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 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.8KNew |
$99.8K - $125K
|
15.8K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15KNew |
$94.8K - $118K
|
15K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
14.5KNew |
$91.6K - $114K
|
14.5K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
14.4K+ 49.67% |
$91.2K - $114K
|
43.5K
$686K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14KNew |
$88.7K - $111K
|
14K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
14KNew |
$88.5K - $110K
|
14K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14KNew |
$88.3K - $110K
|
14K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
13.1KNew |
$82.6K - $103K
|
13.1K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 25.9% |
$78.4K - $97.8K
|
60.3K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$77.5K - $96.7K
|
12.3K
$193K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.7KNew |
$67.5K - $84.3K
|
10.7K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.6KNew |
$67.3K - $84K
|
10.6K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.3KNew |
$65.2K - $81.4K
|
10.3K
$163K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.3KNew |
$65.1K - $81.2K
|
10.3K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
10.2K+ 6.36% |
$64.5K - $80.5K
|
171K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
10.1KNew |
$63.7K - $79.6K
|
10.1K
$159K
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
10KNew |
$63.4K - $79.1K
|
10K
$158K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
PUT |
10KNew |
$63.2K - $78.9K
|
10K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.8K+ 467.1% |
$61.9K - $77.3K
|
11.9K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.93K+ 17.76% |
$37.5K - $46.8K
|
39.3K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.86K+ 33.61% |
$24.4K - $30.4K
|
15.3K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.35K+ 27.33% |
$21.2K - $26.4K
|
15.6K
$246K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.2K+ 1.33% |
$20.2K - $25.2K
|
244K
$3.86M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$18.3K - $22.9K
|
2.9K
$45.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.8KNew |
$17.7K - $22.1K
|
2.8K
$44.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.55KNew |
$16.1K - $20.1K
|
2.55K
$40.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
2.13KNew |
$13.5K - $16.8K
|
2.13K
$33.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$23.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 33.68% |
$9.16K - $11.4K
|
5.75K
$90.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45KNew |
$9.13K - $11.4K
|
1.45K
$22.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34K+ 7.27% |
$8.47K - $10.6K
|
19.8K
$312K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16KNew |
$7.31K - $9.13K
|
1.16K
$18.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$6.76K - $8.44K
|
1.07K
$16.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$6.32K - $7.89K
|
1K
$15.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 40.82% |
$6.32K - $7.89K
|
3.45K
$54.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1K+ 9.09% |
$6.32K - $7.89K
|
12K
$189K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$15.8K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 50.0% |
$6.32K - $7.89K
|
3K
$47.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
912+ 8.53% |
$5.76K - $7.2K
|
11.6K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
898+ 1.0% |
$5.68K - $7.09K
|
90.9K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$5.06K - $6.31K
|
800
$12.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
762+ 1.63% |
$4.82K - $6.01K
|
47.5K
$749K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
750+ 6.98% |
$4.74K - $5.92K
|
11.5K
$181K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
500New |
$3.16K - $3.95K
|
500
$7.89K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500+ 12.69% |
$3.16K - $3.95K
|
4.44K
$70K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
360+ 98.63% |
$2.28K - $2.84K
|
725
$11.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
290+ 128.89% |
$1.83K - $2.29K
|
515
$8.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 5.17% |
$1.58K - $1.97K
|
5.09K
$80.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$1.58K - $1.97K
|
250
$3.95K
|