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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$55.6K - $94.6K
|
11.5K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 67.63% |
$48.8K - $83K
|
25K
$395K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$158K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$158K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
6.4K+ 34.22% |
$31K - $52.7K
|
25.1K
$396K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.67KNew |
$22.6K - $38.4K
|
4.67K
$73.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3KNew |
$14.5K - $24.7K
|
3K
$47.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.65KNew |
$12.8K - $21.8K
|
2.65K
$41.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
2.36KNew |
$11.4K - $19.4K
|
2.36K
$37.3K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$15.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1KNew |
$4.84K - $8.23K
|
1K
$15.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
429New |
$2.08K - $3.53K
|
429
$6.77K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
408+ 11.66% |
$1.97K - $3.36K
|
3.91K
$61.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
155+ 0.7% |
$750 - $1.28K
|
22.2K
$350K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 35.46% |
$484 - $823
|
382
$6.03K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
96New |
$465 - $790
|
96
$1.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
66New |
$319 - $543
|
66
$1.04K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
458K+ 966.95% |
$2.4M - $4.47M
|
505K
$7.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
242KNew |
$1.27M - $2.37M
|
242K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
136KNew |
$715K - $1.33M
|
136K
$2.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69.9KNew |
$367K - $682K
|
69.9K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44.8KNew |
$235K - $437K
|
44.8K
$707K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
19.4KNew |
$102K - $190K
|
19.4K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.5KNew |
$65.9K - $123K
|
12.5K
$198K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.2KNew |
$64.1K - $119K
|
12.2K
$193K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12KNew |
$63.2K - $118K
|
12K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.9KNew |
$57.4K - $107K
|
10.9K
$172K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.7KNew |
$56.4K - $105K
|
10.7K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.4KNew |
$54.4K - $101K
|
10.4K
$164K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.71KNew |
$14.2K - $26.4K
|
2.71K
$42.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
2.5K+ 0.14% |
$13.1K - $24.4K
|
1.75M
$27.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.31K+ 75.13% |
$12.1K - $22.5K
|
5.38K
$84.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$11.8K - $22K
|
2.25K
$35.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
1.57K+ 19.96% |
$8.24K - $15.3K
|
9.43K
$149K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.4K+ 175.0% |
$7.35K - $13.7K
|
2.2K
$34.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
800New |
$4.2K - $7.82K
|
800
$12.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
750New |
$3.94K - $7.33K
|
750
$11.8K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
533+ 1.75% |
$2.8K - $5.21K
|
31K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 333.33% |
$1.31K - $2.44K
|
325
$5.13K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
142New |
$746 - $1.39K
|
142
$2.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125New |
$656 - $1.22K
|
125
$1.97K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
106New |
$557 - $1.04K
|
106
$1.67K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
74New |
$389 - $723
|
74
$1.17K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.88% |
$5.25 - $9.77
|
115
$1.81K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
35KNew |
$278K - $549K
|
35K
$552K
|
|
|
May 16, 2022
Q1 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
CALL |
30K+ 100.0% |
$238K - $470K
|
60K
$947K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
17.6KNew |
$140K - $276K
|
17.6K
$278K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
17.5KNew |
$138K - $274K
|
17.5K
$276K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
16.6K+ 80.28% |
$132K - $260K
|
37.3K
$588K
|
|