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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$180K - $556K
|
10.8K
$445K
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
22.5KNew |
$374K - $1.16M
|
22.5K
$926K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.35KNew |
$72.4K - $224K
|
4.35K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.2KNew |
$69.9K - $216K
|
4.2K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
219New |
$3.64K - $11.3K
|
219
$9.01K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
134New |
$2.23K - $6.89K
|
134
$5.52K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
700New |
$11.6K - $36K
|
700
$28.8K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.44KNew |
$73.9K - $228K
|
4.44K
$183K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9KNew |
$150K - $463K
|
9K
$370K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
4.4KNew |
$73.2K - $226K
|
4.4K
$181K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.34KNew |
$106K - $326K
|
6.34K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-29.2K- 84.38% |
$485K - $1.5M
|
5.4K
$222K
|
|
Feb 13, 2024
Q4 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
PUT |
80K+ 40.0% |
$1.33M - $4.11M
|
280K
$11.5M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55New |
$915 - $2.83K
|
55
$2.26K
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
101KNew |
$1.68M - $5.18M
|
101K
$4.15M
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
9.76K+ 15.39% |
$162K - $501K
|
73.2K
$3.01M
|
|
Feb 13, 2024
Q4 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
38.7KNew |
$644K - $1.99M
|
38.7K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75New |
$1.25K - $3.85K
|
75
$3.09K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.08KNew |
$67.9K - $210K
|
4.08K
$168K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$1.66K - $5.14K
|
100
$4.12K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.38KNew |
$106K - $328K
|
6.38K
$263K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
24.4K+ 56727.91% |
$406K - $1.25M
|
24.4K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-290- 1.8% |
$4.83K - $14.9K
|
15.8K
$651K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
25KNew |
$416K - $1.28M
|
25K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.21KNew |
$70K - $216K
|
4.21K
$173K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$72.4K - $223K
|
4.35K
$179K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$99.8 - $308
|
6
$247
|
|
Feb 09, 2024
Q4 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
45.9KNew |
$763K - $2.36M
|
45.9K
$1.89M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02KNew |
$83.5K - $258K
|
5.02K
$206K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-81.9K- 99.88% |
$1.36M - $4.21M
|
95
$3.91K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
4New |
$66.6 - $206
|
4
$165
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-113- 31.48% |
$1.88K - $5.81K
|
246
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 50.0% |
$832 - $2.57K
|
50
$2.06K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$68.3K - $211K
|
4.1K
$169K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-895K- 44.94% |
$14.9M - $46M
|
1.1M
$45.1M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 23.26% |
$166 - $514
|
53
$2.18K
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.87KNew |
$81K - $250K
|
4.87K
$200K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-14- 1.33% |
$233 - $719
|
1.04K
$42.8K
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-4.35K- 23.91% |
$72.3K - $223K
|
13.8K
$569K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.19KNew |
$69.8K - $215K
|
4.19K
$173K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
15.8KNew |
$263K - $812K
|
15.8K
$650K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$122K - $376K
|
7.32K
$301K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 40.0% |
$33.3 - $103
|
3
$123
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$1.66K - $5.14K
|
100
$4.12K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$153K - $474K
|
9.22K
$380K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-13.4K- 44.75% |
$224K - $691K
|
16.6K
$683K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.05KNew |
$83.9K - $259K
|
5.05K
$208K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$33.3 - $103
|
2
$82.3
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$211K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
55New |
$915 - $2.83K
|
55
$2.26K
|