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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9KNew |
$43.6K - $70.3K
|
3.9K
$92.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.87KNew |
$43.3K - $69.8K
|
3.87K
$91.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 9.84% |
$39K - $62.9K
|
39K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.37KNew |
$37.7K - $60.8K
|
3.37K
$79.7K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
3.3KNew |
$36.9K - $59.5K
|
3.3K
$78K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.65KNew |
$29.7K - $47.8K
|
2.65K
$62.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.84% |
$27.5K - $44.4K
|
53.3K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$57.9K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.2K+ 2200.0% |
$24.6K - $39.7K
|
2.3K
$54.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2K+ 133.33% |
$22.4K - $36.1K
|
3.5K
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.97K+ 19.61% |
$22K - $35.5K
|
12K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$43.6K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$608K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$40.2K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 119.27% |
$18.7K - $30.1K
|
3.07K
$72.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.59KNew |
$17.7K - $28.6K
|
1.59K
$37.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.4KNew |
$15.7K - $25.2K
|
1.4K
$33.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.33K+ 8.67% |
$14.9K - $24K
|
16.7K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 9.27% |
$14.7K - $23.7K
|
15.5K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$12.9K - $20.9K
|
1.16K
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1K+ 16.67% |
$11.2K - $18K
|
7K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1K+ 4.27% |
$11.2K - $18K
|
24.4K
$577K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
925New |
$10.3K - $16.7K
|
925
$21.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
750+ 1.51% |
$8.39K - $13.5K
|
50.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
714New |
$7.98K - $12.9K
|
714
$16.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
660New |
$7.38K - $11.9K
|
660
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
600+ 2.84% |
$6.71K - $10.8K
|
21.7K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
521+ 26.5% |
$5.82K - $9.39K
|
2.49K
$58.8K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
440+ 220.0% |
$4.92K - $7.93K
|
640
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
362+ 0.31% |
$4.05K - $6.53K
|
118K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
320+ 114.29% |
$3.58K - $5.77K
|
600
$14.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
310+ 2.28% |
$3.47K - $5.59K
|
13.9K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$2.92K - $4.71K
|
261
$6.17K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$5.68K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
210+ 0.29% |
$2.35K - $3.79K
|
72.5K
$1.71M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.24K - $3.61K
|
200
$4.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
200+ 1.9% |
$2.24K - $3.61K
|
10.7K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190New |
$2.12K - $3.43K
|
190
$4.49K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$1.68K - $2.7K
|
150
$3.55K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
125New |
$1.4K - $2.25K
|
125
$2.96K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 8.99% |
$1.29K - $2.07K
|
1.39K
$33K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
107New |
$1.2K - $1.93K
|
107
$2.53K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 1.83% |
$1.17K - $1.89K
|
5.85K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 3.11% |
$1.04K - $1.68K
|
3.09K
$73K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
69+ 18.5% |
$771 - $1.24K
|
442
$10.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
69+ 18.8% |
$771 - $1.24K
|
436
$10.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$470 - $757
|
42
$993
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$458 - $739
|
41
$970
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
40New |
$447 - $721
|
40
$946
|