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
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
1.36MNew |
$10.4M - $23M
|
1.36M
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
511K+ 327.85% |
$3.9M - $8.63M
|
667K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-89.3K- 23.77% |
$681K - $1.51M
|
286K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.38K- 23.68% |
$25.8K - $57.1K
|
10.9K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-282K- 35.18% |
$2.15M - $4.76M
|
520K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5KNew |
$126K - $279K
|
16.5K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.6K- 5.4% |
$126K - $280K
|
290K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-134- 0.95% |
$1.02K - $2.26K
|
13.9K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$35.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.51M+ 123.12% |
$11.5M - $25.5M
|
2.74M
$29.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.73M- 90.02% |
$51.3M - $114M
|
746K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
34.8KNew |
$265K - $587K
|
34.8K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
14KNew |
$107K - $236K
|
14K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10K+ 60.71% |
$76.3K - $169K
|
26.5K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.73MNew |
$51.4M - $114M
|
6.73M
$72.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.73K+ 44.17% |
$59K - $130K
|
25.2K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.7K- 3.55% |
$35.9K - $79.3K
|
128K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 33.33% |
$8.39K - $18.6K
|
4.4K
$47.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
13.1K+ 9.74% |
$99.9K - $221K
|
147K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 111.11% |
$229 - $506
|
57
$617
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 64.43% |
$106K - $235K
|
35.5K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.63K+ 28.2% |
$65.8K - $146K
|
39.2K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
70New |
$534 - $1.18K
|
70
$757
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
52.1KNew |
$397K - $879K
|
52.1K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-292- 4.95% |
$2.23K - $4.93K
|
5.61K
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
522KNew |
$3.99M - $8.82M
|
522K
$5.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-426K- 11.24% |
$3.25M - $7.19M
|
3.37M
$36.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
417KNew |
$3.18M - $7.04M
|
417K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6K- 35.16% |
$180K - $399K
|
43.6K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13K+ 965.52% |
$98.9K - $219K
|
14.3K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
685+ 1.14% |
$5.23K - $11.6K
|
60.5K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
43+ 72.88% |
$328 - $726
|
102
$1.1K
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
323K+ 24.82% |
$2.46M - $5.45M
|
1.62M
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.27K+ 6.04% |
$32.6K - $72K
|
75K
$811K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.7K+ 121.26% |
$158K - $350K
|
37.8K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
6.32MNew |
$48.3M - $107M
|
6.32M
$68.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.7K+ 52.5% |
$43.5K - $96.2K
|
16.5K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
21.1KNew |
$161K - $356K
|
21.1K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
902K+ 234.35% |
$6.88M - $15.2M
|
1.29M
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-43.3K- 59.32% |
$330K - $731K
|
29.7K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
316K+ 1.79% |
$2.41M - $5.33M
|
17.9M
$194M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.46K- 16.37% |
$11.1K - $24.6K
|
7.44K
$80.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.8KNew |
$113K - $250K
|
14.8K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
456K+ 282.0% |
$3.48M - $7.7M
|
618K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
28.3K+ 7151.26% |
$216K - $478K
|
28.7K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.93K- 44.34% |
$30K - $66.3K
|
4.93K
$53.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 2.69% |
$4.46K - $9.87K
|
22.3K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-300K- 37.5% |
$2.29M - $5.06M
|
500K
$5.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82M+ 34.21% |
$13.9M - $30.8M
|
7.16M
$77.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
2.59MNew |
$19.8M - $43.7M
|
2.59M
$28M
|