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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.8K+ 26.39% |
$94.3K - $193K
|
94.9K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
14.7KNew |
$70K - $143K
|
14.7K
$174K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
13.6KNew |
$64.8K - $133K
|
13.6K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$57.6K - $118K
|
12.1K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10KNew |
$47.7K - $97.6K
|
10K
$119K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$47.6K - $97.4K
|
10K
$119K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.26K+ 13.49% |
$20.3K - $41.5K
|
35.8K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
2.5KNew |
$11.9K - $24.4K
|
2.5K
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
CALL |
1.6KNew |
$7.62K - $15.6K
|
1.6K
$19K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
800New |
$3.81K - $7.79K
|
800
$9.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
400New |
$1.9K - $3.9K
|
400
$4.74K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$1.43K - $2.92K
|
300
$3.56K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
127New |
$605 - $1.24K
|
127
$1.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
PUT |
100+ 0.08% |
$476 - $974
|
130K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
100+ 20.0% |
$476 - $974
|
600
$7.11K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$286 - $584
|
60
$711
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5New |
$23.8 - $48.7
|
5
$59.3
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.28MNew |
$5.75M - $9.86M
|
1.28M
$15.1M
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
293K+ 200.72% |
$1.32M - $2.26M
|
439K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$990K - $1.7M
|
220K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$900K - $1.54M
|
200K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Fore Capital, LLC
|
BUY
|
PUT |
200KNew |
$900K - $1.54M
|
200K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
150KNew |
$675K - $1.16M
|
150K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
120KNew |
$539K - $925K
|
120K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
60.7KNew |
$273K - $469K
|
60.7K
$720K
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
60KNew |
$270K - $463K
|
60K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
50KNew |
$225K - $386K
|
50K
$593K
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
50KNew |
$225K - $386K
|
50K
$593K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
30KNew |
$135K - $232K
|
30K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
23.5KNew |
$106K - $181K
|
23.5K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.1KNew |
$90.4K - $155K
|
20.1K
$238K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
14.4KNew |
$64.8K - $111K
|
14.4K
$171K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12KNew |
$54K - $92.6K
|
12K
$142K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$48.2K - $82.6K
|
10.7K
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$45.9K - $78.7K
|
10.2K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$45.5K - $78.1K
|
10.1K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
10.1KNew |
$45.5K - $78K
|
10.1K
$120K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$45K - $77.2K
|
10K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
10KNew |
$45K - $77.2K
|
10K
$119K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.15K+ 22.24% |
$14.2K - $24.3K
|
17.3K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$35.6K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
3KNew |
$13.5K - $23.2K
|
3K
$35.6K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3KNew |
$13.5K - $23.2K
|
3K
$35.6K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.9K+ 16.57% |
$13.1K - $22.4K
|
20.4K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.74K+ 91166.67% |
$12.3K - $21.1K
|
2.74K
$32.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.6KNew |
$11.7K - $20.1K
|
2.6K
$30.8K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.11K+ 4.91% |
$9.5K - $16.3K
|
45.1K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$9K - $15.4K
|
2K
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.9KNew |
$8.55K - $14.7K
|
1.9K
$22.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$7.2K - $12.4K
|
1.6K
$19K
|
|