Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$231 - $437
|
15
$884
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
292New |
$11.2K - $21.3K
|
292
$17.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.18K- 70.04% |
$84K - $159K
|
934
$55.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.3K+ 10.79% |
$935K - $1.77M
|
249K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.9K- 96.65% |
$150K - $284K
|
135
$7.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-117- 25.38% |
$4.5K - $8.52K
|
344
$20.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-666- 61.95% |
$25.6K - $48.5K
|
409
$24.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4KNew |
$154K - $292K
|
4K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.64K+ 57.45% |
$140K - $265K
|
9.98K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-79- 15.4% |
$3.04K - $5.76K
|
434
$25.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29KNew |
$1.11M - $2.11M
|
29K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.05K- 20.42% |
$40.3K - $76.4K
|
4.08K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 0.36% |
$808 - $1.53K
|
5.82K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
217KNew |
$8.36M - $15.8M
|
217K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1KNew |
$38.5K - $72.9K
|
1K
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.41KNew |
$131K - $248K
|
3.41K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.8K- 43.92% |
$878K - $1.66M
|
29.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.22KNew |
$201K - $381K
|
5.22K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.84KNew |
$340K - $644K
|
8.84K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.4K+ 73.93% |
$323K - $612K
|
19.8K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 4.35% |
$3.85K - $7.29K
|
2.4K
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-9K- 6.59% |
$346K - $656K
|
128K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
PUT |
-10.3K- 17.08% |
$396K - $750K
|
50K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
16.2KNew |
$623K - $1.18M
|
16.2K
$954K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
496+ 45.38% |
$19.1K - $36.1K
|
1.59K
$93.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
36.9KNew |
$1.42M - $2.68M
|
36.9K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-48- 2.76% |
$1.85K - $3.5K
|
1.69K
$99.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16KNew |
$160K - $303K
|
4.16K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.45KNew |
$133K - $251K
|
3.45K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-97.2K- 88.72% |
$3.74M - $7.08M
|
12.4K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-79K- 7.15% |
$3.04M - $5.76M
|
1.03M
$60.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 64.52% |
$770 - $1.46K
|
11
$648
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.01KNew |
$38.9K - $73.6K
|
1.01K
$59.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.88K- 36.12% |
$72.4K - $137K
|
3.33K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.75KNew |
$260K - $492K
|
6.75K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3KNew |
$474K - $897K
|
12.3K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
55New |
$2.12K - $4.01K
|
55
$3.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
770+ 9.09% |
$29.6K - $56.1K
|
9.24K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.61KNew |
$370K - $700K
|
9.61K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
357+ 6.97% |
$13.7K - $26K
|
5.48K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9.34K- 32.13% |
$359K - $680K
|
19.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.55KNew |
$213K - $404K
|
5.55K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3.37K+ 53.18% |
$130K - $245K
|
9.7K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.05KNew |
$156K - $295K
|
4.05K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.85K - $7.29K
|
100
$5.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 56.25% |
$346 - $656
|
25
$1.47K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
540New |
$20.8K - $39.3K
|
540
$31.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.67K+ 26.49% |
$64.2K - $122K
|
7.97K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410+ 356.52% |
$15.8K - $29.9K
|
525
$30.9K
|