K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.04K+ 30.24% |
$38.4K - $73.6K
|
17.4K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.3K+ 296.91% |
$544K - $1.04M
|
76.6K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-209K- 90.97% |
$1.98M - $3.8M
|
20.7K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3M+ 3861.74% |
$12.4M - $23.7M
|
1.34M
$31.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
49.6KNew |
$471K - $903K
|
49.6K
$1.17M
|