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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.59KNew |
$63.5K - $99K
|
9.59K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.9K+ 44.38% |
$52.3K - $81.5K
|
25.7K
$406K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.05KNew |
$13.6K - $21.1K
|
2.05K
$32.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2KNew |
$13.2K - $20.6K
|
2K
$31.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2K+ 66.67% |
$13.2K - $20.6K
|
5K
$78.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$8.88K - $13.8K
|
1.34K
$21.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.24KNew |
$8.18K - $12.7K
|
1.24K
$19.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$7.82K - $12.2K
|
1.18K
$18.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$7.28K - $11.4K
|
1.1K
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 9.82% |
$6.62K - $10.3K
|
11.2K
$176K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
675New |
$4.47K - $6.97K
|
675
$10.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$7.89K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
332+ 33200.0% |
$2.2K - $3.43K
|
333
$5.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
300New |
$1.99K - $3.1K
|
300
$4.73K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165New |
$1.09K - $1.7K
|
165
$2.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$993 - $1.55K
|
150
$2.37K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118New |
$781 - $1.22K
|
118
$1.86K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$1.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$1.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
CALL |
40New |
$265 - $413
|
40
$631
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 2.09% |
$159 - $248
|
1.17K
$18.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$66.2 - $103
|
10
$158
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1New |
$6.62 - $10.3
|
1
$15.8
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$6.62 - $10.3
|
380
$6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.87MNew |
$65.6M - $102M
|
8.87M
$140M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
644KNew |
$4.77M - $7.38M
|
644K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
518KNew |
$3.84M - $5.94M
|
518K
$8.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462KNew |
$3.42M - $5.28M
|
462K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
427KNew |
$3.16M - $4.89M
|
427K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
215K+ 137.44% |
$1.59M - $2.46M
|
371K
$5.86M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$1.07M - $1.66M
|
145K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
91.1KNew |
$674K - $1.04M
|
91.1K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
55.2KNew |
$408K - $632K
|
55.2K
$870K
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
48.6KNew |
$360K - $556K
|
48.6K
$767K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
44.9KNew |
$332K - $514K
|
44.9K
$708K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
43.9KNew |
$324K - $502K
|
43.9K
$692K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
PUT |
41.4KNew |
$306K - $474K
|
41.4K
$653K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
41.4KNew |
$306K - $474K
|
41.4K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
30KNew |
$222K - $344K
|
30K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
23.9KNew |
$177K - $274K
|
23.9K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
18.4KNew |
$136K - $211K
|
18.4K
$290K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
15.7KNew |
$116K - $179K
|
15.7K
$247K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
12.8KNew |
$94.6K - $146K
|
12.8K
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.3KNew |
$84K - $130K
|
11.3K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.64KNew |
$63.9K - $98.9K
|
8.64K
$136K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.9K+ 45.2% |
$51.1K - $79K
|
22.2K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$97.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
5KNew |
$37K - $57.3K
|
5K
$78.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$9.25K - $14.3K
|
1.25K
$19.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$7.4K - $11.5K
|
1K
$15.8K
|
|