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 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
37.4K+ 30.64% |
$660K - $1.12M
|
160K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-133K- 43.63% |
$2.34M - $3.95M
|
171K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.6KNew |
$346K - $585K
|
19.6K
$546K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-75- 0.55% |
$1.32K - $2.24K
|
13.5K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.3K- 56.08% |
$376K - $636K
|
16.7K
$465K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$193K - $326K
|
10.9K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 41.71% |
$67.2K - $114K
|
5.33K
$148K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
446+ 4.22% |
$7.87K - $13.3K
|
11K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
CALL |
800New |
$14.1K - $23.8K
|
800
$22.3K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$188K - $318K
|
10.7K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-92.7K- 20.36% |
$1.64M - $2.76M
|
363K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
203+ 1.17% |
$3.58K - $6.05K
|
17.5K
$487K
|
|
|
Oct 21, 2025
Q3 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
SELL
|
- |
-1.5K- 0.98% |
$26.5K - $44.7K
|
152K
$4.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.75K- 10.38% |
$48.5K - $81.9K
|
23.7K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1K+ 840.34% |
$17.6K - $29.8K
|
1.12K
$31.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11KNew |
$194K - $328K
|
11K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.66K- 21.31% |
$64.5K - $109K
|
13.5K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
17KNew |
$300K - $507K
|
17K
$473K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
265+ 1394.74% |
$4.67K - $7.9K
|
284
$7.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.06K+ 6.06% |
$18.6K - $31.4K
|
18.5K
$513K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$194 - $328
|
11
$306
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32.1K- 30.94% |
$567K - $957K
|
71.7K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
132KNew |
$2.33M - $3.93M
|
132K
$3.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
39.5KNew |
$697K - $1.18M
|
39.5K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-22.7K- 16.35% |
$401K - $678K
|
116K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21.3KNew |
$376K - $635K
|
21.3K
$593K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
254KNew |
$4.48M - $7.58M
|
254K
$7.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.5KNew |
$185K - $312K
|
10.5K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-50- 0.23% |
$882 - $1.49K
|
21.7K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43.4K+ 188.88% |
$766K - $1.29M
|
66.4K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.32K+ 1.49% |
$23.2K - $39.3K
|
89.8K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
39+ 3.36% |
$688 - $1.16K
|
1.2K
$33.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.9KNew |
$157K - $265K
|
8.9K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.82KNew |
$138K - $233K
|
7.82K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.66K+ 2.95% |
$47K - $79.4K
|
93.1K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
34New |
$600 - $1.01K
|
34
$946
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.17KNew |
$20.6K - $34.8K
|
1.17K
$32.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
BUY
|
- |
42.7KNew |
$754K - $1.27M
|
42.7K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 6.41% |
$44.4K - $75.1K
|
36.8K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.95K- 33.38% |
$123K - $207K
|
13.9K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 0.11% |
$582 - $984
|
31.4K
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38.6KNew |
$682K - $1.15M
|
38.6K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 10.48% |
$1.38K - $2.33K
|
666
$18.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 12.99% |
$353 - $596
|
134
$3.73K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-694- 7.44% |
$12.2K - $20.7K
|
8.63K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
57K+ 385.33% |
$1M - $1.7M
|
71.8K
$2M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-248- 99.2% |
$4.37K - $7.39K
|
2
$55.6
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-70.7K- 48.03% |
$1.25M - $2.11M
|
76.5K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
15.6K+ 7.3% |
$274K - $464K
|
229K
$6.36M
|
|