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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$16.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.98KNew |
$37.8K - $72.4K
|
3.98K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.55% |
$3.8K - $7.28K
|
15.3K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.2KNew |
$201K - $386K
|
21.2K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
263New |
$2.5K - $4.79K
|
263
$7.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 6.4% |
$1.05K - $2K
|
1.61K
$44.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.8KNew |
$274K - $524K
|
28.8K
$801K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 681.25% |
$1.04K - $1.98K
|
125
$3.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$8.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
3K+ 150.0% |
$28.5K - $54.6K
|
5K
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16.1K- 36.04% |
$153K - $294K
|
28.6K
$796K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
PUT |
200New |
$1.9K - $3.64K
|
200
$5.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
CALL |
3.89MNew |
$37M - $70.9M
|
3.89M
$108M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-95- 28.11% |
$903 - $1.73K
|
243
$6.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.06% |
$15.2K - $29.2K
|
12.9K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-34.8K- 29.77% |
$331K - $634K
|
82.1K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$5.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.06% |
$1.9K - $3.64K
|
18.7K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
25New |
$238 - $455
|
25
$696
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.3K+ 27.73% |
$212K - $406K
|
103K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
4.2KNew |
$39.9K - $76.5K
|
4.2K
$117K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 4.04% |
$371 - $710
|
1.01K
$28K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$65.5K - $126K
|
6.89K
$192K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
600New |
$5.7K - $10.9K
|
600
$16.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48+ 71.64% |
$456 - $874
|
115
$3.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-25K- 29.73% |
$237K - $455K
|
59.1K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20New |
$190 - $364
|
20
$556
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44KNew |
$32.7K - $62.7K
|
3.44K
$95.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$219 - $419
|
23
$640
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
1+ 5.0% |
$9.5 - $18.2
|
21
$584
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5KNew |
$109K - $209K
|
11.5K
$320K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$5.56K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
80+ 2.47% |
$760 - $1.46K
|
3.32K
$92.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
729New |
$6.93K - $13.3K
|
729
$20.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$91.8K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.1KNew |
$144K - $275K
|
15.1K
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$950 - $1.82K
|
100
$2.78K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
100+ 0.75% |
$950 - $1.82K
|
13.4K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$6.96K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$60.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47+ 235.0% |
$447 - $856
|
67
$1.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-80- 0.73% |
$760 - $1.46K
|
10.9K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
336+ 0.99% |
$3.19K - $6.12K
|
34.4K
$957K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.16MNew |
$11M - $21.1M
|
1.16M
$32.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
42New |
$399 - $765
|
42
$1.17K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
88.2KNew |
$838K - $1.61M
|
88.2K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259+ 25900.0% |
$2.46K - $4.72K
|
260
$7.23K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10+ 40.0% |
$95 - $182
|
35
$974
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 72.73% |
$3.8K - $7.28K
|
150
$4.17K
|
|