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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-60.4K- 11.59% |
$1.06M - $1.8M
|
460K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.96M+ 87.11% |
$52.2M - $88.3M
|
6.36M
$177M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$4.41K - $7.45K
|
250
$6.96K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.57K- 53.04% |
$45.4K - $76.7K
|
2.28K
$63.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.9K+ 25.04% |
$739K - $1.25M
|
209K
$5.82M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250+ 3571.43% |
$4.41K - $7.45K
|
257
$7.15K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
14.4KNew |
$254K - $430K
|
14.4K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
300New |
$5.29K - $8.94K
|
300
$8.35K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
871New |
$15.4K - $26K
|
871
$24.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.98K- 78.72% |
$70.2K - $119K
|
1.08K
$29.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-963- 37.59% |
$17K - $28.7K
|
1.6K
$44.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-19.1K- 12.17% |
$336K - $568K
|
138K
$3.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
681New |
$12K - $20.3K
|
681
$18.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.51K+ 23.87% |
$132K - $224K
|
39K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-27.9K- 47.86% |
$492K - $832K
|
30.4K
$846K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-1K- 1.91% |
$17.6K - $29.8K
|
51.3K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
522KNew |
$9.2M - $15.6M
|
522K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-4.73K- 7.48% |
$83.5K - $141K
|
58.6K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.72K- 1.28% |
$30.3K - $51.2K
|
133K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
98+ 23.44% |
$1.73K - $2.92K
|
516
$14.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
8.45KNew |
$149K - $252K
|
8.45K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
63+ 0.52% |
$1.11K - $1.88K
|
12.2K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$190K - $320K
|
10.8K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
105+ 7.92% |
$1.85K - $3.13K
|
1.43K
$39.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-139- 0.32% |
$2.45K - $4.14K
|
43.6K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
120New |
$2.12K - $3.58K
|
120
$3.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.33K+ 6.36% |
$23.5K - $39.6K
|
22.3K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-200- 1.88% |
$3.53K - $5.96K
|
10.5K
$291K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.6K+ 52.6% |
$223K - $377K
|
36.7K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-733- 71.1% |
$12.9K - $21.9K
|
298
$8.29K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08K+ 44.13% |
$143K - $241K
|
26.4K
$734K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.71KNew |
$47.8K - $80.8K
|
2.71K
$75.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
206K+ 94.96% |
$3.63M - $6.13M
|
422K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-600- 2.04% |
$10.6K - $17.9K
|
28.9K
$803K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.87KNew |
$157K - $265K
|
8.87K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.78K- 12.75% |
$31.4K - $53K
|
12.2K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9KNew |
$159K - $268K
|
9K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.06K+ 13.78% |
$53.9K - $91.1K
|
25.2K
$702K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.32KNew |
$147K - $248K
|
8.32K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
83KNew |
$1.46M - $2.47M
|
83K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.13K+ 3.62% |
$90.4K - $153K
|
147K
$4.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
4.24KNew |
$74.8K - $126K
|
4.24K
$118K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.74KNew |
$137K - $231K
|
7.74K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10KNew |
$176K - $298K
|
10K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
415K+ 5549.92% |
$7.32M - $12.4M
|
422K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.3K- 11.86% |
$1.13M - $1.92M
|
478K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.56K+ 1046.56% |
$80.5K - $136K
|
5K
$139K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-33.6K- 43.57% |
$592K - $1M
|
43.5K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
100K+ 61.82% |
$1.77M - $2.99M
|
263K
$7.31M
|
|