Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
3.9MNew |
$29.8M - $65.8M
|
3.9M
$61.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
296KNew |
$2.26M - $5M
|
296K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
223K+ 201.47% |
$1.7M - $3.76M
|
333K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176KNew |
$1.34M - $2.97M
|
176K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
130KNew |
$991K - $2.19M
|
130K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
122KNew |
$934K - $2.07M
|
122K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
104KNew |
$790K - $1.75M
|
104K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
78.9KNew |
$602K - $1.33M
|
78.9K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
75.1K+ 494.3% |
$573K - $1.27M
|
90.3K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
74.8KNew |
$571K - $1.26M
|
74.8K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
72.5KNew |
$553K - $1.22M
|
72.5K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
67.8K+ 12.91% |
$517K - $1.14M
|
593K
$9.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
65.4KNew |
$499K - $1.1M
|
65.4K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62KNew |
$473K - $1.05M
|
62K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
60.8KNew |
$464K - $1.03M
|
60.8K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41.9KNew |
$320K - $708K
|
41.9K
$662K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
37.9K+ 3.81% |
$289K - $640K
|
1.03M
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
CALL |
34.7KNew |
$265K - $586K
|
34.7K
$548K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
32.4KNew |
$247K - $546K
|
32.4K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.1KNew |
$230K - $508K
|
30.1K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.6K+ 28.16% |
$226K - $500K
|
135K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
25.1K+ 180.94% |
$192K - $424K
|
39K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
21.7KNew |
$165K - $366K
|
21.7K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21.6K+ 9.24% |
$165K - $365K
|
256K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
21.3K+ 24.35% |
$163K - $360K
|
109K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
18.6KNew |
$142K - $314K
|
18.6K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.1K+ 113.93% |
$123K - $271K
|
30.2K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$116K - $257K
|
15.2K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3K+ 2.03% |
$109K - $241K
|
719K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
14.1KNew |
$108K - $238K
|
14.1K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
13.7K+ 50.62% |
$104K - $231K
|
40.7K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.6K+ 69.84% |
$104K - $229K
|
33.1K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$97.3K - $215K
|
12.8K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.6KNew |
$96.5K - $213K
|
12.6K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$95.3K - $211K
|
12.5K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 65.91% |
$94.5K - $209K
|
31.2K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 826.05% |
$88.6K - $196K
|
13K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$84.6K - $187K
|
11.1K
$175K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$173K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.5K+ 1.18% |
$80.2K - $177K
|
898K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.1K+ 11.95% |
$76.9K - $170K
|
94.4K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.41K+ 30.11% |
$71.8K - $159K
|
40.6K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.23KNew |
$62.8K - $139K
|
8.23K
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 2.09% |
$61.8K - $137K
|
396K
$6.24M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.65K+ 9.86% |
$43.1K - $95.4K
|
63K
$995K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.59K+ 7.58% |
$42.7K - $94.4K
|
79.4K
$1.25M
|