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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$241 - $450
|
10
$681
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.49KNew |
$132K - $247K
|
5.49K
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
129+ 0.49% |
$3.11K - $5.8K
|
26.4K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.66K- 60.39% |
$185K - $345K
|
5.02K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
18.5KNew |
$446K - $832K
|
18.5K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$145 - $270
|
6
$408
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 4.55% |
$265 - $495
|
253
$17.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
7.69KNew |
$186K - $346K
|
7.69K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.25% |
$145 - $270
|
485
$33K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 266.67% |
$193 - $360
|
11
$749
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 11.16% |
$627 - $1.17K
|
207
$14.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$432K - $806K
|
17.9K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
28New |
$675 - $1.26K
|
28
$1.91K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.4K+ 27.87% |
$468K - $872K
|
89K
$6.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 3.37% |
$132K - $246K
|
156K
$10.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$338 - $630
|
14
$953
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$121 - $225
|
45
$3.06K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 60.0% |
$3.62K - $6.75K
|
100
$6.81K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.04K- 83.87% |
$25.1K - $46.8K
|
200
$13.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
701New |
$16.9K - $31.5K
|
701
$47.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
50.9KNew |
$1.23M - $2.29M
|
50.9K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$48.2 - $90
|
2
$136
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 10.87% |
$121 - $225
|
41
$2.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
737New |
$17.8K - $33.2K
|
737
$50.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.82K- 90.49% |
$92.2K - $172K
|
402
$27.4K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
12KNew |
$343K - $431K
|
12K
$814K
|
|
|
Feb 12, 2025
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
120K+ 240.0% |
$3.45M - $4.32M
|
170K
$11.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$28.7 - $36
|
1
$68.1
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
457New |
$13.1K - $16.5K
|
457
$31.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Dragoneer Investment Group, LLC
San Francisco, CA |
BUY
|
- |
1.5MNew |
$43M - $53.9M
|
1.5M
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.2KNew |
$1.61M - $2.02M
|
56.2K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.5KNew |
$215K - $270K
|
7.5K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
200KNew |
$5.74M - $7.2M
|
200K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
88KNew |
$2.53M - $3.17M
|
88K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
70KNew |
$2.01M - $2.52M
|
70K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-2.02K- 10.14% |
$57.9K - $72.7K
|
17.9K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
400New |
$11.5K - $14.4K
|
400
$27.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-170K- 90.43% |
$4.88M - $6.12M
|
18K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 14.29% |
$574 - $720
|
160
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.08K+ 0.04% |
$117K - $147K
|
9.97M
$679M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.6% |
$1.32K - $1.66K
|
7.74K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$287 - $360
|
24.5K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$287 - $360
|
10
$681
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.96K- 92.53% |
$142K - $179K
|
400
$27.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-51.2K- 20.09% |
$1.47M - $1.84M
|
204K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.11KNew |
$175K - $220K
|
6.11K
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
12.5KNew |
$359K - $450K
|
12.5K
$851K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.17K+ 894.85% |
$235K - $294K
|
9.08K
$618K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
900New |
$25.8K - $32.4K
|
900
$61.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$28.7 - $36
|
1
$68.1
|
|