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 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-6.6KClosed |
$96.6K - $315K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-226K- 45.36% |
$3.3M - $10.8M
|
272K
$11.2M
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
BUY
|
- |
362+ 2.96% |
$5.3K - $17.3K
|
12.6K
$518K
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
5.75K+ 23.64% |
$84.1K - $274K
|
30.1K
$1.24M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.32K+ 29.67% |
$63.1K - $206K
|
18.9K
$776K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 100.0% |
$43.9 - $143
|
6
$247
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-750Closed |
$11K - $35.8K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 68.67% |
$67.6K - $220K
|
11.3K
$467K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$219 - $716
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8Closed |
$117 - $382
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-7.4KClosed |
$108K - $353K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$1.46K - $4.77K
|
100
$4.12K
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-6.01KClosed |
$87.9K - $286K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
SELL
|
- |
-64.1KClosed |
$938K - $3.06M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-51.1KClosed |
$747K - $2.44M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 200.0% |
$1.46K - $4.77K
|
150
$6.17K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-35- 41.18% |
$512 - $1.67K
|
50
$2.06K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-5.11KClosed |
$74.7K - $244K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
87New |
$1.27K - $4.15K
|
87
$3.58K
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-26.3K- 69.85% |
$385K - $1.25M
|
11.4K
$467K
|
|
Jul 26, 2022
Q2 2022
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
41KNew |
$600K - $1.96M
|
41K
$1.69M
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-6.64KClosed |
$97.2K - $317K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-27.6KClosed |
$404K - $1.32M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
14New |
$205 - $668
|
14
$576
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 66.67% |
$1.46K - $4.77K
|
250
$10.3K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
265+ 530.0% |
$3.88K - $12.6K
|
315
$13K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.3K+ 185.71% |
$19K - $62K
|
2K
$82.3K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-46Closed |
$673 - $2.19K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 28.57% |
$732 - $2.39K
|
125
$5.15K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$4.39K - $14.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-7.39KClosed |
$108K - $352K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.33KClosed |
$107K - $350K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
15.1K+ 76.05% |
$221K - $721K
|
35K
$1.44M
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.8KClosed |
$143K - $467K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-544Closed |
$7.96K - $25.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-18Closed |
$263 - $859
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.5K- 50.0% |
$39.3K - $143K
|
1.5K
$61.7K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.91KClosed |
$103K - $373K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-150Closed |
$3.93K - $14.3K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-8.96KClosed |
$235K - $853K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.34M+ 96.19% |
$35.2M - $128M
|
2.74M
$113M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
64New |
$1.68K - $6.09K
|
64
$2.63K
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.01KClosed |
$52.8K - $192K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-30KClosed |
$787K - $2.86M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.62KClosed |
$68.7K - $250K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-352Closed |
$9.23K - $33.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-22.7KClosed |
$594K - $2.16M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-75KClosed |
$1.97M - $7.14M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
SELL
|
- |
-803KClosed |
$21.1M - $76.5M
|
0
$0
|