Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-420- 59.57% |
$1.81K - $2.5K
|
285
$5.11K
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.63% |
$430 - $595
|
15.8K
$283K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.26M- 43.11% |
$30.3M - $51.5M
|
8.27M
$148M
|
|
Oct 27, 2022
Q3 2022
|
Dcm International Vi, Ltd.
|
SELL
|
- |
-1.67M- 16.67% |
$8.1M - $13.8M
|
8.36M
$150M
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45.7KClosed |
$221K - $376K
|
0
$0
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44.8KClosed |
$217K - $368K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-38K- 20.42% |
$184K - $313K
|
148K
$2.65M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 50.0% |
$79.4K - $135K
|
16.4K
$294K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 18.2% |
$12.2K - $20.7K
|
11.3K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.01K- 6.81% |
$4.88K - $8.3K
|
13.8K
$247K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-982- 8.61% |
$4.75K - $8.08K
|
10.4K
$187K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-650- 1.61% |
$3.15K - $5.35K
|
39.8K
$713K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-350- 2.34% |
$1.69K - $2.88K
|
14.6K
$261K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.56MClosed |
$13.4M - $25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.95MClosed |
$10.3M - $19.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.08MClosed |
$5.68M - $10.6M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-695KClosed |
$3.65M - $6.79M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-608KClosed |
$3.19M - $5.94M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-563KClosed |
$2.96M - $5.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-384KClosed |
$2.02M - $3.75M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-277KClosed |
$1.45M - $2.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-244KClosed |
$1.28M - $2.39M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-230KClosed |
$1.21M - $2.24M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-219KClosed |
$1.15M - $2.14M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-214KClosed |
$1.12M - $2.09M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-130KClosed |
$684K - $1.27M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-110KClosed |
$578K - $1.07M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-91.8KClosed |
$482K - $897K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-81KClosed |
$425K - $791K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-77.8KClosed |
$408K - $760K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-76.1KClosed |
$400K - $744K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-74.1KClosed |
$389K - $724K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-60KClosed |
$315K - $586K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-57.9KClosed |
$304K - $565K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-57.5KClosed |
$302K - $562K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-47KClosed |
$247K - $459K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-46.3KClosed |
$243K - $452K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46.1KClosed |
$242K - $450K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-45KClosed |
$236K - $440K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-39.9KClosed |
$210K - $390K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-38.2KClosed |
$201K - $373K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-32.9K- 88.85% |
$173K - $321K
|
4.12K
$73.9K
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-29KClosed |
$152K - $283K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-26.7KClosed |
$140K - $261K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-24.2K- 22.0% |
$127K - $236K
|
85.8K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-23K- 39.26% |
$121K - $224K
|
35.5K
$637K
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-22.6KClosed |
$119K - $221K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-20.6KClosed |
$108K - $201K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-19.5KClosed |
$102K - $190K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.1KClosed |
$73.9K - $138K
|
0
$0
|