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 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
CALL |
51KNew |
$243K - $497K
|
51K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$1.43K - $2.92K
|
300
$8.35K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.5KNew |
$183K - $375K
|
38.5K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$286 - $584
|
60
$1.67K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
127New |
$605 - $1.24K
|
127
$3.53K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$47.6K - $97.4K
|
10K
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
800New |
$3.81K - $7.79K
|
800
$22.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
240KNew |
$1.14M - $2.34M
|
240K
$6.68M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.8K- 17.83% |
$13.3K - $27.3K
|
12.9K
$359K
|
|
| Q1 2023 | |||||||
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-300- 75.0% |
$1.35K - $2.32K
|
100
$2.78K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
293K+ 200.72% |
$1.32M - $2.26M
|
439K
$12.2M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.11K+ 4.91% |
$9.5K - $16.3K
|
45.1K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.9K+ 16.57% |
$13.1K - $22.4K
|
20.4K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-197K- 4.02% |
$888K - $1.52M
|
4.71M
$131M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.9KNew |
$8.55K - $14.7K
|
1.9K
$52.9K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
50KNew |
$225K - $386K
|
50K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$45.5K - $78.1K
|
10.1K
$282K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.15K+ 22.24% |
$14.2K - $24.3K
|
17.3K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-257K- 71.0% |
$1.16M - $1.98M
|
105K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-807K- 89.79% |
$3.63M - $6.23M
|
91.8K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$900K - $1.54M
|
200K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-7.23K- 40.14% |
$32.5K - $55.8K
|
10.8K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
150KNew |
$675K - $1.16M
|
150K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$990K - $1.7M
|
220K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
60KNew |
$270K - $463K
|
60K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$9K - $15.4K
|
2K
$55.6K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.1KNew |
$90.4K - $155K
|
20.1K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
60.7KNew |
$273K - $469K
|
60.7K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.74K+ 91166.67% |
$12.3K - $21.1K
|
2.74K
$76.2K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.3K+ 20.0% |
$5.85K - $10K
|
7.8K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Fore Capital, LLC
|
BUY
|
PUT |
200KNew |
$900K - $1.54M
|
200K
$5.56M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.12K- 18.78% |
$32K - $55K
|
30.8K
$857K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12KNew |
$54K - $92.6K
|
12K
$334K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$45K - $77.2K
|
10K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
14.4KNew |
$64.8K - $111K
|
14.4K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
217+ 2.15% |
$977 - $1.68K
|
10.3K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
10.1KNew |
$45.5K - $78K
|
10.1K
$281K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
200New |
$900 - $1.54K
|
200
$5.56K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
30KNew |
$135K - $232K
|
30K
$835K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
231+ 43.92% |
$1.04K - $1.78K
|
757
$21.1K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-70- 35.0% |
$315 - $540
|
130
$3.62K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 96.15% |
$450 - $772
|
4
$111
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
50KNew |
$225K - $386K
|
50K
$1.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$48.2K - $82.6K
|
10.7K
$298K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-795- 4.88% |
$3.58K - $6.14K
|
15.5K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$7.2K - $12.4K
|
1.6K
$44.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$900 - $1.54K
|
200
$5.56K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$45.9K - $78.7K
|
10.2K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$221 - $378
|
49
$1.36K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1KNew |
$4.5K - $7.72K
|
1K
$27.8K
|
|