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 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.21K+ 873.19% |
$7.62K - $9.87K
|
1.34K
$20K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$7.58K - $9.83K
|
1.2K
$17.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.19KNew |
$7.55K - $9.78K
|
1.19K
$17.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$6.32K - $8.19K
|
1K
$14.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1K+ 10.0% |
$6.32K - $8.19K
|
11K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1K+ 249.38% |
$6.32K - $8.19K
|
1.4K
$20.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1K+ 6.54% |
$6.32K - $8.19K
|
16.3K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1K+ 8.71% |
$6.32K - $8.19K
|
12.5K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
966+ 5.79% |
$6.11K - $7.91K
|
17.6K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$6K - $7.78K
|
950
$14.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849+ 7.91% |
$5.37K - $6.95K
|
11.6K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
809+ 2.81% |
$5.11K - $6.63K
|
29.6K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
675New |
$4.27K - $5.53K
|
675
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
630New |
$3.98K - $5.16K
|
630
$9.39K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
626New |
$3.96K - $5.13K
|
626
$9.33K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
586New |
$3.7K - $4.8K
|
586
$8.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500+ 50.0% |
$3.16K - $4.09K
|
1.5K
$22.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
500New |
$3.16K - $4.09K
|
500
$7.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
370+ 17.32% |
$2.34K - $3.03K
|
2.51K
$37.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
350+ 2.61% |
$2.21K - $2.87K
|
13.8K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
306+ 2.04% |
$1.93K - $2.51K
|
15.3K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
306+ 1.26% |
$1.93K - $2.51K
|
24.6K
$366K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
277+ 36.93% |
$1.75K - $2.27K
|
1.03K
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
262New |
$1.66K - $2.15K
|
262
$3.91K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254+ 0.71% |
$1.61K - $2.08K
|
36K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
210New |
$1.33K - $1.72K
|
210
$3.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$1.26K - $1.64K
|
200
$2.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
193+ 3.38% |
$1.22K - $1.58K
|
5.9K
$88K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
192+ 309.68% |
$1.21K - $1.57K
|
254
$3.79K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
140+ 1.18% |
$885 - $1.15K
|
12K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
109New |
$689 - $893
|
109
$1.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$632 - $819
|
100
$1.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
71+ 0.41% |
$449 - $581
|
17.5K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
63+ 0.12% |
$398 - $516
|
52.4K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
59New |
$373 - $483
|
59
$880
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 0.25% |
$316 - $410
|
20.1K
$299K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
49+ 0.48% |
$310 - $401
|
10.4K
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$228 - $295
|
36
$537
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 3.18% |
$221 - $287
|
1.14K
$16.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30+ 0.21% |
$190 - $246
|
14.3K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 1.26% |
$88.5 - $115
|
1.12K
$16.7K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
13New |
$82.2 - $106
|
13
$194
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 1100.0% |
$69.5 - $90.1
|
12
$179
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 100.0% |
$63.2 - $81.9
|
20
$298
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.27% |
$50.6 - $65.5
|
253
$3.77K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
7+ 58.33% |
$44.2 - $57.3
|
19
$283
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$44.2 - $57.3
|
7
$104
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.12% |
$12.6 - $16.4
|
1.61K
$24.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|