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 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
675New |
$4.47K - $6.97K
|
675
$16K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$11.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
332+ 33200.0% |
$2.2K - $3.43K
|
333
$7.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165New |
$1.09K - $1.7K
|
165
$3.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$993 - $1.55K
|
150
$3.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
118New |
$781 - $1.22K
|
118
$2.79K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$2.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$662 - $1.03K
|
100
$2.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
CALL |
40New |
$265 - $413
|
40
$946
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 2.09% |
$159 - $248
|
1.17K
$27.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$66.2 - $103
|
10
$237
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1New |
$6.62 - $10.3
|
1
$23.7
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$6.62 - $10.3
|
380
$8.99K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
644KNew |
$4.77M - $7.38M
|
644K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
518KNew |
$3.84M - $5.94M
|
518K
$12.3M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$1.07M - $1.66M
|
145K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
91.1KNew |
$674K - $1.04M
|
91.1K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
55.2KNew |
$408K - $632K
|
55.2K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
48.6KNew |
$360K - $556K
|
48.6K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
43.9KNew |
$324K - $502K
|
43.9K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
41.4KNew |
$306K - $474K
|
41.4K
$979K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
PUT |
41.4KNew |
$306K - $474K
|
41.4K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
30KNew |
$222K - $344K
|
30K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
23.9KNew |
$177K - $274K
|
23.9K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
18.4KNew |
$136K - $211K
|
18.4K
$435K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
12.8KNew |
$94.6K - $146K
|
12.8K
$302K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.3KNew |
$84K - $130K
|
11.3K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.64KNew |
$63.9K - $98.9K
|
8.64K
$204K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.9K+ 45.2% |
$51.1K - $79K
|
22.2K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.21KNew |
$45.9K - $71K
|
6.21K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
5KNew |
$37K - $57.3K
|
5K
$118K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$9.25K - $14.3K
|
1.25K
$29.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$7.4K - $11.5K
|
1K
$23.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
456New |
$3.37K - $5.22K
|
456
$10.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
34+ 0.11% |
$252 - $389
|
31.5K
$744K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20New |
$148 - $229
|
20
$473
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
390K+ 498.66% |
$1.85M - $3.79M
|
468K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
240KNew |
$1.14M - $2.34M
|
240K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
149KNew |
$707K - $1.45M
|
149K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
144KNew |
$683K - $1.4M
|
144K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
130KNew |
$618K - $1.26M
|
130K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
128K+ 173.32% |
$607K - $1.24M
|
201K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
110KNew |
$524K - $1.07M
|
110K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
94.2KNew |
$448K - $918K
|
94.2K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
62.2KNew |
$296K - $606K
|
62.2K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
CALL |
51KNew |
$243K - $497K
|
51K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
40KNew |
$190K - $390K
|
40K
$946K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.5KNew |
$183K - $375K
|
38.5K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
35.2KNew |
$168K - $343K
|
35.2K
$833K
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
26K+ 11.38% |
$124K - $253K
|
254K
$6.01M
|
|