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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 94.07% |
$3.71K - $5.46K
|
7
$288
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-14- 0.07% |
$468 - $689
|
19.5K
$803K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 200.0% |
$267 - $394
|
12
$494
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300New |
$10K - $14.8K
|
300
$12.3K
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10KNew |
$334K - $492K
|
10K
$412K
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-67.9K- 8.96% |
$2.27M - $3.34M
|
690K
$28.4M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-140- 68.63% |
$4.68K - $6.89K
|
64
$2.63K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 48.54% |
$10K - $14.8K
|
318
$13.1K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-130K- 88.58% |
$4.35M - $6.41M
|
16.8K
$691K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$167 - $246
|
5
$206
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
26.9KNew |
$899K - $1.32M
|
26.9K
$1.11M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.34K- 3.63% |
$44.9K - $66.1K
|
35.6K
$1.47M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 18.66% |
$105K - $155K
|
13.7K
$564K
|
|
Apr 15, 2024
Q1 2024
|
Rja Asset Management LLC
Stamford, CT |
BUY
|
- |
397KNew |
$13.3M - $19.6M
|
397K
$16.4M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 0.2% |
$334 - $492
|
5K
$206K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
28New |
$936 - $1.38K
|
28
$1.15K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 12.14% |
$568 - $837
|
123
$5.06K
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.4KNew |
$89.9K - $278K
|
5.4K
$222K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$211K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$499 - $1.54K
|
30
$1.23K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-120- 63.16% |
$2K - $6.17K
|
70
$2.88K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
669New |
$11.1K - $34.4K
|
669
$27.5K
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
100KNew |
$1.66M - $5.14M
|
100K
$4.12M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20New |
$333 - $1.03K
|
20
$823
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
PUT |
150KNew |
$2.5M - $7.71M
|
150K
$6.17M
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.04K- 0.64% |
$17.4K - $53.7K
|
161K
$6.63M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.1KNew |
$102K - $313K
|
6.1K
$251K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.25KNew |
$87.3K - $270K
|
5.25K
$216K
|
|
Feb 14, 2024
Q4 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
65K+ 130.0% |
$1.08M - $3.34M
|
115K
$4.73M
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
77.6KNew |
$1.29M - $3.99M
|
77.6K
$3.2M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.5KNew |
$91.5K - $283K
|
5.5K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
285KNew |
$4.75M - $14.7M
|
285K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2New |
$33.3 - $103
|
2
$82.3
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.09KNew |
$68K - $210K
|
4.09K
$168K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.55KNew |
$142K - $440K
|
8.55K
$352K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.5KNew |
$58.2K - $180K
|
3.5K
$144K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 30.69% |
$516 - $1.59K
|
70
$2.88K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
123K+ 184.18% |
$2.05M - $6.34M
|
190K
$7.84M
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
122KNew |
$2.03M - $6.27M
|
122K
$5.02M
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$83.2K - $257K
|
5K
$206K
|
|
Feb 14, 2024
Q4 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$491K - $1.52M
|
29.5K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5KNew |
$191K - $591K
|
11.5K
$474K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.85KNew |
$97.3K - $301K
|
5.85K
$241K
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-100- 0.05% |
$1.66K - $5.14K
|
200K
$8.23M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.04KNew |
$67.3K - $208K
|
4.04K
$166K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 68.63% |
$226K - $699K
|
33.4K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
70.8KNew |
$1.18M - $3.64M
|
70.8K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Vk Services, LLC
Menlo Park, CA |
SELL
|
- |
-526K- 87.52% |
$8.75M - $27M
|
75K
$3.09M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
54.7KNew |
$910K - $2.81M
|
54.7K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.21KNew |
$103K - $319K
|
6.21K
$255K
|