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 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
18.1KNew |
$78K - $108K
|
18.1K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
16.8K+ 81.95% |
$72.2K - $100K
|
37.3K
$626K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$71K - $98.2K
|
16.5K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 35.46% |
$70.7K - $97.8K
|
62.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$70.5K - $97.6K
|
16.4K
$275K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
14.8KNew |
$63.6K - $88K
|
14.8K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
13.2KNew |
$56.5K - $78.2K
|
13.2K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
12.8KNew |
$55.1K - $76.2K
|
12.8K
$215K
|
|
|
Nov 14, 2024
Q4 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$53.8K - $74.4K
|
12.5K
$210K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10KNew |
$43K - $59.5K
|
10K
$168K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
7.89K+ 14.48% |
$33.9K - $47K
|
62.4K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
7.6K+ 131.03% |
$32.7K - $45.2K
|
13.4K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5.18KNew |
$22.3K - $30.8K
|
5.18K
$86.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
4.6KNew |
$19.8K - $27.4K
|
4.6K
$77.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.04KNew |
$13.1K - $18.1K
|
3.04K
$50.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.75K+ 13.7% |
$11.8K - $16.4K
|
22.9K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.53K+ 3.18% |
$10.9K - $15.1K
|
82K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.3KNew |
$9.88K - $13.7K
|
2.3K
$38.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 50.0% |
$8.6K - $11.9K
|
6K
$101K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2KNew |
$8.6K - $11.9K
|
2K
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 76.52% |
$8.39K - $11.6K
|
4.5K
$75.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1K+ 1000.0% |
$4.3K - $5.95K
|
1.1K
$18.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1KNew |
$4.3K - $5.95K
|
1K
$16.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
757New |
$3.26K - $4.5K
|
757
$12.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
328New |
$1.41K - $1.95K
|
328
$5.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$1.29K - $1.79K
|
300
$5.03K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
195New |
$839 - $1.16K
|
195
$3.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
100New |
$430 - $595
|
100
$1.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$323 - $446
|
75
$1.26K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 35.82% |
$103 - $143
|
91
$1.53K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
633KNew |
$3.06M - $5.21M
|
633K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
351KNew |
$1.7M - $2.88M
|
351K
$5.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
208K+ 103.4% |
$1.01M - $1.71M
|
409K
$6.86M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
100K+ 360.07% |
$484K - $824K
|
128K
$2.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
94.9KNew |
$459K - $781K
|
94.9K
$1.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33KNew |
$160K - $272K
|
33K
$553K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.1K+ 119.16% |
$112K - $190K
|
42.5K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.4KNew |
$104K - $176K
|
21.4K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$66.7K - $113K
|
13.8K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
13KNew |
$62.9K - $107K
|
13K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$58.4K - $99.4K
|
12.1K
$202K
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$55.6K - $94.6K
|
11.5K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 67.63% |
$48.8K - $83K
|
25K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$48.4K - $82.3K
|
10K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
6.4K+ 34.22% |
$31K - $52.7K
|
25.1K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.67KNew |
$22.6K - $38.4K
|
4.67K
$78.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3KNew |
$14.5K - $24.7K
|
3K
$50.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.65KNew |
$12.8K - $21.8K
|
2.65K
$44.4K
|
|