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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74New |
$565 - $1.25K
|
74
$2.06K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61+ 0.5% |
$465 - $1.03K
|
12.3K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
58New |
$443 - $979
|
58
$1.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
54New |
$412 - $912
|
54
$1.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
43+ 72.88% |
$328 - $726
|
102
$2.84K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36New |
$275 - $608
|
36
$1K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
27+ 27.0% |
$206 - $456
|
127
$3.53K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.93M+ 32.57% |
$18.5M - $24M
|
11.9M
$332M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
411KNew |
$2.6M - $3.37M
|
411K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
410KNew |
$2.59M - $3.35M
|
410K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
390K+ 1000.0% |
$2.46M - $3.19M
|
429K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
319K+ 1159.48% |
$2.02M - $2.61M
|
347K
$9.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
312KNew |
$1.97M - $2.55M
|
312K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
CALL |
300KNew |
$1.9M - $2.46M
|
300K
$8.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
CALL |
191KNew |
$1.21M - $1.56M
|
191K
$5.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
125K+ 98.23% |
$787K - $1.02M
|
251K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
117KNew |
$739K - $958K
|
117K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
52.3KNew |
$331K - $428K
|
52.3K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.1KNew |
$253K - $328K
|
40.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36KNew |
$228K - $295K
|
36K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.2KNew |
$159K - $206K
|
25.2K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.6K+ 220.7% |
$111K - $144K
|
25.6K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$107K - $139K
|
17K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$89.6K - $116K
|
14.2K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.6KNew |
$79.7K - $103K
|
12.6K
$351K
|
|
|
Aug 29, 2025
Q3 2024
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
12.6KNew |
$79.6K - $103K
|
12.6K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$78K - $101K
|
12.3K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$70.1K - $90.8K
|
11.1K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 2.13% |
$69.9K - $90.6K
|
531K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$278K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$278K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.14KNew |
$38.8K - $50.3K
|
6.14K
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.95KNew |
$31.3K - $40.5K
|
4.95K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.2KNew |
$20.2K - $26.2K
|
3.2K
$89K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.05K+ 12.89% |
$19.3K - $25K
|
26.7K
$744K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.75KNew |
$11.1K - $14.3K
|
1.75K
$48.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$9.82K - $12.7K
|
1.55K
$43.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 11.35% |
$7.75K - $10K
|
12K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$7.58K - $9.83K
|
1.2K
$33.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$27.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$27.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1K+ 6.54% |
$6.32K - $8.19K
|
16.3K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$6K - $7.78K
|
950
$26.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
630New |
$3.98K - $5.16K
|
630
$17.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
626New |
$3.96K - $5.13K
|
626
$17.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500+ 50.0% |
$3.16K - $4.09K
|
1.5K
$41.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
140+ 1.18% |
$885 - $1.15K
|
12K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
109New |
$689 - $893
|
109
$3.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$632 - $819
|
100
$2.78K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$228 - $295
|
36
$1K
|
|