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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-600- 0.86% |
$26.2K - $48.6K
|
69.2K
$4.71M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
89+ 1.52% |
$3.89K - $7.21K
|
5.95K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$393 - $729
|
9
$613
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$961 - $1.78K
|
22
$1.5K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.25K- 20.98% |
$98.3K - $182K
|
8.48K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-483- 48.3% |
$21.1K - $39.1K
|
517
$35.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
569+ 11.3% |
$24.9K - $46.1K
|
5.6K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.22KNew |
$228K - $423K
|
5.22K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
50.7K+ 171.89% |
$2.21M - $4.1M
|
80.2K
$5.46M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.7K+ 30.99% |
$380K - $704K
|
36.8K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
389+ 1.85% |
$17K - $31.5K
|
21.4K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.62KNew |
$114K - $212K
|
2.62K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-21.2K- 27.34% |
$926K - $1.72M
|
56.3K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 30.77% |
$175 - $324
|
17
$1.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
219+ 63.66% |
$9.57K - $17.7K
|
563
$38.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.36K- 34.06% |
$103K - $191K
|
4.56K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
692+ 5.56% |
$30.2K - $56K
|
13.1K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$524 - $972
|
12
$817
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 1.59% |
$219K - $405K
|
320K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-41- 0.7% |
$1.79K - $3.32K
|
5.85K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 417.77% |
$636K - $1.18M
|
18K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$8.74K - $16.2K
|
200
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 893.23% |
$7.25M - $13.4M
|
184K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-83.1K- 23.11% |
$3.63M - $6.73M
|
277K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
8.12KNew |
$355K - $658K
|
8.12K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
284New |
$12.4K - $23K
|
284
$19.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
873+ 8.75% |
$38.2K - $70.7K
|
10.9K
$739K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41New |
$1.79K - $3.32K
|
41
$2.79K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$66.6K - $123K
|
1.52K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-16.1K- 25.81% |
$704K - $1.3M
|
46.3K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-630- 4.73% |
$27.5K - $51K
|
12.7K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-34.4K- 39.19% |
$1.5M - $2.79M
|
53.4K
$3.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
827+ 8.53% |
$36.1K - $67K
|
10.5K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
280+ 2.08% |
$12.2K - $22.7K
|
13.8K
$937K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 2.88% |
$1.75K - $3.24K
|
1.35K
$91.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
103+ 10.2% |
$4.5K - $8.34K
|
1.11K
$75.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-11- 44.0% |
$481 - $891
|
14
$953
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.58K+ 251.8% |
$375K - $695K
|
12K
$816K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.14K+ 85.15% |
$137K - $254K
|
6.83K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44.5K+ 2800.19% |
$1.94M - $3.6M
|
46.1K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
992KNew |
$43.3M - $80.3M
|
992K
$67.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-18.3K- 62.69% |
$799K - $1.48M
|
10.9K
$740K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.66KNew |
$116K - $215K
|
2.66K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
164New |
$7.17K - $13.3K
|
164
$11.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
1.95K+ 16.81% |
$85.2K - $158K
|
13.6K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$699 - $1.3K
|
16
$1.09K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-735- 99.32% |
$32.1K - $59.5K
|
5
$340
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-96- 0.81% |
$4.2K - $7.77K
|
11.7K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.27% |
$43.7 - $81
|
78
$5.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.2KNew |
$227K - $421K
|
5.2K
$354K
|