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 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-629K- 15.92% |
$11.1M - $18.7M
|
3.32M
$92.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.62M+ 13.75% |
$46.3M - $78.2M
|
21.7M
$603M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 0.26% |
$3.21K - $5.43K
|
68.7K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.26KNew |
$146K - $246K
|
8.26K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
38.4KNew |
$677K - $1.14M
|
38.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.68K+ 11.97% |
$29.7K - $50.1K
|
15.7K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18.1K+ 23.23% |
$319K - $539K
|
95.9K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
146New |
$2.58K - $4.35K
|
146
$4.06K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
378+ 11.37% |
$6.67K - $11.3K
|
3.7K
$103K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.02K- 14.76% |
$106K - $179K
|
34.8K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
97K+ 23.98% |
$1.71M - $2.89M
|
502K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.1KNew |
$196K - $332K
|
11.1K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
521K+ 11.78% |
$9.19M - $15.5M
|
4.95M
$138M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
15.8K+ 4.02% |
$278K - $470K
|
408K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 17.47% |
$102K - $172K
|
27.3K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
750KNew |
$13.2M - $22.4M
|
750K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.43KNew |
$25.2K - $42.6K
|
1.43K
$39.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 10.1% |
$3.79M - $6.41M
|
2.35M
$65.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10KNew |
$176K - $298K
|
10K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.13K+ 6.94% |
$19.8K - $33.5K
|
17.3K
$482K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-10.9K- 52.87% |
$193K - $326K
|
9.74K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.23K+ 22.62% |
$74.5K - $126K
|
22.9K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 19.67% |
$20.3K - $34.3K
|
7K
$195K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
67.5K+ 0.69% |
$1.19M - $2.01M
|
9.79M
$272M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
127K+ 102.66% |
$2.25M - $3.8M
|
251K
$7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 493.72% |
$1.89M - $3.19M
|
129K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 5.88% |
$445K - $752K
|
454K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-9.32K- 6.61% |
$164K - $278K
|
132K
$3.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
876New |
$15.5K - $26.1K
|
876
$24.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
162K+ 4.21% |
$2.86M - $4.83M
|
4.01M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
797K+ 23.44% |
$14.1M - $23.8M
|
4.2M
$117M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 30.38% |
$181K - $307K
|
23.6K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$179K - $302K
|
10.1K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-82.4K- 84.63% |
$1.45M - $2.46M
|
15K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
40KNew |
$706K - $1.19M
|
40K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
8.52KNew |
$150K - $254K
|
8.52K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
33.2KNew |
$585K - $989K
|
33.2K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 12.39% |
$24.7K - $41.7K
|
12.7K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 7.49% |
$41K - $69.3K
|
28.7K
$799K
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.92K+ 2.73% |
$33.8K - $57.2K
|
72.3K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-40.7K- 82.62% |
$718K - $1.21M
|
8.56K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16KNew |
$282K - $477K
|
16K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.48K+ 33.33% |
$150K - $253K
|
33.9K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
355K+ 28.27% |
$6.27M - $10.6M
|
1.61M
$44.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
136KNew |
$2.39M - $4.04M
|
136K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.04% |
$759 - $1.28K
|
111K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.48KNew |
$149K - $253K
|
8.48K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
476K+ 1458.9% |
$8.39M - $14.2M
|
508K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
36K+ 72.0% |
$635K - $1.07M
|
86K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 13.03% |
$735K - $1.24M
|
278K
$7.73M
|
|