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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-521- 4.14% |
$12.6K - $23.4K
|
12.1K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.46KNew |
$156K - $291K
|
6.46K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.49K- 25.33% |
$84.2K - $157K
|
10.3K
$578K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.79K+ 4.19% |
$164K - $306K
|
169K
$9.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 4.55% |
$265 - $495
|
253
$14.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-4.64K- 47.48% |
$112K - $209K
|
5.13K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7KNew |
$258K - $481K
|
10.7K
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-684- 0.67% |
$16.5K - $30.8K
|
101K
$5.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.41K+ 9.01% |
$34K - $63.4K
|
17.1K
$958K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
7.69KNew |
$186K - $346K
|
7.69K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-22.5K- 15.36% |
$543K - $1.01M
|
124K
$6.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 7.82% |
$1.88K - $3.51K
|
1.08K
$60.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.08K- 17.29% |
$147K - $273K
|
29.1K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 3.59% |
$965 - $1.8K
|
1.07K
$60.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-9.11K- 7.68% |
$220K - $410K
|
110K
$6.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 32.08% |
$410 - $765
|
70
$3.93K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.25% |
$145 - $270
|
485
$27.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.41K- 7.31% |
$130K - $243K
|
68.6K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 266.67% |
$193 - $360
|
11
$618
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11+ 55.0% |
$265 - $495
|
31
$1.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 131.45% |
$3.93K - $7.33K
|
287
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-38.6K- 22.04% |
$931K - $1.74M
|
137K
$7.67M
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
PUT |
-110K- 64.53% |
$2.65M - $4.93M
|
60.3K
$3.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16K+ 17.5% |
$386K - $719K
|
107K
$6.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
191+ 21.18% |
$4.61K - $8.59K
|
1.09K
$61.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-11.9K- 33.11% |
$287K - $535K
|
24K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-160- 25.76% |
$3.86K - $7.2K
|
461
$25.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 11.16% |
$627 - $1.17K
|
207
$11.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 25.51% |
$429K - $801K
|
52K
$2.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
792+ 8.13% |
$19.1K - $35.6K
|
10.5K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$432K - $806K
|
17.9K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.12KNew |
$124K - $230K
|
5.12K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-38.7K- 3.39% |
$934K - $1.74M
|
1.1M
$62M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 1.99% |
$2.44K - $4.54K
|
5.17K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 16.4% |
$40.2K - $74.9K
|
11.8K
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
28New |
$675 - $1.26K
|
28
$1.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$241 - $450
|
5
$281
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 216.75% |
$656K - $1.22M
|
39.7K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.4K+ 27.87% |
$468K - $872K
|
89K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 3.37% |
$132K - $246K
|
156K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-209- 17.49% |
$5.04K - $9.4K
|
986
$55.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 45.31% |
$699 - $1.3K
|
93
$5.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
17.7KNew |
$426K - $794K
|
17.7K
$991K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$338 - $630
|
14
$786
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 19.08% |
$3.02K - $5.62K
|
780
$43.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.05KNew |
$122K - $227K
|
5.05K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
8KNew |
$193K - $360K
|
8K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 15.8% |
$36.6K - $68.2K
|
11.1K
$624K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.1% |
$121 - $225
|
5.01K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$121 - $225
|
45
$2.53K
|