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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30+ 0.88% |
$335 - $541
|
3.44K
$81.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$280 - $451
|
25
$591
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 43.75% |
$157 - $252
|
46
$1.09K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 14.29% |
$112 - $180
|
80
$1.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$55.9 - $90.2
|
5
$118
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 2.0% |
$11.2 - $18
|
51
$1.21K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
3.9MNew |
$29.8M - $65.8M
|
3.9M
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
1.25MNew |
$9.54M - $21.1M
|
1.25M
$29.6M
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
936KNew |
$7.14M - $15.8M
|
936K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
522KNew |
$3.99M - $8.82M
|
522K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
516KNew |
$3.93M - $8.7M
|
516K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
331KNew |
$2.52M - $5.58M
|
331K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
268K+ 144.75% |
$2.04M - $4.52M
|
452K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
250KNew |
$1.91M - $4.22M
|
250K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
217KNew |
$1.66M - $3.67M
|
217K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
207KNew |
$1.58M - $3.5M
|
207K
$4.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
160KNew |
$1.22M - $2.7M
|
160K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
132KNew |
$1.01M - $2.23M
|
132K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
100KNew |
$763K - $1.69M
|
100K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
100KNew |
$763K - $1.69M
|
100K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
87.4KNew |
$667K - $1.48M
|
87.4K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
72.5KNew |
$553K - $1.22M
|
72.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
69.4KNew |
$530K - $1.17M
|
69.4K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
65.4KNew |
$499K - $1.1M
|
65.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
64.6KNew |
$493K - $1.09M
|
64.6K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
60KNew |
$458K - $1.01M
|
60K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
54.1KNew |
$413K - $913K
|
54.1K
$1.28M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
53.3KNew |
$407K - $900K
|
53.3K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
52.1KNew |
$397K - $879K
|
52.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
43.5KNew |
$332K - $734K
|
43.5K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33.3KNew |
$254K - $562K
|
33.3K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.1KNew |
$230K - $508K
|
30.1K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
28.9KNew |
$221K - $488K
|
28.9K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
25.1K+ 180.94% |
$192K - $424K
|
39K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.4K+ 6401.37% |
$179K - $395K
|
23.8K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
21.7KNew |
$165K - $366K
|
21.7K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$157K - $348K
|
20.6K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
18.6KNew |
$142K - $314K
|
18.6K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
18.4KNew |
$141K - $311K
|
18.4K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$136K - $300K
|
17.8K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$134K - $296K
|
17.5K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13K+ 965.52% |
$98.9K - $219K
|
14.3K
$338K
|
|
|
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
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 826.05% |
$88.6K - $196K
|
13K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.2KNew |
$85.4K - $189K
|
11.2K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$237K
|
|