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, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
52KNew |
$463K - $1.12M
|
52K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-868- 7.33% |
$7.73K - $18.8K
|
11K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$114K - $277K
|
12.8K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
123KNew |
$1.09M - $2.65M
|
123K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
250KNew |
$2.23M - $5.4M
|
250K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.4KNew |
$111K - $268K
|
12.4K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$446K - $1.08M
|
50K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
48.7KNew |
$434K - $1.05M
|
48.7K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
20New |
$178 - $432
|
20
$1.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
24.6K+ 90.77% |
$219K - $531K
|
51.7K
$3.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12.2KNew |
$109K - $264K
|
12.2K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
10.2KNew |
$90.8K - $220K
|
10.2K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
40New |
$356 - $864
|
40
$2.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
27K+ 166.32% |
$241K - $584K
|
43.3K
$3.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.03K+ 2.7% |
$9.21K - $22.3K
|
39.3K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$1.78K - $4.32K
|
200
$14.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-96K- 23.36% |
$855K - $2.07M
|
315K
$23.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$107 - $259
|
12
$895
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
66New |
$588 - $1.43K
|
66
$4.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
5KNew |
$44.6K - $108K
|
5K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.68K- 9.01% |
$15K - $36.3K
|
17K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85- 89.47% |
$757 - $1.84K
|
10
$746
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.5K+ 37.5% |
$147K - $357K
|
60.5K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
64.5KNew |
$575K - $1.39M
|
64.5K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.1KNew |
$108K - $261K
|
12.1K
$903K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-188- 0.26% |
$1.68K - $4.06K
|
73.5K
$5.48M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$7.46K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 43.48% |
$89.1 - $216
|
33
$2.46K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-201- 50.63% |
$1.79K - $4.34K
|
196
$14.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.44K+ 0.31% |
$12.8K - $31.1K
|
470K
$35.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$347 - $843
|
39
$2.91K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.37K- 98.87% |
$38.9K - $94.3K
|
50
$3.73K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.72K- 5.85% |
$68.8K - $167K
|
124K
$9.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
530New |
$4.72K - $11.5K
|
530
$39.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
388New |
$3.46K - $8.38K
|
388
$28.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
20K+ 69.2% |
$178K - $432K
|
48.9K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$446 - $1.08K
|
50
$3.73K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
724New |
$6.45K - $15.6K
|
724
$54K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$344 - $798
|
20
$1.49K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
81.1K+ 405.5% |
$1.39M - $3.24M
|
101K
$7.54M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100Closed |
$1.72K - $3.99K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
195K+ 195.0% |
$3.35M - $7.78M
|
295K
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-80- 21.33% |
$1.38K - $3.19K
|
295
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 8.26% |
$32.4K - $75.2K
|
24.7K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
60KNew |
$1.03M - $2.39M
|
60K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.3KNew |
$297K - $689K
|
17.3K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1.67KNew |
$28.6K - $66.5K
|
1.67K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-54- 5.33% |
$928 - $2.16K
|
960
$71.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
24.7KNew |
$425K - $988K
|
24.7K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14.1KNew |
$242K - $561K
|
14.1K
$1.05M
|
|