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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3K+ 79.83% |
$96.7K - $125K
|
34.5K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 16.54% |
$93.5K - $121K
|
104K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.6K+ 24.14% |
$92.5K - $120K
|
75.3K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$89.6K - $116K
|
14.2K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.9K+ 6.33% |
$88K - $114K
|
234K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.5K+ 70.75% |
$85.3K - $111K
|
32.6K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 5.15% |
$84.7K - $110K
|
274K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 13.11% |
$84.4K - $109K
|
115K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.6KNew |
$79.7K - $103K
|
12.6K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$78K - $101K
|
12.3K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$75.8K - $98.3K
|
12K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11.9KNew |
$75K - $97.2K
|
11.9K
$187K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8KNew |
$74.7K - $96.9K
|
11.8K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.3K+ 4.29% |
$71.1K - $92.2K
|
274K
$4.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$70.1K - $90.8K
|
11.1K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 2.13% |
$69.9K - $90.6K
|
531K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$68.6K - $88.9K
|
10.9K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$68.5K - $88.8K
|
10.8K
$171K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10.6KNew |
$66.9K - $86.6K
|
10.6K
$167K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$66K - $85.6K
|
10.5K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
10.4K+ 1.55% |
$65.7K - $85.2K
|
682K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 82.41% |
$63.3K - $82K
|
22.2K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$158K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
CALL |
10KNew |
$63.2K - $81.9K
|
10K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8.51KNew |
$53.8K - $69.7K
|
8.51K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
8.22K+ 2.92% |
$51.9K - $67.3K
|
289K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.01K+ 14.64% |
$50.6K - $65.6K
|
62.7K
$989K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.93K+ 3.56% |
$50.1K - $64.9K
|
231K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.69KNew |
$48.6K - $63K
|
7.69K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.26K+ 22.09% |
$45.9K - $59.4K
|
40.1K
$633K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.22K+ 441.98% |
$45.6K - $59.1K
|
8.86K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.72K+ 30.41% |
$42.5K - $55K
|
28.8K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.36K+ 1.68% |
$40.2K - $52.1K
|
385K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 0.72% |
$39.9K - $51.7K
|
888K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
6.1K+ 58.72% |
$38.5K - $49.9K
|
16.5K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.65K+ 29.98% |
$35.7K - $46.3K
|
24.5K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.43K+ 0.42% |
$34.3K - $44.5K
|
1.3M
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5K+ 5.69% |
$31.6K - $41K
|
92.8K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.95KNew |
$31.3K - $40.5K
|
4.95K
$78.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.64KNew |
$29.3K - $38K
|
4.64K
$73.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.27K+ 6.43% |
$27K - $34.9K
|
70.6K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.13K+ 1.57% |
$26.1K - $33.8K
|
268K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4KNew |
$25.3K - $32.8K
|
4K
$63.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4K+ 5.88% |
$25.3K - $32.8K
|
72K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$23K - $29.8K
|
3.64K
$57.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.63K+ 19.5% |
$23K - $29.8K
|
22.3K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.41KNew |
$21.6K - $27.9K
|
3.41K
$53.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32K+ 11.94% |
$21K - $27.2K
|
31.1K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.2KNew |
$20.2K - $26.2K
|
3.2K
$50.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.12K+ 70.21% |
$19.7K - $25.6K
|
7.57K
$119K
|