Purchases and Sales Made in Q1 2022 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q1 2022. The information is specifically focused on institutions that hold shares of Affirm Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
240New |
$6.29K - $22.9K
|
240
$15.8K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
200+ 2.78% |
$5.24K - $19K
|
7.39K
$485K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 40.0% |
$5.24K - $19K
|
700
$46K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
190+ 16.23% |
$4.98K - $18.1K
|
1.36K
$89.4K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
175+ 0.06% |
$4.59K - $16.7K
|
287K
$18.8M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
155New |
$4.06K - $14.8K
|
155
$10.2K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$3.93K - $14.3K
|
150
$9.85K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
145+ 98.64% |
$3.8K - $13.8K
|
292
$19.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
137+ 23.14% |
$3.59K - $13K
|
729
$47.9K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
130New |
$3.41K - $12.4K
|
130
$8.54K
|
|
|
Feb 12, 2025
Q1 2022
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
126+ 54.55% |
$3.3K - $12K
|
357
$23.4K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 25.91% |
$2.62K - $9.52K
|
486
$31.9K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$2.62K - $9.52K
|
100
$6.57K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
100New |
$2.62K - $9.52K
|
100
$6.57K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 100.0% |
$2.62K - $9.52K
|
200
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
94+ 29.38% |
$2.46K - $8.95K
|
414
$27.2K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 152.94% |
$2.05K - $7.43K
|
129
$8.47K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
75+ 75.0% |
$1.97K - $7.14K
|
175
$11.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
75+ 75.0% |
$1.97K - $7.14K
|
175
$11.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68+ 14.29% |
$1.78K - $6.47K
|
544
$35.7K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
65+ 72.22% |
$1.7K - $6.19K
|
155
$10.2K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
64New |
$1.68K - $6.09K
|
64
$4.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
59+ 184.38% |
$1.55K - $5.62K
|
91
$5.98K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56New |
$1.47K - $5.33K
|
56
$3.68K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$1.31K - $4.76K
|
50
$3.28K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50New |
$1.31K - $4.76K
|
50
$3.28K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.31K - $4.76K
|
50
$3.28K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
46+ 48.42% |
$1.21K - $4.38K
|
141
$9.26K
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
39New |
$1.02K - $3.71K
|
39
$2.56K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36New |
$944 - $3.43K
|
36
$2.36K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
36+ 0.31% |
$944 - $3.43K
|
11.6K
$763K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
29+ 59.18% |
$760 - $2.76K
|
78
$5.12K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28+ 15.22% |
$734 - $2.67K
|
212
$13.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
20New |
$524 - $1.9K
|
20
$1.31K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
18New |
$472 - $1.71K
|
18
$1.18K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
15New |
$393 - $1.43K
|
15
$985
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14New |
$367 - $1.33K
|
14
$919
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$367 - $1.33K
|
14
$919
|
|
|
May 13, 2022
Q1 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$262 - $952
|
10
$657
|
|
|
May 16, 2022
Q1 2022
|
Abdiel Capital Advisors, LP
New York, NY |
BUY
|
- |
9+ 0.0% |
$236 - $857
|
1.69M
$111M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$210 - $762
|
8
$525
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 200.0% |
$52.4 - $190
|
3
$197
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 1.92% |
$26.2 - $95.2
|
53
$3.48K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1Closed |
$26.2 - $95.2
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$52.4 - $190
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3Closed |
$78.7 - $286
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4Closed |
$105 - $381
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$184 - $666
|
0
$0
|