Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
238New |
$1.82K - $4.02K
|
238
$2.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.6K+ 1.59% |
$35.1K - $77.6K
|
294K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
18.1KNew |
$138K - $305K
|
18.1K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-840- 75.0% |
$6.41K - $14.2K
|
280
$3.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
940KNew |
$7.17M - $15.9M
|
940K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
57.6K+ 24.66% |
$439K - $972K
|
291K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
367+ 6.82% |
$2.8K - $6.19K
|
5.75K
$63.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.88K- 7.66% |
$29.6K - $65.4K
|
46.7K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-278K- 68.65% |
$2.12M - $4.69M
|
127K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33.3KNew |
$254K - $562K
|
33.3K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 10.78% |
$763 - $1.69K
|
1.03K
$11.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 1.9% |
$2.76K - $6.11K
|
19.4K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 7.14% |
$3.82K - $8.44K
|
7.5K
$82.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 0.42% |
$2.29K - $5.06K
|
71.7K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$45.8 - $101
|
6
$65.9
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.06% |
$153 - $338
|
31.4K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
18.4KNew |
$141K - $311K
|
18.4K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 2.98% |
$2.48K - $5.49K
|
10.6K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 12.03% |
$5.28K - $11.7K
|
5.06K
$55.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
590+ 55.87% |
$4.5K - $9.96K
|
1.65K
$18.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.8K+ 20.44% |
$281K - $622K
|
217K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
240KNew |
$1.83M - $4.06M
|
240K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
200+ 1.43% |
$1.53K - $3.38K
|
14.2K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$763 - $1.69K
|
100
$1.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-221K- 90.68% |
$1.69M - $3.73M
|
22.7K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.39K- 6.66% |
$56.4K - $125K
|
104K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-18.2K- 18.36% |
$139K - $307K
|
80.8K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-141- 0.75% |
$1.08K - $2.38K
|
18.8K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-11.1K- 33.6% |
$84.7K - $187K
|
21.9K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.8KNew |
$90.1K - $199K
|
11.8K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-3.22M- 25.54% |
$24.6M - $54.4M
|
9.39M
$103M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.9K- 18.5% |
$114K - $252K
|
65.6K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
118K+ 47.86% |
$903K - $2M
|
365K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.53K+ 11.3% |
$34.6K - $76.5K
|
44.6K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 10.77% |
$85.6K - $189K
|
93K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
7KNew |
$53.4K - $118K
|
7K
$76.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
60KNew |
$458K - $1.01M
|
60K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44.9K- 53.14% |
$343K - $758K
|
39.6K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 15.63% |
$14.4K - $31.8K
|
10.2K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.9K+ 99.0% |
$75.5K - $167K
|
19.9K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 12.89% |
$2.97K - $6.57K
|
2.63K
$28.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
473+ 1.1% |
$3.61K - $7.98K
|
43.4K
$477K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$61 - $135
|
8
$87.8
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
60.8KNew |
$464K - $1.03M
|
60.8K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.35K- 5.87% |
$17.9K - $39.6K
|
37.6K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
74.8KNew |
$571K - $1.26M
|
74.8K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-40.2K- 28.87% |
$307K - $678K
|
99K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
CALL |
34.7KNew |
$265K - $586K
|
34.7K
$381K
|