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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$6.81K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 43.48% |
$89.1 - $216
|
33
$2.25K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-201- 50.63% |
$1.79K - $4.34K
|
196
$13.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.44K+ 0.31% |
$12.8K - $31.1K
|
470K
$32M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$347 - $843
|
39
$2.65K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.37K- 98.87% |
$38.9K - $94.3K
|
50
$3.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.72K- 5.85% |
$68.8K - $167K
|
124K
$8.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
530New |
$4.72K - $11.5K
|
530
$36.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
388New |
$3.46K - $8.38K
|
388
$26.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
20K+ 69.2% |
$178K - $432K
|
48.9K
$3.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$446 - $1.08K
|
50
$3.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
724New |
$6.45K - $15.6K
|
724
$49.3K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$344 - $798
|
20
$1.36K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
81.1K+ 405.5% |
$1.39M - $3.24M
|
101K
$6.88M
|
|
|
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
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-80- 21.33% |
$1.38K - $3.19K
|
295
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 8.26% |
$32.4K - $75.2K
|
24.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
60KNew |
$1.03M - $2.39M
|
60K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.3KNew |
$297K - $689K
|
17.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-54- 5.33% |
$928 - $2.16K
|
960
$65.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
24.7KNew |
$425K - $988K
|
24.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14.1KNew |
$242K - $561K
|
14.1K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
18.5KNew |
$319K - $740K
|
18.5K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
221KNew |
$3.79M - $8.8M
|
221K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
16New |
$275 - $639
|
16
$1.09K
|
|
|
Nov 14, 2022
Q3 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
- |
-235K- 89.0% |
$4.05M - $9.39M
|
29.1K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
45KNew |
$774K - $1.8M
|
45K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
PUT |
-900K- 81.82% |
$15.5M - $35.9M
|
200K
$13.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-548- 3.66% |
$9.42K - $21.9K
|
14.4K
$983K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-33.2K- 50.51% |
$570K - $1.32M
|
32.5K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.77K+ 54.76% |
$64.8K - $150K
|
10.7K
$725K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 4.43% |
$20.6K - $47.9K
|
28.3K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.6K- 18.31% |
$233K - $541K
|
60.5K
$4.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$241 - $559
|
14
$953
|
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
10KNew |
$172K - $399K
|
10K
$681K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
104New |
$1.79K - $4.15K
|
104
$7.08K
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-422- 2.41% |
$7.25K - $16.8K
|
17.1K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Regents Of The University Of California
|
BUY
|
- |
49.8KNew |
$857K - $1.99M
|
49.8K
$3.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
37.8K+ 0.92% |
$650K - $1.51M
|
4.15M
$282M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-80- 93.02% |
$1.38K - $3.19K
|
6
$408
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
743New |
$12.8K - $29.7K
|
743
$50.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
278New |
$4.78K - $11.1K
|
278
$18.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.13% |
$17.2 - $39.9
|
48
$3.27K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
896New |
$15.4K - $35.8K
|
896
$61K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 32.43% |
$413 - $958
|
50
$3.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14KNew |
$241K - $560K
|
14K
$955K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.81KNew |
$31.1K - $72.3K
|
1.81K
$123K
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.48K+ 16.53% |
$42.6K - $99K
|
17.5K
$1.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
10.3KNew |
$176K - $409K
|
10.3K
$698K
|
|