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 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
650+ 520.0% |
$6.18K - $11.8K
|
775
$18.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 564.29% |
$6K - $11.5K
|
744
$17.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
600New |
$5.7K - $10.9K
|
600
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
563+ 1.41% |
$5.35K - $10.3K
|
40.5K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
557+ 0.38% |
$5.29K - $10.1K
|
147K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
534New |
$5.07K - $9.72K
|
534
$12.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
514+ 11.74% |
$4.88K - $9.36K
|
4.89K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
514+ 2.84% |
$4.88K - $9.36K
|
18.6K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
501+ 1.79% |
$4.76K - $9.12K
|
28.4K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
493+ 34.12% |
$4.68K - $8.98K
|
1.94K
$45.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
400New |
$3.8K - $7.28K
|
400
$9.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
390+ 3.57% |
$3.71K - $7.1K
|
11.3K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
368+ 4.88% |
$3.5K - $6.7K
|
7.91K
$187K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
360+ 480.0% |
$3.42K - $6.56K
|
435
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
350+ 1.15% |
$3.33K - $6.37K
|
30.9K
$731K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
336+ 0.99% |
$3.19K - $6.12K
|
34.4K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
316+ 0.51% |
$3K - $5.75K
|
62.3K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$7.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
300+ 1.35% |
$2.85K - $5.46K
|
22.6K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$7.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
275+ 3.32% |
$2.61K - $5.01K
|
8.56K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
271+ 0.03% |
$2.57K - $4.93K
|
976K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
263New |
$2.5K - $4.79K
|
263
$6.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
262+ 0.42% |
$2.49K - $4.77K
|
63.3K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259+ 25900.0% |
$2.46K - $4.72K
|
260
$6.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215New |
$2.04K - $3.92K
|
215
$5.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
207+ 1725.0% |
$1.97K - $3.77K
|
219
$5.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
PUT |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 5.0% |
$1.9K - $3.64K
|
4.2K
$99.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
195+ 0.9% |
$1.85K - $3.55K
|
21.8K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
180+ 58.82% |
$1.71K - $3.28K
|
486
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
178+ 1.59% |
$1.69K - $3.24K
|
11.3K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
159+ 0.85% |
$1.51K - $2.9K
|
18.8K
$445K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
130+ 1.27% |
$1.24K - $2.37K
|
10.3K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
130+ 270.83% |
$1.24K - $2.37K
|
178
$4.21K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 59.52% |
$1.19K - $2.28K
|
335
$7.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
122+ 10.14% |
$1.16K - $2.22K
|
1.33K
$31.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 0.75% |
$1.16K - $2.22K
|
16.3K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 327.78% |
$1.12K - $2.15K
|
154
$3.64K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
116+ 52.73% |
$1.1K - $2.11K
|
336
$7.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 681.25% |
$1.04K - $1.98K
|
125
$2.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
109New |
$1.04K - $1.98K
|
109
$2.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
PUT |
100+ 0.23% |
$950 - $1.82K
|
44.4K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$950 - $1.82K
|
100
$2.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
100+ 0.75% |
$950 - $1.82K
|
13.4K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 1.33% |
$950 - $1.82K
|
7.6K
$180K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
100+ 31.45% |
$950 - $1.82K
|
418
$9.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 100.0% |
$950 - $1.82K
|
200
$4.73K
|