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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
100+ 277.78% |
$763 - $1.69K
|
136
$2.15K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
89+ 0.15% |
$679 - $1.5K
|
60.3K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 0.21% |
$534 - $1.18K
|
33.8K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
66+ 8.2% |
$504 - $1.11K
|
871
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 25.89% |
$443 - $979
|
282
$4.45K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
57+ 1.61% |
$435 - $962
|
3.61K
$56.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
54+ 1080.0% |
$412 - $912
|
59
$931
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
54New |
$412 - $912
|
54
$852
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 0.51% |
$389 - $861
|
10.1K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51+ 0.29% |
$389 - $861
|
17.5K
$276K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36New |
$275 - $608
|
36
$568
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
35+ 33.65% |
$267 - $591
|
139
$2.19K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
32New |
$244 - $540
|
32
$505
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
27+ 7.94% |
$206 - $456
|
367
$5.79K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
27+ 27.0% |
$206 - $456
|
127
$2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.77% |
$198 - $439
|
410
$6.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 11.03% |
$114 - $253
|
151
$2.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 2.86% |
$76.3 - $169
|
360
$5.68K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$38.2 - $84.4
|
5
$78.9
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$15.3 - $33.8
|
2
$31.6
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.6M+ 88.91% |
$73.5M - $95.3M
|
24.7M
$390M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4MNew |
$72M - $93.3M
|
11.4M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
7.06MNew |
$44.6M - $57.8M
|
7.06M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.73M+ 2335.63% |
$36.2M - $46.9M
|
5.98M
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.55M+ 349.76% |
$35.1M - $45.5M
|
7.14M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.92M+ 219.8% |
$24.8M - $32.1M
|
5.71M
$90.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.62M+ 93.83% |
$22.9M - $29.6M
|
7.47M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.92MNew |
$18.5M - $23.9M
|
2.92M
$46.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
2.8MNew |
$17.7M - $22.9M
|
2.8M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.71M+ 7433.57% |
$17.2M - $22.2M
|
2.75M
$43.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.69M+ 214.85% |
$17M - $22M
|
3.94M
$62.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.48MNew |
$15.7M - $20.3M
|
2.48M
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.18M+ 65.84% |
$13.7M - $17.8M
|
5.48M
$86.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.04MNew |
$12.9M - $16.7M
|
2.04M
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.04M+ 32.01% |
$12.9M - $16.7M
|
8.39M
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97M+ 58.48% |
$12.4M - $16.1M
|
5.33M
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
1.95M+ 50.73% |
$12.3M - $16M
|
5.8M
$91.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6M+ 62.88% |
$10.1M - $13.1M
|
4.14M
$65.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
928K+ 69.45% |
$5.86M - $7.6M
|
2.26M
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
917K+ 163.68% |
$5.79M - $7.51M
|
1.48M
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
800KNew |
$5.06M - $6.55M
|
800K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
719K+ 141.08% |
$4.54M - $5.89M
|
1.23M
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
677K+ 198.79% |
$4.28M - $5.55M
|
1.02M
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
614K+ 36.96% |
$3.88M - $5.03M
|
2.28M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
600K+ 120.0% |
$3.79M - $4.91M
|
1.1M
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
539K+ 14.73% |
$3.4M - $4.41M
|
4.19M
$66.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
537K+ 61.67% |
$3.4M - $4.4M
|
1.41M
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
533K+ 587.82% |
$3.37M - $4.37M
|
624K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
479KNew |
$3.03M - $3.92M
|
479K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
411KNew |
$2.6M - $3.37M
|
411K
$6.49M
|
|