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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
71.5KNew |
$799K - $1.29M
|
71.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
604K+ 411.95% |
$6.75M - $10.9M
|
750K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
236K+ 270.05% |
$2.64M - $4.26M
|
324K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
48K+ 3.07% |
$537K - $865K
|
1.61M
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
47.2KNew |
$528K - $851K
|
47.2K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 9.27% |
$14.7K - $23.7K
|
15.5K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
33.2KNew |
$371K - $598K
|
33.2K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.59KNew |
$17.7K - $28.6K
|
1.59K
$44.2K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
36.6K+ 70.31% |
$409K - $660K
|
88.6K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$6.68K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$118K - $190K
|
10.5K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27.2KNew |
$304K - $490K
|
27.2K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$458 - $739
|
41
$1.14K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 2.0% |
$11.2 - $18
|
51
$1.42K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
246KNew |
$2.75M - $4.44M
|
246K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$68.1K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173K- 58.3% |
$1.93M - $3.11M
|
124K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
21.9KNew |
$245K - $395K
|
21.9K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-621K- 100.0% |
$6.94M - $11.2M
|
10
$278
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17.3KNew |
$194K - $313K
|
17.3K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
106K+ 13.89% |
$1.19M - $1.92M
|
872K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
22.1KNew |
$247K - $399K
|
22.1K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
835KNew |
$9.34M - $15.1M
|
835K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 9.09% |
$11.2K - $18K
|
10K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30+ 0.88% |
$335 - $541
|
3.44K
$95.7K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
141K+ 42.14% |
$1.57M - $2.53M
|
474K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$280 - $451
|
25
$696
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
12.7KNew |
$142K - $228K
|
12.7K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
42.1KNew |
$471K - $760K
|
42.1K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.7KNew |
$19K - $30.7K
|
1.7K
$47.3K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$20.6K - $33.2K
|
1.84K
$51.2K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9KNew |
$43.6K - $70.3K
|
3.9K
$108K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 1.83% |
$1.17K - $1.89K
|
5.85K
$163K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.7KNew |
$130K - $210K
|
11.7K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
72.5KNew |
$811K - $1.31M
|
72.5K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-100- 73.53% |
$1.12K - $1.8K
|
36
$1K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
3.3KNew |
$36.9K - $59.5K
|
3.3K
$91.8K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-500- 45.87% |
$5.59K - $9.02K
|
590
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.97K+ 19.61% |
$22K - $35.5K
|
12K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
92.6KNew |
$1.03M - $1.67M
|
92.6K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-26.1K- 51.02% |
$292K - $471K
|
25.1K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.4KNew |
$15.7K - $25.2K
|
1.4K
$38.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-54- 91.53% |
$604 - $974
|
5
$139
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
200+ 1.9% |
$2.24K - $3.61K
|
10.7K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2K+ 133.33% |
$22.4K - $36.1K
|
3.5K
$97.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$119K - $191K
|
10.6K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$2.92K - $4.71K
|
261
$7.26K
|
|