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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
70.9KNew |
$793K - $1.28M
|
70.9K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 14.32% |
$321K - $517K
|
229K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
10KNew |
$112K - $180K
|
10K
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.45K+ 11.43% |
$16.2K - $26.1K
|
14.1K
$152K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
80.3KNew |
$897K - $1.45M
|
80.3K
$868K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 8.99% |
$1.29K - $2.07K
|
1.39K
$15.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
26.2KNew |
$293K - $472K
|
26.2K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.6KNew |
$286K - $461K
|
25.6K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96.9KNew |
$1.08M - $1.75M
|
96.9K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.67K+ 109571.43% |
$85.8K - $138K
|
7.68K
$83.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.9K- 41.34% |
$144K - $232K
|
18.3K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
129K+ 308.76% |
$1.45M - $2.33M
|
171K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.34% |
$559 - $902
|
14.5K
$156K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
25New |
$280 - $451
|
25
$271
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 2.64% |
$335 - $541
|
1.17K
$12.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$169K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
42.2K+ 4.08% |
$472K - $761K
|
1.08M
$11.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 0.55% |
$335 - $541
|
5.46K
$59K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 19.36% |
$15.9K - $25.6K
|
8.75K
$94.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-90- 0.65% |
$1.01K - $1.62K
|
13.8K
$149K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-180- 37.04% |
$2.01K - $3.25K
|
306
$3.31K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 401.42% |
$12.7K - $20.4K
|
1.41K
$15.3K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-55.2K- 30.76% |
$421K - $932K
|
124K
$1.35M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9New |
$68.7 - $152
|
9
$97.4
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61+ 0.5% |
$465 - $1.03K
|
12.3K
$133K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
530New |
$4.04K - $8.95K
|
530
$5.73K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
28.4KNew |
$217K - $480K
|
28.4K
$308K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
17.9KNew |
$136K - $301K
|
17.9K
$193K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2KNew |
$85.5K - $189K
|
11.2K
$121K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
53.3KNew |
$407K - $900K
|
53.3K
$577K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.7KNew |
$486K - $1.08M
|
63.7K
$690K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$15.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15K- 37.5% |
$114K - $253K
|
25K
$271K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 15.44% |
$18.9K - $41.7K
|
13.5K
$147K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
164New |
$1.25K - $2.77K
|
164
$1.77K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51.9K- 68.94% |
$396K - $876K
|
23.4K
$253K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
160KNew |
$1.22M - $2.7M
|
160K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
200New |
$1.53K - $3.38K
|
200
$2.16K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
550New |
$4.2K - $9.28K
|
550
$5.95K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.72K+ 849.37% |
$66.6K - $147K
|
9.75K
$105K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11K- 2.94% |
$83.9K - $186K
|
363K
$3.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$80.1K - $177K
|
10.5K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56.8K- 1.37% |
$433K - $959K
|
4.08M
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
190KNew |
$1.45M - $3.21M
|
190K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
53.2KNew |
$406K - $898K
|
53.2K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
536+ 2.95% |
$4.09K - $9.05K
|
18.7K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 1.27% |
$26.6K - $58.9K
|
277K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13KNew |
$99.2K - $220K
|
13K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.15M+ 22.97% |
$8.78M - $19.4M
|
6.16M
$66.7M
|
|