Latest Institutional Purchases of Affirm Holdings, Inc. (AFRM)
This list provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1KNew |
$8.91K - $21.6K
|
1K
$66.6K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
724New |
$6.45K - $15.6K
|
724
$48.2K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
580+ 2.52% |
$5.17K - $12.5K
|
23.6K
$1.57M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
530New |
$4.72K - $11.5K
|
530
$35.3K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
470+ 4.06% |
$4.19K - $10.2K
|
12K
$802K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
388New |
$3.46K - $8.38K
|
388
$25.8K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$1.78K - $4.32K
|
200
$13.3K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$6.66K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
83+ 1.83% |
$740 - $1.79K
|
4.61K
$307K
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
66New |
$588 - $1.43K
|
66
$4.39K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
53New |
$472 - $1.15K
|
53
$3.53K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$446 - $1.08K
|
50
$3.33K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
40New |
$356 - $864
|
40
$2.66K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$347 - $843
|
39
$2.6K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
20New |
$178 - $432
|
20
$1.33K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$107 - $259
|
12
$799
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 43.48% |
$89.1 - $216
|
33
$2.2K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$44.6 - $108
|
5
$333
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2New |
$17.8 - $43.2
|
2
$133
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
221KNew |
$3.79M - $8.8M
|
221K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
195K+ 195.0% |
$3.35M - $7.78M
|
295K
$19.6M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
81.1K+ 405.5% |
$1.39M - $3.24M
|
101K
$6.73M
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
60KNew |
$1.03M - $2.39M
|
60K
$3.99M
|
|
Nov 02, 2022
Q3 2022
|
Regents Of The University Of California
|
BUY
|
- |
49.8KNew |
$857K - $1.99M
|
49.8K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
45KNew |
$774K - $1.8M
|
45K
$2.99M
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
37.8K+ 0.92% |
$650K - $1.51M
|
4.15M
$276M
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
24.7KNew |
$425K - $988K
|
24.7K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
18.5KNew |
$319K - $740K
|
18.5K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.3KNew |
$297K - $689K
|
17.3K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14.1KNew |
$242K - $561K
|
14.1K
$935K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14KNew |
$241K - $560K
|
14K
$933K
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
10.3KNew |
$176K - $409K
|
10.3K
$682K
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
10KNew |
$172K - $399K
|
10K
$666K
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.77K+ 54.76% |
$64.8K - $150K
|
10.7K
$709K
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.48K+ 16.53% |
$42.6K - $99K
|
17.5K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 8.26% |
$32.4K - $75.2K
|
24.7K
$1.64M
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.81KNew |
$31.1K - $72.3K
|
1.81K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1.67KNew |
$28.6K - $66.5K
|
1.67K
$111K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 4.43% |
$20.6K - $47.9K
|
28.3K
$1.88M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
896New |
$15.4K - $35.8K
|
896
$59.6K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
743New |
$12.8K - $29.7K
|
743
$49.4K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
278New |
$4.78K - $11.1K
|
278
$18.5K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
135New |
$2.32K - $5.39K
|
135
$8.98K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
104New |
$1.79K - $4.15K
|
104
$6.92K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$344 - $798
|
20
$1.33K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
16New |
$275 - $639
|
16
$1.06K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$241 - $559
|
14
$932
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.13% |
$17.2 - $39.9
|
48
$3.19K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
450KNew |
$6.58M - $21.5M
|
450K
$29.9M
|
|
Aug 15, 2022
Q2 2022
|
6elm Capital LP
New York, NY |
BUY
|
- |
412KNew |
$6.03M - $19.7M
|
412K
$27.4M
|