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 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
15.8KNew |
$263K - $812K
|
15.8K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 68.63% |
$226K - $699K
|
33.4K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5KNew |
$191K - $591K
|
11.5K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
9.76K+ 15.39% |
$162K - $501K
|
73.2K
$4.87M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$153K - $474K
|
9.22K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9KNew |
$150K - $463K
|
9K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.55KNew |
$142K - $440K
|
8.55K
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$122K - $376K
|
7.32K
$487K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$466K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.38KNew |
$106K - $328K
|
6.38K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.34KNew |
$106K - $326K
|
6.34K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.21KNew |
$103K - $319K
|
6.21K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.85KNew |
$97.3K - $301K
|
5.85K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.5KNew |
$91.5K - $283K
|
5.5K
$366K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02KNew |
$83.5K - $258K
|
5.02K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.87KNew |
$81K - $250K
|
4.87K
$324K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
4.64KNew |
$77.3K - $239K
|
4.64K
$309K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
4.5KNew |
$74.9K - $231K
|
4.5K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.44KNew |
$73.9K - $228K
|
4.44K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
4.4KNew |
$73.2K - $226K
|
4.4K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.35KNew |
$72.4K - $224K
|
4.35K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$72.4K - $223K
|
4.35K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.21KNew |
$70K - $216K
|
4.21K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.19KNew |
$69.8K - $215K
|
4.19K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$68.3K - $211K
|
4.1K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.09KNew |
$68K - $210K
|
4.09K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.04KNew |
$67.3K - $208K
|
4.04K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.5KNew |
$58.2K - $180K
|
3.5K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2KNew |
$33.3K - $103K
|
2K
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 9900.0% |
$24.7K - $76.3K
|
1.5K
$99.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
700New |
$11.6K - $36K
|
700
$46.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
669New |
$11.1K - $34.4K
|
669
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
219New |
$3.64K - $11.3K
|
219
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
134New |
$2.23K - $6.89K
|
134
$8.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$1.66K - $5.14K
|
100
$6.66K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$1.66K - $5.14K
|
100
$6.66K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
80New |
$1.33K - $4.11K
|
80
$5.32K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75New |
$1.25K - $3.85K
|
75
$4.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55New |
$915 - $2.83K
|
55
$3.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
55New |
$915 - $2.83K
|
55
$3.66K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$582 - $1.8K
|
35
$2.33K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$499 - $1.54K
|
30
$2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20New |
$333 - $1.03K
|
20
$1.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$99.8 - $308
|
6
$399
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 22.73% |
$83.2 - $257
|
27
$1.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
4New |
$66.6 - $206
|
4
$266
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2New |
$33.3 - $103
|
2
$133
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$33.3 - $103
|
2
$133
|