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 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
14.6KNew |
$111K - $246K
|
14.6K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3K+ 2.03% |
$109K - $241K
|
719K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$108K - $239K
|
14.2K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
14.1KNew |
$108K - $238K
|
14.1K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
13.7K+ 50.62% |
$104K - $231K
|
40.7K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.6K+ 69.84% |
$104K - $229K
|
33.1K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$97.3K - $215K
|
12.8K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.6KNew |
$96.5K - $213K
|
12.6K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$95.3K - $211K
|
12.5K
$186K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 65.91% |
$94.5K - $209K
|
31.2K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.8KNew |
$90.1K - $199K
|
11.8K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 826.05% |
$88.6K - $196K
|
13K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$84.6K - $187K
|
11.1K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$83.8K - $185K
|
11K
$164K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.5K+ 1.18% |
$80.2K - $177K
|
898K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
10.3KNew |
$78.8K - $174K
|
10.3K
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.1K+ 11.95% |
$76.9K - $170K
|
94.4K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
10KNew |
$76.3K - $169K
|
10K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.9K+ 99.0% |
$75.5K - $167K
|
19.9K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.41K+ 30.11% |
$71.8K - $159K
|
40.6K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.23KNew |
$62.8K - $139K
|
8.23K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 2.09% |
$61.8K - $137K
|
396K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.33K+ 16.08% |
$55.9K - $124K
|
52.9K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
7KNew |
$53.4K - $118K
|
7K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.65K+ 9.86% |
$43.1K - $95.4K
|
63K
$940K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.59K+ 7.58% |
$42.7K - $94.4K
|
79.4K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.5K+ 91.67% |
$42K - $92.8K
|
11.5K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.6K+ 1.59% |
$35.1K - $77.6K
|
294K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.53K+ 11.3% |
$34.6K - $76.5K
|
44.6K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.71K+ 3.43% |
$28.3K - $62.6K
|
112K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.49K+ 23.51% |
$26.6K - $58.8K
|
18.3K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3K+ 29.28% |
$22.9K - $50.7K
|
13.3K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.98K+ 6.4% |
$22.8K - $50.4K
|
49.6K
$739K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 1.44% |
$22K - $48.6K
|
202K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.74K+ 8.14% |
$20.9K - $46.2K
|
36.4K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7K+ 15.71% |
$20.6K - $45.5K
|
19.9K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.65K+ 15.45% |
$20.2K - $44.6K
|
19.8K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.4K+ 9.06% |
$18.3K - $40.5K
|
28.9K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 8.35% |
$18K - $39.7K
|
30.5K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.27K+ 3.73% |
$17.3K - $38.3K
|
63.1K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.17KNew |
$16.5K - $36.6K
|
2.17K
$32.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.13K+ 63.47% |
$16.3K - $36K
|
5.49K
$81.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 5.35% |
$15.6K - $34.6K
|
40.3K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 2.94% |
$13.6K - $30.1K
|
62.3K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.74K+ 7.81% |
$13.3K - $29.4K
|
24K
$358K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 40.34% |
$13K - $28.7K
|
5.93K
$88.3K
|