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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.5K+ 11.38% |
$16.7K - $27K
|
14.6K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 6.66% |
$16.6K - $26.8K
|
23.8K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.47KNew |
$16.4K - $26.5K
|
1.47K
$23.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.45K+ 11.43% |
$16.2K - $26.1K
|
14.1K
$223K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 19.36% |
$15.9K - $25.6K
|
8.75K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.4KNew |
$15.7K - $25.2K
|
1.4K
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.33K+ 9.62% |
$14.9K - $24K
|
15.2K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.33K+ 8.67% |
$14.9K - $24K
|
16.7K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 9.27% |
$14.7K - $23.7K
|
15.5K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.26K+ 12.6% |
$14.1K - $22.7K
|
11.3K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.26K+ 12.07% |
$14K - $22.6K
|
11.7K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 6.16% |
$13.9K - $22.5K
|
21.5K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 0.45% |
$13.9K - $22.4K
|
279K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$12.9K - $20.9K
|
1.16K
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.14K+ 3.82% |
$12.7K - $20.5K
|
30.9K
$490K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 401.42% |
$12.7K - $20.4K
|
1.41K
$22.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $19.7K
|
63.4K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1K+ 16.67% |
$11.2K - $18K
|
7K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1K+ 4.27% |
$11.2K - $18K
|
24.4K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 33.33% |
$11.2K - $18K
|
4K
$63.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
925New |
$10.3K - $16.7K
|
925
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
858New |
$9.59K - $15.5K
|
858
$13.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
842+ 6.24% |
$9.41K - $15.2K
|
14.3K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
750+ 1.51% |
$8.39K - $13.5K
|
50.5K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
716+ 3.57% |
$8K - $12.9K
|
20.8K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
714New |
$7.98K - $12.9K
|
714
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
693+ 5.57% |
$7.75K - $12.5K
|
13.1K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
673+ 126.98% |
$7.52K - $12.1K
|
1.2K
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
660New |
$7.38K - $11.9K
|
660
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
640+ 38.88% |
$7.16K - $11.5K
|
2.29K
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
616+ 2.37% |
$6.89K - $11.1K
|
26.6K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
600New |
$6.71K - $10.8K
|
600
$9.51K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
600+ 2.84% |
$6.71K - $10.8K
|
21.7K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
CALL |
600+ 1.73% |
$6.71K - $10.8K
|
35.3K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
586New |
$6.55K - $10.6K
|
586
$9.29K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
561+ 1.87% |
$6.27K - $10.1K
|
30.6K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
521+ 26.5% |
$5.82K - $9.39K
|
2.49K
$39.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
516+ 2.44% |
$5.77K - $9.3K
|
21.6K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
506+ 2.7% |
$5.66K - $9.12K
|
19.3K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
450+ 6.05% |
$5.03K - $8.11K
|
7.89K
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
450+ 1.45% |
$5.03K - $8.11K
|
31.5K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
440+ 220.0% |
$4.92K - $7.93K
|
640
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
428+ 1.08% |
$4.79K - $7.72K
|
40K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
407+ 0.52% |
$4.55K - $7.34K
|
78.7K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.64% |
$4.43K - $7.14K
|
24.6K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
369+ 2.25% |
$4.13K - $6.65K
|
16.8K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
362+ 0.31% |
$4.05K - $6.53K
|
118K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.36K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.36K
|