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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-81.9K- 99.88% |
$1.36M - $4.21M
|
95
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
4New |
$66.6 - $206
|
4
$272
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-113- 31.48% |
$1.88K - $5.81K
|
246
$16.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 50.0% |
$832 - $2.57K
|
50
$3.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$68.3K - $211K
|
4.1K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-895K- 44.94% |
$14.9M - $46M
|
1.1M
$74.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-4.35K- 23.91% |
$72.3K - $223K
|
13.8K
$941K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
15.8KNew |
$263K - $812K
|
15.8K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$122K - $376K
|
7.32K
$498K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 40.0% |
$33.3 - $103
|
3
$204
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$1.66K - $5.14K
|
100
$6.81K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$153K - $474K
|
9.22K
$628K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$33.3 - $103
|
2
$136
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
55New |
$915 - $2.83K
|
55
$3.74K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-950- 49.71% |
$15.8K - $48.8K
|
961
$65.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-89.4K- 83.03% |
$1.49M - $4.6M
|
18.3K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2KNew |
$33.3K - $103K
|
2K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
4.5KNew |
$74.9K - $231K
|
4.5K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-7.06K- 72.24% |
$117K - $363K
|
2.71K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$582 - $1.8K
|
35
$2.38K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$476K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
80New |
$1.33K - $4.11K
|
80
$5.44K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 9900.0% |
$24.7K - $76.3K
|
1.5K
$102K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$476K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-62K- 41.16% |
$1.03M - $3.19M
|
88.6K
$6.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Renaissance Capital LLC
|
BUY
|
- |
33.9K+ 30.82% |
$564K - $1.74M
|
144K
$9.79M
|
|
| Q3 2023 | |||||||
|
Feb 14, 2025
Q3 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
23.1K+ 49.8% |
$315K - $577K
|
69.4K
$4.72M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
37.7KNew |
$515K - $943K
|
37.7K
$2.57M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-989Closed |
$13.5K - $24.7K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.6K+ 10.62% |
$62.8K - $115K
|
47.9K
$3.26M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
800New |
$10.9K - $20K
|
800
$54.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.48K+ 7.88% |
$20.1K - $36.9K
|
20.2K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-34- 33.66% |
$464 - $850
|
67
$4.56K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
331New |
$4.52K - $8.28K
|
331
$22.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
100KNew |
$1.37M - $2.5M
|
100K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
17.8K+ 321.03% |
$243K - $445K
|
23.3K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-117K- 73.69% |
$1.6M - $2.94M
|
41.9K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.13KNew |
$29.1K - $53.4K
|
2.13K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
20.9KNew |
$285K - $522K
|
20.9K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-177K- 89.84% |
$2.41M - $4.42M
|
20K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
17.4KNew |
$238K - $435K
|
17.4K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.3K- 1.07% |
$17.7K - $32.4K
|
120K
$8.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Adams Street Partners LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$240K - $440K
|
17.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.5K- 12.5% |
$34.1K - $62.5K
|
17.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 37.04% |
$410 - $750
|
51
$3.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.01K+ 7.16% |
$68.4K - $125K
|
75K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
27.5KNew |
$375K - $688K
|
27.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
326New |
$4.45K - $8.15K
|
326
$22.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10New |
$137 - $250
|
10
$681
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.8KNew |
$134K - $245K
|
9.8K
$667K
|
|