Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
32.4KNew |
$247K - $546K
|
32.4K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
32KNew |
$244K - $541K
|
32K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.1KNew |
$230K - $508K
|
30.1K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
28.9KNew |
$221K - $488K
|
28.9K
$485K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
28.4KNew |
$217K - $480K
|
28.4K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.1KNew |
$192K - $424K
|
25.1K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
25.1K+ 180.94% |
$192K - $424K
|
39K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$179K - $397K
|
23.5K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.4K+ 6401.37% |
$179K - $395K
|
23.8K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
22.1KNew |
$168K - $372K
|
22.1K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
21.7KNew |
$165K - $366K
|
21.7K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21KNew |
$160K - $354K
|
21K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$157K - $348K
|
20.6K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$146K - $322K
|
19.1K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
18.6KNew |
$142K - $314K
|
18.6K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
18.4KNew |
$141K - $311K
|
18.4K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$136K - $300K
|
17.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$134K - $296K
|
17.5K
$294K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.8KNew |
$113K - $250K
|
14.8K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14.6KNew |
$111K - $246K
|
14.6K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13K+ 965.52% |
$98.9K - $219K
|
14.3K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$97.3K - $215K
|
12.8K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.8KNew |
$90.1K - $199K
|
11.8K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 826.05% |
$88.6K - $196K
|
13K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$85.8K - $190K
|
11.2K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.2KNew |
$85.4K - $189K
|
11.2K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$84.6K - $187K
|
11.1K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10K+ 60.71% |
$76.3K - $169K
|
26.5K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
10KNew |
$76.3K - $169K
|
10K
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$168K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.23KNew |
$62.8K - $139K
|
8.23K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.55K+ 72.22% |
$57.6K - $127K
|
18K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.5KNew |
$57.2K - $127K
|
7.5K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.5K+ 91.67% |
$42K - $92.8K
|
11.5K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.8K+ 2.82% |
$36.6K - $81K
|
175K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.98K+ 6.4% |
$22.8K - $50.4K
|
49.6K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.74K+ 8.14% |
$20.9K - $46.2K
|
36.4K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.4K+ 9.06% |
$18.3K - $40.5K
|
28.9K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.17KNew |
$16.5K - $36.6K
|
2.17K
$36.3K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
2KNew |
$15.3K - $33.8K
|
2K
$33.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$15.3K - $33.8K
|
2K
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$54.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$54.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.74KNew |
$13.3K - $29.4K
|
1.74K
$29.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$24.6K
|