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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.45KNew |
$133K - $251K
|
3.45K
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-97.2K- 88.72% |
$3.74M - $7.08M
|
12.4K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-79K- 7.15% |
$3.04M - $5.76M
|
1.03M
$51.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 64.52% |
$770 - $1.46K
|
11
$549
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.01KNew |
$38.9K - $73.6K
|
1.01K
$50.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.88K- 36.12% |
$72.4K - $137K
|
3.33K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.75KNew |
$260K - $492K
|
6.75K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3KNew |
$474K - $897K
|
12.3K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
55New |
$2.12K - $4.01K
|
55
$2.74K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
770+ 9.09% |
$29.6K - $56.1K
|
9.24K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.61KNew |
$370K - $700K
|
9.61K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
357+ 6.97% |
$13.7K - $26K
|
5.48K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9.34K- 32.13% |
$359K - $680K
|
19.7K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.55KNew |
$213K - $404K
|
5.55K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3.37K+ 53.18% |
$130K - $245K
|
9.7K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.05KNew |
$156K - $295K
|
4.05K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.85K - $7.29K
|
100
$4.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 56.25% |
$346 - $656
|
25
$1.25K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
540New |
$20.8K - $39.3K
|
540
$26.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.67K+ 26.49% |
$64.2K - $122K
|
7.97K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410+ 356.52% |
$15.8K - $29.9K
|
525
$26.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 31.18% |
$1.12K - $2.11K
|
64
$3.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 18.52% |
$192 - $364
|
22
$1.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 13.06% |
$344K - $652K
|
77.5K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 9.49% |
$39.1K - $74K
|
11.7K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.3K+ 86.25% |
$549K - $1.04M
|
30.8K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 726.67% |
$4.19K - $7.94K
|
124
$6.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.15KNew |
$198K - $375K
|
5.15K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
15.5K+ 2.06% |
$597K - $1.13M
|
770K
$38.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.36K+ 8.72% |
$360K - $682K
|
117K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$7.7K - $14.6K
|
200
$9.98K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 166.67% |
$1.54K - $2.91K
|
64
$3.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.08KNew |
$157K - $297K
|
4.08K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
61+ 1.21% |
$2.35K - $4.44K
|
5.11K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.9K- 7.03% |
$189K - $357K
|
64.8K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-540- 28.1% |
$20.8K - $39.3K
|
1.38K
$69K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
98+ 0.88% |
$3.77K - $7.14K
|
11.2K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
194+ 12.1% |
$7.47K - $14.1K
|
1.8K
$89.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
10.6KNew |
$409K - $774K
|
10.6K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.35KNew |
$244K - $463K
|
6.35K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-140- 79.1% |
$5.39K - $10.2K
|
37
$1.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
3.6K+ 45.0% |
$139K - $262K
|
11.6K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
4.87K+ 4.96% |
$187K - $355K
|
103K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
47New |
$1.81K - $3.42K
|
47
$2.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-5.59K- 31.66% |
$215K - $407K
|
12.1K
$602K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-14.8K- 8.73% |
$568K - $1.08M
|
154K
$7.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$38.5 - $72.9
|
5.01K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-23.4K- 81.28% |
$901K - $1.71M
|
5.4K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-255- 2.08% |
$9.81K - $18.6K
|
12K
$599K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-163- 56.79% |
$6.27K - $11.9K
|
124
$6.19K
|