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 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16KNew |
$282K - $477K
|
16K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
15.8K+ 4.02% |
$278K - $470K
|
408K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
15.6K+ 7.3% |
$274K - $464K
|
229K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
15.4KNew |
$272K - $460K
|
15.4K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$268K - $454K
|
15.2K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$265K - $447K
|
15K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.8KNew |
$261K - $441K
|
14.8K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.7K+ 116.84% |
$258K - $437K
|
27.2K
$756K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
14.5KNew |
$256K - $433K
|
14.5K
$404K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
14.4KNew |
$254K - $430K
|
14.4K
$401K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 34.91% |
$254K - $429K
|
55.6K
$1.55M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
14.1KNew |
$249K - $420K
|
14.1K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$239K - $405K
|
13.6K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
13KNew |
$229K - $388K
|
13K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$229K - $386K
|
13K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$228K - $385K
|
12.9K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
12.8KNew |
$227K - $383K
|
12.8K
$357K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
12.8K+ 20.29% |
$226K - $383K
|
76.1K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.6K+ 52.6% |
$223K - $377K
|
36.7K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.5K+ 2.52% |
$221K - $373K
|
509K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.4KNew |
$220K - $371K
|
12.4K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
12.3K+ 7.07% |
$218K - $368K
|
187K
$5.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
12.3KNew |
$216K - $365K
|
12.3K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
12KNew |
$212K - $357K
|
12K
$334K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.9KNew |
$209K - $353K
|
11.9K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
11.7KNew |
$206K - $349K
|
11.7K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.6K+ 47.52% |
$205K - $346K
|
36K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.4KNew |
$201K - $340K
|
11.4K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11.3KNew |
$199K - $337K
|
11.3K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.2K+ 315.84% |
$197K - $333K
|
14.7K
$409K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.1K+ 34.38% |
$197K - $332K
|
43.6K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.1KNew |
$196K - $332K
|
11.1K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$196K - $331K
|
11.1K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11KNew |
$194K - $328K
|
11K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$193K - $326K
|
10.9K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$190K - $320K
|
10.8K
$299K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7KNew |
$189K - $320K
|
10.7K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$188K - $318K
|
10.7K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.5KNew |
$185K - $312K
|
10.5K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.5KNew |
$185K - $312K
|
10.5K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 42.75% |
$183K - $309K
|
34.6K
$961K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
10.3K+ 92.45% |
$182K - $308K
|
21.5K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 16.55% |
$181K - $305K
|
72.2K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$180K - $305K
|
10.2K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$179K - $302K
|
10.1K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$178K - $300K
|
10.1K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10KNew |
$176K - $298K
|
10K
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.95KNew |
$175K - $296K
|
9.95K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.78KNew |
$172K - $291K
|
9.78K
$272K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65KNew |
$170K - $288K
|
9.65K
$268K
|
|