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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
320+ 114.29% |
$3.58K - $5.77K
|
600
$9.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
310+ 2.28% |
$3.47K - $5.59K
|
13.9K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
301+ 1.93% |
$3.37K - $5.43K
|
15.9K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 150.0% |
$3.35K - $5.41K
|
500
$7.93K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 100.0% |
$3.35K - $5.41K
|
600
$9.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
286+ 69.76% |
$3.2K - $5.16K
|
696
$11K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 26.36% |
$3.03K - $4.89K
|
1.3K
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$2.92K - $4.71K
|
261
$4.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 7.58% |
$2.8K - $4.51K
|
3.55K
$56.3K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 0.54% |
$2.69K - $4.35K
|
45.1K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$3.8K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
238+ 27.32% |
$2.66K - $4.29K
|
1.11K
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
231+ 2.77% |
$2.58K - $4.16K
|
8.56K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
220New |
$2.46K - $3.97K
|
220
$3.49K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
210+ 0.29% |
$2.35K - $3.79K
|
72.5K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210New |
$2.35K - $3.79K
|
210
$3.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
204+ 0.24% |
$2.28K - $3.68K
|
87K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.24K - $3.61K
|
200
$3.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
200+ 1.9% |
$2.24K - $3.61K
|
10.7K
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190New |
$2.12K - $3.43K
|
190
$3.01K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$1.68K - $2.7K
|
150
$2.38K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126+ 0.9% |
$1.41K - $2.27K
|
14.1K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
125New |
$1.4K - $2.25K
|
125
$1.98K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125New |
$1.4K - $2.25K
|
125
$1.98K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 8.99% |
$1.29K - $2.07K
|
1.39K
$22.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
110+ 0.83% |
$1.23K - $1.98K
|
13.4K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
107New |
$1.2K - $1.93K
|
107
$1.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 1.83% |
$1.17K - $1.89K
|
5.85K
$92.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$1.12K - $1.8K
|
100
$1.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 83.33% |
$1.12K - $1.8K
|
220
$3.49K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 3.11% |
$1.04K - $1.68K
|
3.09K
$48.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$839 - $1.35K
|
75
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
71New |
$794 - $1.28K
|
71
$1.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71+ 47.02% |
$794 - $1.28K
|
222
$3.52K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
69+ 18.5% |
$771 - $1.24K
|
442
$7.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
69+ 18.8% |
$771 - $1.24K
|
436
$6.91K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
67New |
$749 - $1.21K
|
67
$1.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53New |
$593 - $956
|
53
$840
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50+ 35.97% |
$559 - $902
|
189
$3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 2.02% |
$559 - $902
|
2.53K
$40K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
48New |
$537 - $865
|
48
$761
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$470 - $757
|
42
$666
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$458 - $739
|
41
$650
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
37New |
$414 - $667
|
37
$586
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
37+ 0.36% |
$414 - $667
|
10.2K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30+ 0.88% |
$335 - $541
|
3.44K
$54.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 2.64% |
$335 - $541
|
1.17K
$18.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 5.72% |
$302 - $487
|
499
$7.91K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 4.44% |
$291 - $469
|
612
$9.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 2.14% |
$291 - $469
|
1.24K
$19.7K
|