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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87.1K+ 1.44% |
$550K - $713K
|
6.15M
$97M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
86K+ 11.21% |
$544K - $705K
|
854K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
84.5KNew |
$534K - $692K
|
84.5K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 5.41% |
$527K - $683K
|
1.63M
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
77.1K+ 109.52% |
$487K - $631K
|
148K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
75K+ 119.05% |
$474K - $614K
|
138K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
73.8K+ 10512.54% |
$466K - $604K
|
74.5K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
70.6K+ 41.5% |
$446K - $578K
|
241K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
70.4KNew |
$445K - $576K
|
70.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.6K+ 19.2% |
$358K - $464K
|
351K
$5.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.3K+ 39.44% |
$356K - $461K
|
199K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
55.1K+ 33.48% |
$348K - $451K
|
220K
$3.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
52.3KNew |
$331K - $428K
|
52.3K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48.7KNew |
$308K - $399K
|
48.7K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
47.7K+ 92.96% |
$301K - $390K
|
99K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
47.2KNew |
$298K - $387K
|
47.2K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
42.8KNew |
$271K - $351K
|
42.8K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
41.9K+ 3.81% |
$265K - $344K
|
1.14M
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
40.4K+ 1.4% |
$255K - $331K
|
2.93M
$46.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.1KNew |
$253K - $328K
|
40.1K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
40KNew |
$253K - $328K
|
40K
$631K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.1K+ 20.21% |
$241K - $312K
|
227K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
34.4KNew |
$217K - $281K
|
34.4K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
31.3K+ 75.0% |
$198K - $256K
|
73K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
31K+ 13.16% |
$196K - $254K
|
267K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
30.2K+ 20.86% |
$191K - $248K
|
175K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
26.8K+ 5.91% |
$169K - $219K
|
479K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.4K+ 34.6% |
$160K - $208K
|
98.7K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.2KNew |
$159K - $206K
|
25.2K
$398K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
24KNew |
$152K - $197K
|
24K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23.9KNew |
$151K - $195K
|
23.9K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
23.8K+ 5.42% |
$150K - $195K
|
462K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
23.7KNew |
$150K - $194K
|
23.7K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$144K - $187K
|
22.8K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.4K+ 13.22% |
$142K - $184K
|
192K
$3.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 57.27% |
$131K - $170K
|
57K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.8K+ 1.91% |
$125K - $162K
|
1.06M
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$120K - $156K
|
19K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2KNew |
$115K - $149K
|
18.2K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.8K+ 33.56% |
$112K - $146K
|
70.7K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.6K+ 220.7% |
$111K - $144K
|
25.6K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 20.21% |
$111K - $143K
|
104K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
17.4KNew |
$110K - $143K
|
17.4K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.1KNew |
$108K - $140K
|
17.1K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$107K - $139K
|
17K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.3K+ 41.94% |
$103K - $134K
|
55.3K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.1K+ 13.61% |
$102K - $132K
|
134K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 2.51% |
$98K - $127K
|
634K
$10M
|