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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
73+ 0.65% |
$3.19K - $5.91K
|
11.3K
$778K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 22.05% |
$3.19K - $5.91K
|
404
$27.9K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
63+ 3.73% |
$2.75K - $5.1K
|
1.75K
$121K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
55New |
$2.4K - $4.45K
|
55
$3.8K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
43New |
$1.88K - $3.48K
|
43
$2.97K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 2.87% |
$1.66K - $3.08K
|
1.36K
$93.9K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 0.65% |
$1.66K - $3.08K
|
5.86K
$405K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.45% |
$1.31K - $2.43K
|
6.73K
$465K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
28New |
$1.22K - $2.27K
|
28
$1.93K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$1.05K - $1.94K
|
24
$1.66K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$961 - $1.78K
|
22
$1.52K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20New |
$874 - $1.62K
|
20
$1.38K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20New |
$874 - $1.62K
|
20
$1.38K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$699 - $1.3K
|
16
$1.11K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 44.44% |
$524 - $972
|
39
$2.69K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$524 - $972
|
12
$829
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10+ 0.72% |
$437 - $810
|
1.39K
$96.1K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$437 - $810
|
10
$691
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 128.57% |
$393 - $729
|
16
$1.11K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$393 - $729
|
9
$622
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$393 - $729
|
9
$622
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
8New |
$350 - $648
|
8
$553
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 0.45% |
$219 - $405
|
1.12K
$77K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$219 - $405
|
5
$345
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5New |
$219 - $405
|
5
$345
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 19.05% |
$175 - $324
|
25
$1.73K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 30.77% |
$175 - $324
|
17
$1.17K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$175 - $324
|
4
$276
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.08% |
$175 - $324
|
5.01K
$346K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$131 - $243
|
3
$207
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$131 - $243
|
3
$207
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.65% |
$87.4 - $162
|
311
$21.5K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$43.7 - $81
|
17.5K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$43.7 - $81
|
1
$69.1
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 5.56% |
$43.7 - $81
|
19
$1.31K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 14.29% |
$43.7 - $81
|
8
$553
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
2.63MNew |
$101M - $192M
|
2.63M
$182M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
544KNew |
$20.9M - $39.6M
|
544K
$37.5M
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
298KNew |
$11.5M - $21.7M
|
298K
$20.6M
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
296KNew |
$11.4M - $21.6M
|
296K
$20.4M
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
237KNew |
$9.12M - $17.3M
|
237K
$16.4M
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
217KNew |
$8.36M - $15.8M
|
217K
$15M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
145KNew |
$5.58M - $10.6M
|
145K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
108K+ 96.7% |
$4.17M - $7.89M
|
220K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
81.9KNew |
$3.15M - $5.97M
|
81.9K
$5.66M
|
|
Feb 13, 2025
Q4 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
81.3KNew |
$3.13M - $5.92M
|
81.3K
$5.62M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
72.6K+ 23.26% |
$2.79M - $5.29M
|
385K
$26.6M
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
49.6KNew |
$1.91M - $3.61M
|
49.6K
$3.43M
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
45.9KNew |
$1.76M - $3.34M
|
45.9K
$3.17M
|