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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-133K- 30.67% |
$2.34M - $3.95M
|
300K
$8.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27.3K+ 212.2% |
$481K - $813K
|
40.1K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
188KNew |
$3.31M - $5.6M
|
188K
$5.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
260New |
$4.59K - $7.75K
|
260
$7.23K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
22.7K+ 60.8% |
$401K - $677K
|
60.1K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
70.6K+ 104.53% |
$1.25M - $2.1M
|
138K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-726K- 14.88% |
$12.8M - $21.7M
|
4.15M
$116M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.97KNew |
$141K - $238K
|
7.97K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
182K+ 130.66% |
$3.21M - $5.43M
|
321K
$8.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.33K+ 25.42% |
$129K - $219K
|
36.2K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-49K- 77.99% |
$865K - $1.46M
|
13.8K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.77K- 30.66% |
$102K - $172K
|
13K
$363K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
180KNew |
$3.17M - $5.35M
|
180K
$5M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
35New |
$617 - $1.04K
|
35
$974
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
12.3KNew |
$216K - $365K
|
12.3K
$341K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 27.26% |
$408K - $690K
|
61.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
35.5K+ 9.96% |
$627K - $1.06M
|
392K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.5M+ 987.85% |
$750M - $1.27B
|
46.8M
$1.3B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.95K- 8.8% |
$34.4K - $58.1K
|
20.2K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.5K+ 744.05% |
$44.1K - $74.5K
|
2.84K
$78.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.81M+ 6.8% |
$120M - $203M
|
107M
$2.98B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.28KNew |
$146K - $247K
|
8.28K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
1.73KNew |
$30.6K - $51.7K
|
1.73K
$48.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
231K+ 3514.0% |
$4.07M - $6.88M
|
237K
$6.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.4KNew |
$166K - $280K
|
9.4K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-67.9K- 46.76% |
$1.2M - $2.02M
|
77.3K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 1.62% |
$353 - $596
|
1.26K
$34.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
63.4K+ 94.1% |
$1.12M - $1.89M
|
131K
$3.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.12K+ 14.5% |
$37.3K - $63K
|
16.7K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$196K - $331K
|
11.1K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.13% |
$62.7K - $106K
|
89.7K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11.8K- 37.7% |
$208K - $352K
|
19.5K
$542K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
225New |
$3.97K - $6.71K
|
225
$6.26K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 3.52% |
$56K - $94.6K
|
93.3K
$2.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.63K+ 5.44% |
$135K - $227K
|
148K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.73K- 5.04% |
$48.2K - $81.4K
|
51.4K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
4.94K+ 17.51% |
$87.1K - $147K
|
33.1K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-246- 20.45% |
$4.34K - $7.33K
|
957
$26.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.25KNew |
$146K - $246K
|
8.25K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-62K- 21.34% |
$1.09M - $1.85M
|
228K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.2K+ 177.94% |
$586K - $991K
|
51.9K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
222K+ 21.75% |
$3.92M - $6.63M
|
1.24M
$34.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
250+ 166.67% |
$4.41K - $7.45K
|
400
$11.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 23.66% |
$84.7K - $143K
|
15.5K
$431K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95.7K+ 103.01% |
$1.69M - $2.85M
|
189K
$5.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.42K+ 65.67% |
$131K - $221K
|
18.7K
$521K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
935New |
$16.5K - $27.9K
|
935
$26K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
7.5KNew |
$132K - $224K
|
7.5K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
427+ 50.47% |
$7.53K - $12.7K
|
1.27K
$35.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.4KNew |
$220K - $371K
|
12.4K
$346K
|
|