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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.3K+ 35.8% |
$315K - $697K
|
157K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
18.3KNew |
$140K - $309K
|
18.3K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 44.01% |
$17.1K - $37.8K
|
2.85K
$30.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100+ 17.51% |
$763 - $1.69K
|
671
$7.26K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
22.1KNew |
$168K - $372K
|
22.1K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.05K+ 1.68% |
$8.01K - $17.7K
|
63.7K
$690K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.02K+ 9.69% |
$45.9K - $102K
|
68.1K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.1K- 11.25% |
$84.7K - $187K
|
87.6K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
581+ 2.62% |
$4.43K - $9.81K
|
22.7K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
450+ 900.0% |
$3.43K - $7.6K
|
500
$5.41K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-175- 2.06% |
$1.34K - $2.95K
|
8.33K
$90.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.25M+ 101792.58% |
$9.53M - $21.1M
|
1.25M
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
791KNew |
$6.04M - $13.4M
|
791K
$8.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.3M- 22.96% |
$17.6M - $38.9M
|
7.73M
$83.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.23K- 31.71% |
$39.9K - $88.2K
|
11.3K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74New |
$565 - $1.25K
|
74
$801
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.58K- 32.15% |
$73.1K - $162K
|
20.2K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
10.4K+ 19.31% |
$79.7K - $176K
|
64.5K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
161KNew |
$1.23M - $2.71M
|
161K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
71.1KNew |
$542K - $1.2M
|
71.1K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
50+ 7.43% |
$382 - $844
|
723
$7.82K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.74K+ 7.81% |
$13.3K - $29.4K
|
24K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.25% |
$22.9 - $50.6
|
1.2K
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.7M+ 58176.28% |
$20.6M - $45.6M
|
2.71M
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.1KNew |
$192K - $424K
|
25.1K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
46.1K+ 19.96% |
$351K - $778K
|
277K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109K- 24.59% |
$835K - $1.85M
|
336K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 3.54% |
$252 - $557
|
966
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$108K - $239K
|
14.2K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.1K- 16.45% |
$46.6K - $103K
|
31K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-533- 3.01% |
$4.07K - $9K
|
17.2K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
100KNew |
$763K - $1.69M
|
100K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
118KNew |
$897K - $1.98M
|
118K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.8K- 11.74% |
$21.4K - $47.3K
|
21.1K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 1.44% |
$22K - $48.6K
|
202K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
114K+ 1900.0% |
$870K - $1.92M
|
120K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-181K- 21.21% |
$1.38M - $3.06M
|
673K
$7.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$15.3K - $33.8K
|
2K
$21.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 11.71% |
$9.1K - $20.1K
|
8.99K
$97.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.9K- 20.22% |
$145K - $320K
|
74.8K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50New |
$382 - $844
|
50
$541
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27New |
$206 - $456
|
27
$292
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.33K+ 16.08% |
$55.9K - $124K
|
52.9K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14.6KNew |
$111K - $246K
|
14.6K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.4K- 20.34% |
$48.8K - $108K
|
25.1K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
168K+ 2.73% |
$1.28M - $2.83M
|
6.31M
$68.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
10.3KNew |
$78.8K - $174K
|
10.3K
$112K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
134K+ 104.4% |
$1.02M - $2.27M
|
263K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
39.4KNew |
$301K - $665K
|
39.4K
$426K
|