Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)

SOFI Quotes by TradingView

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
Oct 15, 2024 Q3 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
100
New
$632 - $819
100 $2.78K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
36
New
$228 - $295
36 $1K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
13
New
$82.2 - $106
13 $362
Nov 08, 2024 Q3 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
8
+ 3.27%
$50.6 - $65.5
253 $7.04K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
7
New
$44.2 - $57.3
7 $195
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
3.66M
+ 8.75%
$23.1M - $28.9M
45.5M $1.26B
Aug 14, 2024 Q2 2024
George Soros Soros Fund Management LLC | New York, Ny
BUY
 -
300K
New
$1.9M - $2.37M
300K $8.35M
Aug 13, 2024 Q2 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
159K
New
$1.01M - $1.26M
159K $4.43M
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 PUT
90.4K
New
$571K - $713K
90.4K $2.51M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
86.5K
+ 4252.83%
$547K - $683K
88.6K $2.46M
Aug 14, 2024 Q2 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
51K
New
$323K - $403K
51K $1.42M
Aug 14, 2024 Q2 2024
Laird Norton Trust Company, LLC

BUY
 -
44.2K
+ 218.32%
$280K - $349K
64.5K $1.79M
Aug 12, 2024 Q2 2024
Public Employees Retirement Association Of Colorado

Denver, CO
BUY
 -
25.6K
+ 33.43%
$162K - $202K
102K $2.84M
Jul 18, 2024 Q2 2024
Refined Wealth Management

BUY
 -
23K
New
$146K - $182K
23K $641K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
15.8K
New
$99.8K - $125K
15.8K $439K
Jul 19, 2024 Q2 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
15K
New
$94.8K - $118K
15K $417K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
12.3K
New
$77.5K - $96.7K
12.3K $341K
Aug 13, 2024 Q2 2024
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
10.6K
New
$67.3K - $84K
10.6K $296K
Aug 09, 2024 Q2 2024
Stevens Capital Management LP

Radnor, PA
BUY
 -
10.3K
New
$65.2K - $81.4K
10.3K $287K
Aug 05, 2024 Q2 2024
Los Angeles Capital Management LLC

BUY
 -
10.3K
New
$65.1K - $81.2K
10.3K $286K
Aug 12, 2024 Q2 2024
Richmond Brothers, Inc.

Jackson, MI
BUY
 -
10.1K
New
$63.7K - $79.6K
10.1K $281K
Oct 10, 2024 Q2 2024
Tamar Securities, LLC

BUY
 -
10K
New
$63.4K - $79.1K
10K $279K
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 PUT
10K
New
$63.2K - $78.9K
10K $278K
Feb 25, 2025 Q2 2024
Axa S.A.

Paris, I0
BUY
 -
3.67K
+ 1.58%
$23.2K - $29K
236K $6.56M
Aug 16, 2024 Q2 2024
Second Line Capital, LLC

Metairie, LA
BUY
 -
3.2K
+ 1.33%
$20.2K - $25.2K
244K $6.8M
Aug 13, 2024 Q2 2024
Cyrus J. Lawrence, LLC

BUY
 -
2.8K
New
$17.7K - $22.1K
2.8K $77.9K
Aug 14, 2024 Q2 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
2.55K
New
$16.1K - $20.1K
2.55K $70.9K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
1.5K
New
$9.48K - $11.8K
1.5K $41.7K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.07K
New
$6.76K - $8.44K
1.07K $29.8K
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
1K
New
$6.32K - $7.89K
1K $27.8K
Jul 17, 2024 Q2 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
800
New
$5.06K - $6.31K
800 $22.3K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
762
+ 1.63%
$4.82K - $6.01K
47.5K $1.32M
Aug 06, 2024 Q2 2024
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
500
New
$3.16K - $3.95K
500 $13.9K
Aug 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
290
+ 128.89%
$1.83K - $2.29K
515 $14.3K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
250
New
$1.58K - $1.97K
250 $6.96K
Aug 15, 2024 Q2 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
126
+ 0.84%
$796 - $994
15.1K $420K
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
100
New
$632 - $789
100 $2.78K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
82
+ 630.77%
$518 - $647
95 $2.64K
Jul 17, 2024 Q2 2024
Db Fitzpatrick & Co, Inc

BUY
 -
55
+ 110.0%
$348 - $434
105 $2.92K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
50
+ 1.03%
$316 - $395
4.89K $136K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
24
New
$152 - $189
24 $668
Q1 2024
May 15, 2024 Q1 2024
Shaolin Capital Management LLC

Miami, FL
BUY
 PUT
7.25M
+ 263.64%
$50.2M - $70M
10M $278M
May 15, 2024 Q1 2024
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
2.32M
New
$16.1M - $22.4M
2.32M $64.7M
May 15, 2024 Q1 2024
Shaolin Capital Management LLC

Miami, FL
BUY
 -
2.27M
New
$15.7M - $21.9M
2.27M $63.1M
May 15, 2024 Q1 2024
Alyeska Investment Group, L.P.

Chicago, IL
BUY
 -
500K
New
$3.46M - $4.83M
500K $13.9M
May 15, 2024 Q1 2024
Interval Partners, LP

New York, NY
BUY
 -
423K
New
$2.93M - $4.08M
423K $11.8M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
362K
+ 311.9%
$2.51M - $3.49M
478K $13.3M
May 15, 2024 Q1 2024
Hst Ventures, LLC

BUY
 -
138K
New
$954K - $1.33M
138K $3.84M
May 15, 2024 Q1 2024
J. Goldman & CO LP

New York, NY
BUY
 PUT
113K
New
$779K - $1.09M
113K $3.13M

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