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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-573- 1.26% |
$4.37K - $9.67K
|
44.9K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.48K+ 15.22% |
$41.8K - $92.4K
|
41.4K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.65K- 35.22% |
$35.5K - $78.5K
|
8.56K
$92.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.4KNew |
$79.3K - $176K
|
10.4K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.25K+ 37.07% |
$47.6K - $105K
|
23.1K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 8.37% |
$717 - $1.59K
|
1.22K
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.3K+ 37.35% |
$162K - $359K
|
78.3K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.45M- 71.13% |
$11.1M - $24.4M
|
588K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 13.33% |
$1.53K - $3.38K
|
1.3K
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$35.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-173- 0.49% |
$1.32K - $2.92K
|
35K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
620K+ 134.06% |
$4.73M - $10.5M
|
1.08M
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.59K+ 1.77% |
$27.4K - $60.6K
|
207K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-163K- 17.56% |
$1.24M - $2.75M
|
765K
$8.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25K- 26.04% |
$191K - $422K
|
71K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
917New |
$7K - $15.5K
|
917
$9.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
181+ 0.74% |
$1.38K - $3.06K
|
24.7K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
180+ 1.5% |
$1.37K - $3.04K
|
12.2K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-352- 9.68% |
$2.69K - $5.94K
|
3.29K
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.63M- 74.0% |
$12.5M - $27.6M
|
575K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
94.1KNew |
$718K - $1.59M
|
94.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.7KNew |
$180K - $399K
|
23.7K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$98.3K - $218K
|
12.9K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
19.5K+ 54.1% |
$149K - $329K
|
55.5K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
58New |
$443 - $979
|
58
$628
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1- -0.0% |
$7.63 - $16.9
|
576K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
477+ 1.87% |
$3.64K - $8.05K
|
25.9K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.23K- 1.38% |
$24.6K - $54.5K
|
231K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
835K+ 3655.81% |
$6.37M - $14.1M
|
858K
$9.28M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75.1K- 31.41% |
$573K - $1.27M
|
164K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-185K- 34.02% |
$1.41M - $3.11M
|
358K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-39.5K- 3.16% |
$301K - $667K
|
1.21M
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-563K- 40.64% |
$4.3M - $9.51M
|
823K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.8M- 51.12% |
$21.4M - $47.3M
|
2.68M
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$157K - $348K
|
20.6K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
57K+ 452.38% |
$435K - $962K
|
69.6K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
331KNew |
$2.52M - $5.58M
|
331K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.29M+ 583.55% |
$17.5M - $38.7M
|
2.69M
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-282K- 18.92% |
$2.15M - $4.76M
|
1.21M
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2K+ 132.99% |
$85.5K - $189K
|
19.6K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.97K- 0.41% |
$15.1K - $33.3K
|
477K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 8.88% |
$332K - $734K
|
446K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.6K- 33.6% |
$241K - $534K
|
62.5K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.29M- 98.74% |
$63.2M - $140M
|
106K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.4K+ 6401.37% |
$179K - $395K
|
23.8K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.68K- 10.81% |
$12.8K - $28.3K
|
13.8K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
240+ 2000.0% |
$1.83K - $4.05K
|
252
$2.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.5KNew |
$57.2K - $127K
|
7.5K
$81.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
118KNew |
$901K - $1.99M
|
118K
$1.28M
|