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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-24.3K- 44.77% |
$870K - $1.68M
|
30K
$2.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123New |
$4.4K - $8.5K
|
123
$9.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
12New |
$429 - $830
|
12
$919
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-25.2K- 47.22% |
$902K - $1.74M
|
28.2K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.7K+ 236.63% |
$1.53M - $2.95M
|
60.7K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
8.01KNew |
$286K - $554K
|
8.01K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
853New |
$30.5K - $59K
|
853
$65.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.01KNew |
$251K - $485K
|
7.01K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.16K- 44.95% |
$184K - $356K
|
6.32K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 57.14% |
$286 - $553
|
22
$1.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48KNew |
$124K - $240K
|
3.48K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
18.9KNew |
$677K - $1.31M
|
18.9K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-673- 12.01% |
$24.1K - $46.5K
|
4.93K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.65KNew |
$202K - $391K
|
5.65K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.91KNew |
$175K - $339K
|
4.91K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 40.91% |
$322 - $622
|
13
$995
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
305+ 2178.57% |
$10.9K - $21.1K
|
319
$24.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.16KNew |
$113K - $219K
|
3.16K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-246- 0.32% |
$8.79K - $17K
|
76K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.49K+ 4.37% |
$125K - $241K
|
83.3K
$6.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.48KNew |
$160K - $310K
|
4.48K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-181- 63.73% |
$6.47K - $12.5K
|
103
$7.89K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.87KNew |
$245K - $475K
|
6.87K
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 0.2% |
$358 - $691
|
5K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.2KNew |
$365K - $705K
|
10.2K
$781K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
48+ 1.04% |
$1.72K - $3.32K
|
4.64K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-2.15K- 27.46% |
$76.8K - $149K
|
5.68K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
96+ 77.42% |
$3.43K - $6.64K
|
220
$16.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-742- 10.88% |
$26.5K - $51.3K
|
6.08K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.27K- 33.29% |
$81.3K - $157K
|
4.56K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
264+ 86.56% |
$9.44K - $18.3K
|
569
$43.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
35+ 0.29% |
$1.25K - $2.42K
|
12.3K
$942K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 15.56% |
$6.26K - $12.1K
|
1.3K
$99.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.25KNew |
$116K - $225K
|
3.25K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-31- 75.61% |
$1.11K - $2.14K
|
10
$766
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
242New |
$8.65K - $16.7K
|
242
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57+ 1.14% |
$2.04K - $3.94K
|
5.04K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
129+ 1.51% |
$4.61K - $8.92K
|
8.66K
$663K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38KNew |
$228K - $441K
|
6.38K
$488K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.25KNew |
$188K - $363K
|
5.25K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.27KNew |
$117K - $226K
|
3.27K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11.6KNew |
$413K - $799K
|
11.6K
$885K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.78K- 1.29% |
$63.5K - $123K
|
136K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Amanah Holdings Trust
London, |
BUY
|
- |
519KNew |
$18.6M - $35.9M
|
519K
$39.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 37.5% |
$215 - $415
|
10
$766
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-193- 57.1% |
$6.9K - $13.3K
|
145
$11.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.29% |
$143 - $277
|
1.39K
$106K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
158+ 3.88% |
$5.65K - $10.9K
|
4.23K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-926- 18.63% |
$33.1K - $64K
|
4.05K
$310K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.79KNew |
$171K - $331K
|
4.79K
$366K
|