Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 1.11% |
$1.9K - $2.37K
|
26.6K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-297- 50.34% |
$1.88K - $2.34K
|
293
$4.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 12.69% |
$1.58K - $1.97K
|
1.72K
$26.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-173- 10.34% |
$1.09K - $1.36K
|
1.5K
$23K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-166- 45.36% |
$1.05K - $1.31K
|
200
$3.07K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-132- 0.18% |
$834 - $1.04K
|
72.3K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 13.33% |
$632 - $789
|
650
$9.98K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-75- 0.04% |
$474 - $592
|
181K
$2.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 13.04% |
$474 - $592
|
500
$7.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 1.11% |
$379 - $473
|
5.34K
$82K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$107
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$8.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6- 0.04% |
$37.9 - $47.3
|
15K
$230K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.89M- 66.36% |
$13.1M - $18.2M
|
956K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-393K- 95.64% |
$2.72M - $3.79M
|
17.9K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-209K- 79.76% |
$1.44M - $2.01M
|
53K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-151K- 4.66% |
$1.05M - $1.46M
|
3.09M
$47.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-121K- 80.93% |
$840K - $1.17M
|
28.6K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Once Capital Management, LLC
|
SELL
|
- |
-100K- 28.57% |
$692K - $965K
|
250K
$3.84M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-74.6K- 39.52% |
$516K - $720K
|
114K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$195K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.3K- 37.14% |
$106K - $148K
|
25.9K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.8K- 17.04% |
$95.3K - $133K
|
67K
$1.03M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.5K- 55.1% |
$93.4K - $130K
|
11K
$169K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.8K- 67.54% |
$74.4K - $104K
|
5.17K
$79.3K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.8K- 10.5% |
$54K - $75.3K
|
66.5K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-5.51K- 12.56% |
$38.1K - $53.1K
|
38.3K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.83K- 20.19% |
$33.4K - $46.6K
|
19.1K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 14.14% |
$12.4K - $17.3K
|
10.9K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 9.59% |
$12.1K - $16.9K
|
16.5K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 5.13% |
$11K - $15.3K
|
29.3K
$450K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 2.85% |
$8.8K - $12.3K
|
43.4K
$666K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 95.24% |
$6.92K - $9.65K
|
50
$768
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-636- 6.13% |
$4.4K - $6.14K
|
9.74K
$149K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-400- 54.05% |
$2.77K - $3.86K
|
340
$5.22K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-374- 39.58% |
$2.59K - $3.61K
|
571
$8.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 71.43% |
$2.08K - $2.9K
|
120
$1.84K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-234- 92.13% |
$1.62K - $2.26K
|
20
$307
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-140- 28.57% |
$969 - $1.35K
|
350
$5.37K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107Closed |
$740 - $1.03K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-69- 6.89% |
$477 - $666
|
933
$14.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
- |
-300K- 7.41% |
$1.99M - $3.1M
|
3.75M
$57.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-123K- 67.62% |
$816K - $1.27M
|
59K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-59.5K- 35.11% |
$394K - $614K
|
110K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-43K- 20.34% |
$285K - $444K
|
168K
$2.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30K- 42.86% |
$199K - $310K
|
40K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-25K- 45.45% |
$166K - $258K
|
30K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
CALL |
-18K- 78.26% |
$119K - $186K
|
5K
$76.8K
|
|