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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
90.4KNew |
$571K - $713K
|
90.4K
$2.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$195
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
500New |
$3.16K - $3.95K
|
500
$13.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
10.3KNew |
$65.1K - $81.2K
|
10.3K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.7KNew |
$67.5K - $84.3K
|
10.7K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$8.35K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-64.4K- 50.0% |
$407K - $508K
|
64.4K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.8KNew |
$99.8K - $125K
|
15.8K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24New |
$152 - $189
|
24
$668
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.5KNew |
$9.48K - $11.8K
|
1.5K
$41.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 1.03% |
$316 - $395
|
4.89K
$136K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15KNew |
$94.8K - $118K
|
15K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
762+ 1.63% |
$4.82K - $6.01K
|
47.5K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$1.58K - $1.97K
|
250
$6.96K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$56.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
23KNew |
$146K - $182K
|
23K
$641K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$16.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
55+ 110.0% |
$348 - $434
|
105
$2.92K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$5.06K - $6.31K
|
800
$22.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$11.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$6.76K - $8.44K
|
1.07K
$29.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$632 - $789
|
100
$2.78K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$27.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
82+ 630.77% |
$518 - $647
|
95
$2.64K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
PUT |
10KNew |
$63.2K - $78.9K
|
10K
$278K
|
|
| Q1 2024 | |||||||
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2KNew |
$13.8K - $19.3K
|
2K
$55.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$13.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-234- 92.13% |
$1.62K - $2.26K
|
20
$556
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$698K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14.8KNew |
$102K - $143K
|
14.8K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Hst Ventures, LLC
|
BUY
|
- |
138KNew |
$954K - $1.33M
|
138K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
113KNew |
$779K - $1.09M
|
113K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
423KNew |
$2.93M - $4.08M
|
423K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
2.27MNew |
$15.7M - $21.9M
|
2.27M
$63.1M
|
|
|
May 15, 2024
Q1 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
PUT |
7.25M+ 263.64% |
$50.2M - $70M
|
10M
$278M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
49.1KNew |
$340K - $473K
|
49.1K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
500KNew |
$3.46M - $4.83M
|
500K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 5.13% |
$11K - $15.3K
|
29.3K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.32MNew |
$16.1M - $22.4M
|
2.32M
$64.7M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$138K - $193K
|
20K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
80KNew |
$554K - $772K
|
80K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.46K - $4.83K
|
500
$13.9K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.83K- 20.19% |
$33.4K - $46.6K
|
19.1K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 15.63% |
$34.6K - $48.3K
|
37K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$69.2K - $96.5K
|
10K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$74K - $103K
|
10.7K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.9K+ 48.8% |
$567K - $791K
|
250K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362K+ 311.9% |
$2.51M - $3.49M
|
478K
$13.3M
|
|