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 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.84K+ 13.92% |
$67.7K - $114K
|
31.4K
$873K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.82K+ 14.39% |
$67.4K - $114K
|
30.4K
$845K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.77KNew |
$66.5K - $112K
|
3.77K
$105K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.75K+ 121.62% |
$66.2K - $112K
|
6.84K
$190K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.13% |
$62.7K - $106K
|
89.7K
$2.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.4KNew |
$60K - $101K
|
3.4K
$94.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.33KNew |
$58.7K - $99.1K
|
3.33K
$92.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
3.26KNew |
$57.4K - $97K
|
3.26K
$90.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.2KNew |
$56.4K - $95.4K
|
3.2K
$89K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 3.52% |
$56K - $94.6K
|
93.3K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.17K+ 17.02% |
$55.9K - $94.5K
|
21.8K
$606K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.15K+ 10.88% |
$55.6K - $94K
|
32.1K
$894K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.14K+ 5.37% |
$55.3K - $93.5K
|
61.6K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$54.8K - $92.6K
|
3.11K
$86.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.06K+ 13.78% |
$53.9K - $91.1K
|
25.2K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
3.04K+ 19.41% |
$53.5K - $90.5K
|
18.7K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3KNew |
$52.9K - $89.4K
|
3K
$83.5K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3KNew |
$52.9K - $89.4K
|
3K
$83.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.76KNew |
$48.8K - $82.4K
|
2.76K
$76.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.76K+ 34.94% |
$48.7K - $82.4K
|
10.7K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.71KNew |
$47.8K - $80.8K
|
2.71K
$75.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.66K+ 2.95% |
$47K - $79.4K
|
93.1K
$2.59M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.59K+ 12.06% |
$45.7K - $77.3K
|
24.1K
$670K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.5K+ 744.05% |
$44.1K - $74.5K
|
2.84K
$78.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.48K+ 1.56% |
$43.7K - $73.9K
|
162K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.32K+ 13.8% |
$40.8K - $69K
|
19.1K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.12K+ 5.9% |
$37.4K - $63.1K
|
38K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.12K+ 14.5% |
$37.3K - $63K
|
16.7K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.06K+ 14.33% |
$36.3K - $61.3K
|
16.4K
$456K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 3.29% |
$35.2K - $59.5K
|
62.7K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 5.81% |
$34.2K - $57.9K
|
35.3K
$983K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.92K+ 11.48% |
$33.9K - $57.2K
|
18.6K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.92K+ 2.73% |
$33.8K - $57.2K
|
72.3K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
1.9KNew |
$33.5K - $56.6K
|
1.9K
$52.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.89K+ 7.77% |
$33.4K - $56.4K
|
26.2K
$730K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.81K+ 10.23% |
$31.9K - $53.9K
|
19.5K
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 296.83% |
$31.4K - $53K
|
2.38K
$66.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.78K+ 888.0% |
$31.3K - $52.9K
|
1.98K
$55K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
1.73KNew |
$30.6K - $51.7K
|
1.73K
$48.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.73K+ 16.16% |
$30.5K - $51.5K
|
12.4K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 15.45% |
$29.9K - $50.6K
|
12.7K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.68K+ 11.97% |
$29.7K - $50.1K
|
15.7K
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.57K+ 15.32% |
$27.7K - $46.8K
|
11.8K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 6.27% |
$26.7K - $45K
|
25.6K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.43KNew |
$25.2K - $42.6K
|
1.43K
$39.8K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 12.39% |
$24.7K - $41.7K
|
12.7K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35KNew |
$23.8K - $40.3K
|
1.35K
$37.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.33K+ 6.36% |
$23.5K - $39.6K
|
22.3K
$619K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.32K+ 11.39% |
$23.3K - $39.4K
|
12.9K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.32K+ 1.49% |
$23.2K - $39.3K
|
89.8K
$2.5M
|
|