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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 147.72% |
$61K - $117K
|
10.8K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.24K+ 6.07% |
$59.2K - $114K
|
109K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 6.89% |
$57K - $109K
|
92.9K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.96KNew |
$56.6K - $108K
|
5.96K
$141K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
5.93K+ 1.39% |
$56.3K - $108K
|
432K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
5.8K+ 12.0% |
$55.1K - $106K
|
54.1K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.77K+ 7.33% |
$54.8K - $105K
|
84.5K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.56K+ 4.49% |
$52.9K - $101K
|
129K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.56K+ 49.49% |
$52.8K - $101K
|
16.8K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.55K+ 3.55% |
$52.7K - $101K
|
162K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.48K+ 62.54% |
$52K - $99.7K
|
14.2K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.46K+ 63.53% |
$51.8K - $99.3K
|
14K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.22K+ 24.07% |
$49.6K - $95.1K
|
26.9K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
5.1KNew |
$48.5K - $92.9K
|
5.1K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
5.07K+ 23.19% |
$48.1K - $92.3K
|
26.9K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.04K+ 15.21% |
$47.9K - $91.8K
|
38.2K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.03K+ 5.9% |
$47.8K - $91.7K
|
90.4K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.93K+ 5.99% |
$46.9K - $89.8K
|
87.3K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.88K+ 13.42% |
$46.3K - $88.8K
|
41.2K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.87K+ 34.49% |
$46.3K - $88.7K
|
19K
$449K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.83KNew |
$45.9K - $88K
|
4.83K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.83K+ 276.94% |
$45.9K - $87.9K
|
6.57K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
4.78K+ 2172.73% |
$45.4K - $87K
|
5K
$118K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.7K+ 25.68% |
$44.6K - $85.5K
|
23K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.52K+ 7.71% |
$42.9K - $82.3K
|
63.2K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 6.46% |
$42.8K - $82K
|
74.2K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 25.22% |
$42.4K - $81.4K
|
22.2K
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.38K+ 4.78% |
$41.6K - $79.8K
|
96K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.33K+ 4.28% |
$41.1K - $78.8K
|
105K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
4.2KNew |
$39.9K - $76.5K
|
4.2K
$99.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.04K+ 30.24% |
$38.4K - $73.6K
|
17.4K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.98KNew |
$37.8K - $72.4K
|
3.98K
$94K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.95K+ 4.68% |
$37.6K - $72K
|
88.5K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 13.03% |
$37.1K - $71.1K
|
33.9K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.51K+ 25.4% |
$33.3K - $63.9K
|
17.3K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44KNew |
$32.7K - $62.7K
|
3.44K
$81.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.41KNew |
$32.4K - $62.1K
|
3.41K
$80.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.23K+ 25.83% |
$30.6K - $58.7K
|
15.7K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.2K+ 533.33% |
$30.4K - $58.3K
|
3.8K
$89.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 11.35% |
$29.5K - $56.5K
|
30.4K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.05K+ 26.17% |
$29K - $55.5K
|
14.7K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
3K+ 150.0% |
$28.5K - $54.6K
|
5K
$118K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 24.39% |
$25.5K - $49K
|
13.7K
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.6K+ 17.61% |
$24.7K - $47.4K
|
17.4K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.6K+ 23.18% |
$24.7K - $47.3K
|
13.8K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.59K+ 17.29% |
$24.6K - $47.1K
|
17.5K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
2.54K+ 22.85% |
$24.2K - $46.3K
|
13.7K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
2.5K+ 100.0% |
$23.8K - $45.5K
|
5K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.44K+ 8.14% |
$23.2K - $44.5K
|
32.4K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.43K+ 4.87% |
$23.1K - $44.3K
|
52.3K
$1.24M
|