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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60.5KNew |
$546K - $1.14M
|
60.5K
$3.4M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.8K - $3.77K
|
200
$11.2K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
40New |
$360 - $754
|
40
$2.25K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-30.2K- 2.26% |
$272K - $569K
|
1.31M
$73.5M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 53.33% |
$432 - $905
|
42
$2.36K
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.5K- 37.5% |
$13.5K - $28.3K
|
2.5K
$140K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
35New |
$315 - $660
|
35
$1.97K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 7.73% |
$15.3K - $32K
|
20.3K
$1.14M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50New |
$451 - $943
|
50
$2.81K
|
|
Q1 2023 | |||||||
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
349+ 447.44% |
$3.16K - $7.38K
|
427
$24K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
100New |
$906 - $2.11K
|
100
$5.62K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8.9K- 98.91% |
$80.6K - $188K
|
98
$5.5K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 9900.0% |
$897 - $2.09K
|
100
$5.62K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$9.06K - $21.1K
|
1K
$56.2K
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
40.5K+ 491.57% |
$367K - $857K
|
48.8K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.49K+ 18.83% |
$22.5K - $52.5K
|
15.7K
$881K
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
158KNew |
$1.43M - $3.34M
|
158K
$8.86M
|
|
May 15, 2023
Q1 2023
|
Lightspeed Ultimate General Partner Ix, Ltd.
Menlo Park, CA |
BUY
|
- |
4.72MNew |
$42.8M - $99.8M
|
4.72M
$265M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
PUT |
-18.7K- 8.22% |
$169K - $395K
|
209K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
7M+ 466.67% |
$63.4M - $148M
|
8.5M
$477M
|
|
May 15, 2023
Q1 2023
|
Battery Management Corp.
Boston, MA |
BUY
|
- |
618KNew |
$5.6M - $13.1M
|
618K
$34.7M
|
|
May 15, 2023
Q1 2023
|
Lightspeed Opportunity Fund, L.P.
Menlo Park, CA |
BUY
|
- |
1.25MNew |
$11.4M - $26.5M
|
1.25M
$70.4M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.31K+ 920.42% |
$11.8K - $27.6K
|
1.45K
$81.4K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.3KNew |
$102K - $238K
|
11.3K
$632K
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-61.7K- 87.21% |
$559K - $1.31M
|
9.06K
$509K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 9.85% |
$9.3K - $21.7K
|
11.4K
$643K
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10.1KNew |
$91.5K - $214K
|
10.1K
$567K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.23K- 22.62% |
$83.6K - $195K
|
31.6K
$1.77M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.7KNew |
$133K - $311K
|
14.7K
$826K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
76+ 62.3% |
$689 - $1.61K
|
198
$11.1K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
520+ 52000.0% |
$4.71K - $11K
|
521
$29.3K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-7.7K- 24.84% |
$69.8K - $163K
|
23.3K
$1.31M
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
167New |
$1.51K - $3.53K
|
167
$9.38K
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-70K- 99.19% |
$634K - $1.48M
|
570
$32K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-88- 8.88% |
$797 - $1.86K
|
903
$50.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$1.98K - $4.61K
|
218
$12.2K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
77New |
$698 - $1.63K
|
77
$4.32K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
483K+ 89.87% |
$4.37M - $10.2M
|
1.02M
$57.3M
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$90.6 - $211
|
10
$562
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
335New |
$3.04K - $7.08K
|
335
$18.8K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 64.52% |
$906 - $2.11K
|
55
$3.09K
|
|
Apr 07, 2023
Q1 2023
|
Tuttle Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$96.4K - $225K
|
10.6K
$598K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
14.3KNew |
$130K - $303K
|
14.3K
$804K
|
|
Q4 2022 | |||||||
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$44.6 - $108
|
5
$281
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
151KNew |
$1.34M - $3.26M
|
151K
$8.47M
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.5KNew |
$103K - $249K
|
11.5K
$647K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1KNew |
$8.91K - $21.6K
|
1K
$56.2K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
83+ 1.83% |
$740 - $1.79K
|
4.61K
$259K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.1KNew |
$9.8K - $23.8K
|
1.1K
$61.8K
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.3KNew |
$91.8K - $223K
|
10.3K
$578K
|