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 |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 96.15% |
$450 - $772
|
4
$94.6
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-70- 35.0% |
$315 - $540
|
130
$3.07K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-224K- 23.54% |
$962K - $1.33M
|
726K
$17.2M
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-136K- 84.17% |
$586K - $811K
|
25.6K
$606K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123K- 86.47% |
$529K - $732K
|
19.3K
$455K
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-73.7K- 87.63% |
$317K - $438K
|
10.4K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-57K- 7.06% |
$245K - $339K
|
750K
$17.7M
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.74KClosed |
$29K - $40.1K
|
0
$0
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-5.73K- 32.0% |
$24.6K - $34.1K
|
12.2K
$288K
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
PUT |
-2.5KClosed |
$10.8K - $14.9K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$9.52K - $13.2K
|
32.8K
$776K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 50.0% |
$2.15K - $2.98K
|
500
$11.8K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-420- 59.57% |
$1.81K - $2.5K
|
285
$6.74K
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.63% |
$430 - $595
|
15.8K
$374K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.26M- 43.11% |
$30.3M - $51.5M
|
8.27M
$196M
|
|
Oct 27, 2022
Q3 2022
|
Dcm International Vi, Ltd.
|
SELL
|
- |
-1.67M- 16.67% |
$8.1M - $13.8M
|
8.36M
$198M
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45.7KClosed |
$221K - $376K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-38K- 20.42% |
$184K - $313K
|
148K
$3.5M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 50.0% |
$79.4K - $135K
|
16.4K
$388K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 18.2% |
$12.2K - $20.7K
|
11.3K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.01K- 6.81% |
$4.88K - $8.3K
|
13.8K
$326K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-650- 1.61% |
$3.15K - $5.35K
|
39.8K
$941K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-350- 2.34% |
$1.69K - $2.88K
|
14.6K
$345K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.56MClosed |
$13.4M - $25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.95MClosed |
$10.3M - $19.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.08MClosed |
$5.68M - $10.6M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-695KClosed |
$3.65M - $6.79M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-608KClosed |
$3.19M - $5.94M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-563KClosed |
$2.96M - $5.5M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-277KClosed |
$1.45M - $2.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-244KClosed |
$1.28M - $2.39M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-230KClosed |
$1.21M - $2.24M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-219KClosed |
$1.15M - $2.14M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-214KClosed |
$1.12M - $2.09M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-130KClosed |
$684K - $1.27M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-110KClosed |
$578K - $1.07M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-91.8KClosed |
$482K - $897K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-81KClosed |
$425K - $791K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-77.8KClosed |
$408K - $760K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-76.1KClosed |
$400K - $744K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-74.1KClosed |
$389K - $724K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-60KClosed |
$315K - $586K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-57.9KClosed |
$304K - $565K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-57.5KClosed |
$302K - $562K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-47KClosed |
$247K - $459K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-46.3KClosed |
$243K - $452K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46.1KClosed |
$242K - $450K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-45KClosed |
$236K - $440K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-39.9KClosed |
$210K - $390K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-38.2KClosed |
$201K - $373K
|
0
$0
|