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 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.08K+ 7.26% |
$19.5K - $25.2K
|
45.5K
$718K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.05K+ 12.89% |
$19.3K - $25K
|
26.7K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.99K+ 5.05% |
$18.9K - $24.4K
|
62.1K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.98K+ 3.31% |
$18.8K - $24.4K
|
92.9K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.33K+ 5.39% |
$14.7K - $19.1K
|
45.6K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.1KNew |
$13.2K - $17.2K
|
2.1K
$33.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 1.95% |
$12.7K - $16.4K
|
105K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.98K+ 58.02% |
$12.5K - $16.2K
|
5.38K
$84.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 30.45% |
$12.1K - $15.7K
|
8.21K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.88K+ 3.38% |
$11.9K - $15.4K
|
57.5K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.84K+ 0.41% |
$11.6K - $15.1K
|
450K
$7.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81KNew |
$11.4K - $14.8K
|
1.81K
$28.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.75KNew |
$11.1K - $14.3K
|
1.75K
$27.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.61K+ 1.44% |
$10.2K - $13.2K
|
113K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.59K+ 6.37% |
$10K - $13K
|
26.5K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.57K+ 4.65% |
$9.89K - $12.8K
|
35.2K
$555K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$9.82K - $12.7K
|
1.55K
$24.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.5KNew |
$9.48K - $12.3K
|
1.5K
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.5KNew |
$9.48K - $12.3K
|
1.5K
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.5K+ 5.54% |
$9.48K - $12.3K
|
28.6K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 4.83% |
$9.16K - $11.9K
|
31.5K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.34K+ 6.55% |
$8.44K - $10.9K
|
21.7K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.32K+ 1.04% |
$8.34K - $10.8K
|
129K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 2.47% |
$8.23K - $10.7K
|
54.1K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.23KNew |
$7.75K - $10K
|
1.23K
$19.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 11.35% |
$7.75K - $10K
|
12K
$190K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$7.58K - $9.83K
|
1.2K
$18.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.19KNew |
$7.55K - $9.78K
|
1.19K
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.12KNew |
$7.08K - $9.17K
|
1.12K
$17.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$15.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1K+ 10.0% |
$6.32K - $8.19K
|
11K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1K+ 249.38% |
$6.32K - $8.19K
|
1.4K
$22.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1K+ 6.54% |
$6.32K - $8.19K
|
16.3K
$257K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1K+ 8.71% |
$6.32K - $8.19K
|
12.5K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
966+ 5.79% |
$6.11K - $7.91K
|
17.6K
$278K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$6K - $7.78K
|
950
$15K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849+ 7.91% |
$5.37K - $6.95K
|
11.6K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
809+ 2.81% |
$5.11K - $6.63K
|
29.6K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
675New |
$4.27K - $5.53K
|
675
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
630New |
$3.98K - $5.16K
|
630
$9.94K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
626New |
$3.96K - $5.13K
|
626
$9.88K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595+ 178.68% |
$3.76K - $4.87K
|
928
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
586New |
$3.7K - $4.8K
|
586
$9.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
557+ 111.62% |
$3.52K - $4.56K
|
1.06K
$16.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
500New |
$3.16K - $4.09K
|
500
$7.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500+ 50.0% |
$3.16K - $4.09K
|
1.5K
$23.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
370+ 17.32% |
$2.34K - $3.03K
|
2.51K
$39.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
350+ 2.61% |
$2.21K - $2.87K
|
13.8K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
348+ 0.14% |
$2.2K - $2.85K
|
247K
$3.9M
|