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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-75- 0.57% |
$1.07K - $1.75K
|
13K
$184K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
CALL |
-15.4K- 32.42% |
$220K - $359K
|
32.1K
$454K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1K- 92.59% |
$14.3K - $23.3K
|
80
$1.13K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-1KClosed |
$14.3K - $23.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
80.4K+ 77.69% |
$1.15M - $1.87M
|
184K
$2.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100New |
$1.43K - $2.33K
|
100
$1.42K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.2KNew |
$278K - $369K
|
20.2K
$286K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-4.23KClosed |
$58.2K - $77.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-397KClosed |
$5.46M - $7.25M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Institutional Venture Management Xiv, LLC
Menlo Park, CA |
SELL
|
- |
-4.33MClosed |
$59.5M - $79M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Islet Management, LP
New York, NY |
SELL
|
- |
-100KClosed |
$1.38M - $1.83M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-390KClosed |
$5.36M - $7.12M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.39KClosed |
$32.9K - $43.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-101KClosed |
$1.39M - $1.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
BUY
|
- |
70.9KNew |
$976K - $1.29M
|
70.9K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-28.9MClosed |
$397M - $527M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-1.3MClosed |
$17.9M - $23.7M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Atreides Management, LP
Boston, MA |
SELL
|
- |
-2.5MClosed |
$34.4M - $45.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-2.5MClosed |
$34.4M - $45.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5MClosed |
$34.4M - $45.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.44MClosed |
$19.8M - $26.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-3.83MClosed |
$52.7M - $70M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-550KClosed |
$7.56M - $10M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-190KClosed |
$2.61M - $3.47M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rubric Capital Management LP
New York, NY |
SELL
|
PUT |
-193KClosed |
$2.65M - $3.51M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Symmetry Investments LP
|
SELL
|
- |
-40KClosed |
$550K - $730K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.08KClosed |
$14.9K - $19.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-300Closed |
$4.13K - $5.48K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-3.5MClosed |
$48.1M - $63.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 40.0% |
$2.75K - $3.65K
|
300
$4.25K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-11.1KClosed |
$152K - $202K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-18.4KClosed |
$253K - $336K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Liberty Street Advisors, Inc.
|
SELL
|
- |
-742KClosed |
$10.2M - $13.5M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75Closed |
$1.03K - $1.37K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
9.14KNew |
$126K - $167K
|
9.14K
$129K
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
721KNew |
$9.91M - $13.1M
|
721K
$10.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-10KClosed |
$138K - $183K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-171KClosed |
$2.35M - $3.11M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
18.5KNew |
$254K - $337K
|
18.5K
$262K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
CALL |
-9.5KClosed |
$131K - $173K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
15.6KNew |
$215K - $285K
|
15.6K
$221K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
250New |
$3.44K - $4.56K
|
250
$3.54K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
74.9KNew |
$1.03M - $1.37M
|
74.9K
$1.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-150Closed |
$2.06K - $2.74K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
700New |
$10.2K - $16.7K
|
700
$9.91K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.5K- 88.45% |
$313K - $512K
|
2.8K
$39.6K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$1.46K - $2.39K
|
100
$1.42K
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.8KNew |
$289K - $473K
|
19.8K
$280K
|
|
|
Aug 13, 2021
Q2 2021
|
Accel Growth Fund V Associates L.L.C.
Palo Alto, CA |
BUY
|
- |
4.1MNew |
$60M - $98.1M
|
4.1M
$58.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$438 - $717
|
30
$425
|
|