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 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$92.1K - $128K
|
13.3K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$79K - $110K
|
11.4K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11KNew |
$76.1K - $106K
|
11K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$74K - $103K
|
10.7K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
10.2KNew |
$70.9K - $98.9K
|
10.2K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 15.63% |
$34.6K - $48.3K
|
37K
$875K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$27.7K - $38.6K
|
4K
$94.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3KNew |
$20.8K - $29K
|
3K
$71K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.99K+ 28.89% |
$20.7K - $28.8K
|
13.3K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.5KNew |
$17.3K - $24.1K
|
2.5K
$59.1K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.11KNew |
$14.6K - $20.3K
|
2.11K
$49.8K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2KNew |
$13.8K - $19.3K
|
2K
$47.3K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
CALL |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$35.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$10.4K - $14.5K
|
1.5K
$35.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
848New |
$5.87K - $8.18K
|
848
$20.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$5.54K - $7.72K
|
800
$18.9K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 17.95% |
$4.84K - $6.76K
|
4.6K
$109K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$11.8K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$11.8K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
427New |
$2.95K - $4.12K
|
427
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
227+ 2.77% |
$1.57K - $2.19K
|
8.43K
$199K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157+ 2.05% |
$1.09K - $1.52K
|
7.83K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
100+ 10.05% |
$692 - $965
|
1.1K
$25.9K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75New |
$519 - $724
|
75
$1.77K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
6.13MNew |
$40.6M - $63.3M
|
6.13M
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
CALL |
1.5MNew |
$9.93M - $15.5M
|
1.5M
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
873KNew |
$5.78M - $9.01M
|
873K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
668KNew |
$4.42M - $6.89M
|
668K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
300KNew |
$1.99M - $3.1M
|
300K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
292K+ 183.65% |
$1.93M - $3.01M
|
451K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
87.6KNew |
$580K - $904K
|
87.6K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
37.5KNew |
$248K - $387K
|
37.5K
$887K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
32.6K+ 70841.3% |
$216K - $336K
|
32.6K
$772K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.9K+ 8.4% |
$165K - $257K
|
322K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$123K - $192K
|
18.6K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
15KNew |
$99.3K - $155K
|
15K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$69.5K - $108K
|
10.5K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.3KNew |
$68.2K - $106K
|
10.3K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
10KNew |
$66.2K - $103K
|
10K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.9K+ 44.38% |
$52.3K - $81.5K
|
25.7K
$608K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.05KNew |
$13.6K - $21.1K
|
2.05K
$48.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2KNew |
$13.2K - $20.6K
|
2K
$47.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2K+ 66.67% |
$13.2K - $20.6K
|
5K
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$8.88K - $13.8K
|
1.34K
$31.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.24KNew |
$8.18K - $12.7K
|
1.24K
$29.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$7.82K - $12.2K
|
1.18K
$27.9K
|
|