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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.6K+ 247.8% |
$476K - $768K
|
59.8K
$947K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.5K- 27.64% |
$61.5K - $99.2K
|
14.4K
$228K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-795- 1.06% |
$8.89K - $14.3K
|
74.2K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.2K+ 2200.0% |
$24.6K - $39.7K
|
2.3K
$36.5K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5K+ 95.12% |
$128K - $207K
|
23.5K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.9K- 11.51% |
$133K - $215K
|
91.6K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 1.83% |
$1.17K - $1.89K
|
5.85K
$92.7K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.75K- 9.48% |
$42K - $67.7K
|
35.8K
$568K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 25.93% |
$78.3 - $126
|
34
$539
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
362+ 0.31% |
$4.05K - $6.53K
|
118K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
27.5K+ 22.08% |
$307K - $495K
|
152K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.52K+ 127.11% |
$17K - $27.4K
|
2.71K
$43K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.58K+ 1636.43% |
$51.2K - $82.6K
|
4.86K
$77.1K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
7.5K+ 13.82% |
$83.8K - $135K
|
61.8K
$979K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-45.8K- 35.25% |
$512K - $825K
|
84.1K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
89.5K+ 34.03% |
$1M - $1.61M
|
352K
$5.59M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 101.36% |
$154K - $248K
|
27.3K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-3.88K- 5.8% |
$43.4K - $70K
|
63K
$999K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.7KNew |
$130K - $210K
|
11.7K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
72.5KNew |
$811K - $1.31M
|
72.5K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-100- 73.53% |
$1.12K - $1.8K
|
36
$571
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-49- 0.12% |
$548 - $883
|
41.4K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.65K- 25.95% |
$63.1K - $102K
|
16.1K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.13K+ 7.4% |
$23.8K - $38.3K
|
30.8K
$489K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.07K+ 20.0% |
$23.1K - $37.2K
|
12.4K
$196K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-25.8K- 5.88% |
$288K - $465K
|
413K
$6.55M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.9KNew |
$145K - $233K
|
12.9K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
3.3KNew |
$36.9K - $59.5K
|
3.3K
$52.3K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.5K+ 11.38% |
$16.7K - $27K
|
14.6K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-500- 45.87% |
$5.59K - $9.02K
|
590
$9.35K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
13K+ 2.39% |
$145K - $234K
|
557K
$8.83M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.91K+ 0.65% |
$21.3K - $34.4K
|
296K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.97K+ 19.61% |
$22K - $35.5K
|
12K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 2.0% |
$18K - $29.1K
|
82.4K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
67New |
$749 - $1.21K
|
67
$1.06K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4.04KNew |
$45.1K - $72.8K
|
4.04K
$64K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
92.6KNew |
$1.03M - $1.67M
|
92.6K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 6.16% |
$13.9K - $22.5K
|
21.5K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.63K+ 3.76% |
$18.3K - $29.5K
|
45K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31K+ 49.92% |
$346K - $558K
|
93K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
272K+ 214.51% |
$3.04M - $4.9M
|
399K
$6.32M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-26.1K- 51.02% |
$292K - $471K
|
25.1K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
226K+ 93.89% |
$2.52M - $4.07M
|
466K
$7.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
18.8K+ 25.13% |
$210K - $339K
|
93.6K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-13K- 32.5% |
$145K - $234K
|
27K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.27K+ 9.97% |
$59K - $95.1K
|
58.2K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.64% |
$4.43K - $7.14K
|
24.6K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
204+ 0.24% |
$2.28K - $3.68K
|
87K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.3K+ 5.44% |
$182K - $294K
|
316K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 10.54% |
$36K - $58K
|
33.7K
$535K
|