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 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
260New |
$4.59K - $7.75K
|
260
$7.23K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
250+ 166.67% |
$4.41K - $7.45K
|
400
$11.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$4.41K - $7.45K
|
250
$6.96K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250+ 3571.43% |
$4.41K - $7.45K
|
257
$7.15K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
240+ 1.69% |
$4.23K - $7.15K
|
14.5K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
233New |
$4.11K - $6.95K
|
233
$6.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 0.49% |
$4.06K - $6.86K
|
47.5K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
225New |
$3.97K - $6.71K
|
225
$6.26K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
220New |
$3.88K - $6.56K
|
220
$6.12K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
203+ 1.17% |
$3.58K - $6.05K
|
17.5K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 200.0% |
$3.53K - $5.96K
|
300
$8.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200+ 20.0% |
$3.53K - $5.96K
|
1.2K
$33.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
197+ 2.81% |
$3.48K - $5.87K
|
7.2K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
190New |
$3.35K - $5.66K
|
190
$5.29K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
189+ 1.02% |
$3.33K - $5.63K
|
18.7K
$521K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
168+ 1.35% |
$2.96K - $5.01K
|
12.6K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
150+ 0.77% |
$2.65K - $4.47K
|
19.5K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
146New |
$2.58K - $4.35K
|
146
$4.06K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
141New |
$2.49K - $4.2K
|
141
$3.92K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125+ 12500.0% |
$2.21K - $3.73K
|
126
$3.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
120New |
$2.12K - $3.58K
|
120
$3.34K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
110+ 0.83% |
$1.94K - $3.28K
|
13.4K
$372K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
105+ 7.92% |
$1.85K - $3.13K
|
1.43K
$39.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
100New |
$1.76K - $2.98K
|
100
$2.78K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
100+ 11.2% |
$1.76K - $2.98K
|
993
$27.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
98+ 23.44% |
$1.73K - $2.92K
|
516
$14.4K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
BUY
|
- |
84+ 0.74% |
$1.48K - $2.5K
|
11.4K
$318K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
82New |
$1.45K - $2.44K
|
82
$2.28K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
63+ 0.52% |
$1.11K - $1.88K
|
12.2K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
59New |
$1.04K - $1.76K
|
59
$1.64K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
59+ 0.37% |
$1.04K - $1.76K
|
15.8K
$441K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 0.06% |
$1.01K - $1.7K
|
96.1K
$2.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$882 - $1.49K
|
50
$1.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 3.82% |
$864 - $1.46K
|
1.33K
$37K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
48+ 0.37% |
$847 - $1.43K
|
13K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46New |
$811 - $1.37K
|
46
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43+ 0.96% |
$759 - $1.28K
|
4.52K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
41+ 0.03% |
$723 - $1.22K
|
122K
$3.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 0.57% |
$723 - $1.22K
|
7.21K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
40+ 0.13% |
$706 - $1.19K
|
30.9K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39New |
$688 - $1.16K
|
39
$1.08K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
39+ 3.36% |
$688 - $1.16K
|
1.2K
$33.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
35New |
$617 - $1.04K
|
35
$974
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
34New |
$600 - $1.01K
|
34
$946
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 0.68% |
$582 - $984
|
4.86K
$135K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 0.11% |
$582 - $984
|
31.4K
$874K
|
|