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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
440+ 45.6% |
$2.78K - $3.6K
|
1.41K
$19.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 57.27% |
$131K - $170K
|
57K
$807K
|
|
|
Nov 04, 2024
Q3 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
75K+ 119.05% |
$474K - $614K
|
138K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
12.6KNew |
$79.8K - $103K
|
12.6K
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.41KNew |
$21.6K - $27.9K
|
3.41K
$48.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
125K+ 98.23% |
$787K - $1.02M
|
251K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 1.26% |
$88.5 - $115
|
1.12K
$15.9K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
13New |
$82.2 - $106
|
13
$184
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16.9K- 10.67% |
$107K - $138K
|
141K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.98K+ 58.02% |
$12.5K - $16.2K
|
5.38K
$76.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.1K- 23.36% |
$82.7K - $107K
|
42.9K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$228 - $295
|
36
$509
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.66K- 84.14% |
$10.5K - $13.6K
|
313
$4.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-12.4K- 53.7% |
$78.1K - $101K
|
10.7K
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 82.41% |
$63.3K - $82K
|
22.2K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5K+ 5.69% |
$31.6K - $41K
|
92.8K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.55K- 8.26% |
$9.78K - $12.7K
|
17.2K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
89+ 0.27% |
$562 - $729
|
33.6K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.92M- 13.23% |
$12.2M - $15.8M
|
12.6M
$178M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.63K- 10.97% |
$54.6K - $70.7K
|
70.1K
$992K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-575- 7.26% |
$3.63K - $4.71K
|
7.35K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 1.58% |
$43.4K - $56.2K
|
442K
$6.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
190+ 1.77% |
$1.2K - $1.56K
|
10.9K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11.9KNew |
$75K - $97.2K
|
11.9K
$168K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 0.25% |
$316 - $410
|
20.1K
$284K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.51K- 2.58% |
$9.56K - $12.4K
|
57K
$807K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
210New |
$1.33K - $1.72K
|
210
$2.97K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 16.54% |
$93.5K - $121K
|
104K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.19KNew |
$7.55K - $9.78K
|
1.19K
$16.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
24KNew |
$152K - $197K
|
24K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 100.0% |
$63.2 - $81.9
|
20
$283
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
150KNew |
$948K - $1.23M
|
150K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
CALL |
191KNew |
$1.21M - $1.56M
|
191K
$2.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
109New |
$689 - $893
|
109
$1.54K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
52.3KNew |
$331K - $428K
|
52.3K
$740K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254+ 0.71% |
$1.61K - $2.08K
|
36K
$509K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-59.9K- 23.73% |
$379K - $491K
|
193K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28K+ 26.1% |
$177K - $229K
|
135K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
199K+ 348.49% |
$1.26M - $1.63M
|
256K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 5.15% |
$84.7K - $110K
|
274K
$3.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.85K- 15.26% |
$11.7K - $15.1K
|
10.3K
$145K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 11.35% |
$7.75K - $10K
|
12K
$170K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 3.67% |
$7.55K - $9.78K
|
31.4K
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.51K- 38.02% |
$53.8K - $69.7K
|
13.9K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.1K+ 161.23% |
$234K - $304K
|
60.1K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-125K- 18.0% |
$789K - $1.02M
|
569K
$8.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.7K+ 134.65% |
$29.7K - $38.5K
|
8.19K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10.6KNew |
$66.9K - $86.6K
|
10.6K
$150K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
370+ 17.32% |
$2.34K - $3.03K
|
2.51K
$35.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-715- 17.41% |
$4.52K - $5.86K
|
3.39K
$48K
|