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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.25KNew |
$146K - $246K
|
8.25K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.17KNew |
$144K - $243K
|
8.17K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.1KNew |
$143K - $241K
|
8.1K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08K+ 44.13% |
$143K - $241K
|
26.4K
$734K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.07KNew |
$142K - $240K
|
8.07K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.97KNew |
$141K - $238K
|
7.97K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.84KNew |
$138K - $234K
|
7.84K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.82KNew |
$138K - $233K
|
7.82K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.74KNew |
$137K - $231K
|
7.74K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.72K+ 16.74% |
$136K - $230K
|
53.8K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.63K+ 5.44% |
$135K - $227K
|
148K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
7.5KNew |
$132K - $224K
|
7.5K
$209K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.34K+ 3.82% |
$129K - $219K
|
199K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.19KNew |
$127K - $214K
|
7.19K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.08K+ 93.11% |
$125K - $211K
|
14.7K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
6.81KNew |
$120K - $203K
|
6.81K
$190K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.68K+ 13.52% |
$118K - $199K
|
56.1K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.65KNew |
$117K - $198K
|
6.65K
$185K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.5K+ 27.9% |
$115K - $194K
|
29.8K
$829K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.42K+ 3.06% |
$113K - $191K
|
216K
$6.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.12K+ 9.01% |
$108K - $182K
|
74.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.07K+ 1.78% |
$107K - $181K
|
346K
$9.62M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.99KNew |
$106K - $179K
|
5.99K
$167K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
5.78K+ 47.35% |
$102K - $172K
|
18K
$500K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5.7KNew |
$101K - $170K
|
5.7K
$159K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.52K+ 7.44% |
$97.3K - $164K
|
79.7K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.49KNew |
$96.8K - $164K
|
5.49K
$153K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
4.94K+ 17.51% |
$87.1K - $147K
|
33.1K
$922K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.77K+ 8.25% |
$84.2K - $142K
|
62.6K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
4.24KNew |
$74.8K - $126K
|
4.24K
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.23K+ 22.62% |
$74.5K - $126K
|
22.9K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.15K+ 19.55% |
$73.2K - $124K
|
25.4K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.08K+ 7.03% |
$71.9K - $122K
|
62.1K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.03K+ 0.44% |
$71K - $120K
|
924K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02K+ 4.8% |
$70.9K - $120K
|
87.8K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.91K+ 37.83% |
$69K - $117K
|
14.3K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.88K+ 8.44% |
$68.5K - $116K
|
49.9K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.84K+ 13.92% |
$67.7K - $114K
|
31.4K
$873K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.82K+ 14.39% |
$67.4K - $114K
|
30.4K
$845K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.77KNew |
$66.5K - $112K
|
3.77K
$105K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.75K+ 121.62% |
$66.2K - $112K
|
6.84K
$190K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.13% |
$62.7K - $106K
|
89.7K
$2.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.4KNew |
$60K - $101K
|
3.4K
$94.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.33KNew |
$58.7K - $99.1K
|
3.33K
$92.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
3.26KNew |
$57.4K - $97K
|
3.26K
$90.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.2KNew |
$56.4K - $95.4K
|
3.2K
$89K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 3.52% |
$56K - $94.6K
|
93.3K
$2.6M
|
|