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 13, 2022
Q1 2022
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-350KClosed |
$2.78M - $5.49M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.5KClosed |
$43.6K - $86.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-30.5KClosed |
$242K - $479K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-42.9KClosed |
$340K - $672K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-6.93MClosed |
$55M - $109M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.52KClosed |
$12.1K - $23.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20.9KClosed |
$165K - $327K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-300KClosed |
$2.38M - $4.7M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-200Closed |
$1.59K - $3.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$89.9K - $178K
|
11.3K
$125K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
PUT |
-289KClosed |
$2.29M - $4.53M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
SELL
|
- |
-206KClosed |
$1.63M - $3.22M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
16.6K+ 80.28% |
$132K - $260K
|
37.3K
$409K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-1.71K- 7.95% |
$13.6K - $26.9K
|
19.8K
$218K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-620Closed |
$4.92K - $9.72K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$16K - $31.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
CALL |
-20- 50.0% |
$159 - $314
|
20
$220
|
|
|
May 09, 2022
Q1 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-120KClosed |
$952K - $1.88M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
17.6KNew |
$140K - $276K
|
17.6K
$193K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2Closed |
$15.9 - $31.4
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$397 - $784
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$397 - $784
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-12.9KClosed |
$102K - $202K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
35KNew |
$278K - $549K
|
35K
$384K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-14.7KClosed |
$116K - $230K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-57.8K- 73.36% |
$458K - $906K
|
21K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
605New |
$4.8K - $9.49K
|
605
$6.64K
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-18.4KClosed |
$146K - $289K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-20KClosed |
$159K - $314K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$5.49K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.5KClosed |
$178K - $353K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$103K - $204K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100Closed |
$793 - $1.57K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-30- 55.56% |
$238 - $470
|
24
$264
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 1.67% |
$79.3 - $157
|
590
$6.48K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-17.6KClosed |
$140K - $276K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11.5KClosed |
$91.2K - $180K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10Closed |
$79.3 - $157
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
CALL |
200New |
$1.59K - $3.14K
|
200
$2.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$5.49K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$19.2K - $37.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
17.5KNew |
$138K - $274K
|
17.5K
$192K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-29.6KClosed |
$235K - $464K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.24KClosed |
$33.6K - $66.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 28.57% |
$285 - $466
|
90
$988
|
|
|
Feb 15, 2022
Q4 2021
|
Serengeti Asset Management LP
|
SELL
|
- |
-350KClosed |
$4.99M - $8.15M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10KClosed |
$143K - $234K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-77.1KClosed |
$1.1M - $1.8M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-136KClosed |
$1.95M - $3.18M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.54KClosed |
$22K - $35.9K
|
0
$0
|
|