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 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.32MNew |
$16.1M - $22.4M
|
2.32M
$39M
|
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
2.27MNew |
$15.7M - $21.9M
|
2.27M
$38M
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
500KNew |
$3.46M - $4.83M
|
500K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
423KNew |
$2.93M - $4.08M
|
423K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362K+ 311.9% |
$2.51M - $3.49M
|
478K
$8.02M
|
|
|
May 15, 2024
Q1 2024
|
Hst Ventures, LLC
|
BUY
|
- |
138KNew |
$954K - $1.33M
|
138K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
113KNew |
$779K - $1.09M
|
113K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.9K+ 48.8% |
$567K - $791K
|
250K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
80KNew |
$554K - $772K
|
80K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
49.1KNew |
$340K - $473K
|
49.1K
$823K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
45K+ 11.22% |
$311K - $434K
|
446K
$7.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.5KNew |
$169K - $236K
|
24.5K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.5KNew |
$163K - $227K
|
23.5K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$138K - $193K
|
20K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.5KNew |
$128K - $178K
|
18.5K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.4KNew |
$128K - $178K
|
18.4K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.9K+ 39.82% |
$110K - $153K
|
55.8K
$936K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.5K+ 91.99% |
$93.6K - $131K
|
28.2K
$473K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$92.1K - $128K
|
13.3K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$79K - $110K
|
11.4K
$192K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11KNew |
$76.1K - $106K
|
11K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$74K - $103K
|
10.7K
$179K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
10.2KNew |
$70.9K - $98.9K
|
10.2K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$168K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 15.63% |
$34.6K - $48.3K
|
37K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$27.7K - $38.6K
|
4K
$67.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3KNew |
$20.8K - $29K
|
3K
$50.3K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.99K+ 28.89% |
$20.7K - $28.8K
|
13.3K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 24.71% |
$19.1K - $26.7K
|
14K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.5KNew |
$17.3K - $24.1K
|
2.5K
$41.9K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.11KNew |
$14.6K - $20.3K
|
2.11K
$35.3K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
CALL |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$25.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$25.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
848New |
$5.87K - $8.18K
|
848
$14.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$5.54K - $7.72K
|
800
$13.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 17.95% |
$4.84K - $6.76K
|
4.6K
$77.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$8.39K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$8.39K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
427New |
$2.95K - $4.12K
|
427
$7.16K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$2.08K - $2.9K
|
300
$5.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
227+ 2.77% |
$1.57K - $2.19K
|
8.43K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
200+ 0.95% |
$1.38K - $1.93K
|
21.3K
$357K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157+ 2.05% |
$1.09K - $1.52K
|
7.83K
$131K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
100+ 10.05% |
$692 - $965
|
1.1K
$18.4K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75New |
$519 - $724
|
75
$1.26K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
6.13MNew |
$40.6M - $63.3M
|
6.13M
$103M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
CALL |
1.5MNew |
$9.93M - $15.5M
|
1.5M
$25.2M
|
|