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, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$89.9K - $178K
|
11.3K
$179K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
605New |
$4.8K - $9.49K
|
605
$9.55K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$7.89K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$7.89K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
CALL |
200New |
$1.59K - $3.14K
|
200
$3.16K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$1.19K - $2.35K
|
150
$2.37K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
80.4K+ 77.69% |
$1.15M - $1.87M
|
184K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
25.7KNew |
$367K - $599K
|
25.7K
$406K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$178K - $291K
|
12.5K
$197K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$150K - $245K
|
10.5K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 6142.86% |
$30.7K - $50.1K
|
2.19K
$34.5K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$7.14K - $11.6K
|
500
$7.89K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100New |
$1.43K - $2.33K
|
100
$1.58K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100New |
$1.43K - $2.33K
|
100
$1.58K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92New |
$1.31K - $2.14K
|
92
$1.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 33.33% |
$714 - $1.16K
|
200
$3.16K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 28.57% |
$285 - $466
|
90
$1.42K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
721KNew |
$9.91M - $13.1M
|
721K
$11.4M
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
74.9KNew |
$1.03M - $1.37M
|
74.9K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
BUY
|
- |
70.9KNew |
$976K - $1.29M
|
70.9K
$1.12M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.2KNew |
$278K - $369K
|
20.2K
$319K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
18.5KNew |
$254K - $337K
|
18.5K
$292K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
15.6KNew |
$215K - $285K
|
15.6K
$247K
|
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
9.14KNew |
$126K - $167K
|
9.14K
$144K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
250New |
$3.44K - $4.56K
|
250
$3.95K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Accel Growth Fund V Associates L.L.C.
Palo Alto, CA |
BUY
|
- |
4.1MNew |
$60M - $98.1M
|
4.1M
$64.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
25.7KNew |
$376K - $614K
|
25.7K
$406K
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8KNew |
$289K - $473K
|
19.8K
$312K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
700New |
$10.2K - $16.7K
|
700
$11K
|
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
400New |
$5.84K - $9.56K
|
400
$6.31K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$1.46K - $2.39K
|
100
$1.58K
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$438 - $717
|
30
$473
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$292 - $478
|
20
$316
|
|