Purchases and Sales Made in Q1 2023 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q1 2023. 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 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.45K+ 61.62% |
$13.1K - $30.5K
|
3.79K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.31K+ 920.42% |
$11.8K - $27.6K
|
1.45K
$88.5K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.14K+ 5.46% |
$10.4K - $24.2K
|
22.1K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 6950.0% |
$10.1K - $23.5K
|
1.13K
$68.9K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.1K+ 8.04% |
$9.94K - $23.2K
|
14.7K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 9.85% |
$9.3K - $21.7K
|
11.4K
$699K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$9.06K - $21.1K
|
1K
$61.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
900New |
$8.15K - $19K
|
900
$55K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
879+ 4.87% |
$7.96K - $18.6K
|
18.9K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
784+ 1.04% |
$7.1K - $16.6K
|
76.2K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
755+ 63.93% |
$6.84K - $16K
|
1.94K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
733+ 0.55% |
$6.64K - $15.5K
|
133K
$8.13M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
717+ 3.21% |
$6.5K - $15.2K
|
23.1K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
700+ 4.52% |
$6.34K - $14.8K
|
16.2K
$989K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
589+ 12.5% |
$5.34K - $12.5K
|
5.3K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
556+ 2.08% |
$5.04K - $11.8K
|
27.2K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
520+ 52000.0% |
$4.71K - $11K
|
521
$31.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
364+ 48.73% |
$3.3K - $7.69K
|
1.11K
$67.8K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
349+ 447.44% |
$3.16K - $7.38K
|
427
$26.1K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
344+ 0.29% |
$3.12K - $7.27K
|
117K
$7.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
335New |
$3.04K - $7.08K
|
335
$20.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
330+ 1.11% |
$2.99K - $6.98K
|
30K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
264+ 2.29% |
$2.39K - $5.58K
|
11.8K
$721K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$1.98K - $4.61K
|
218
$13.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 39.96% |
$1.86K - $4.33K
|
718
$43.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
192+ 20.96% |
$1.74K - $4.06K
|
1.11K
$67.7K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
167New |
$1.51K - $3.53K
|
167
$10.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106New |
$960 - $2.24K
|
106
$6.47K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 9900.0% |
$897 - $2.09K
|
100
$6.11K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
94+ 12.88% |
$852 - $1.99K
|
824
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
85+ 1.89% |
$770 - $1.8K
|
4.58K
$280K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
77New |
$698 - $1.63K
|
77
$4.7K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
76+ 62.3% |
$689 - $1.61K
|
198
$12.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
73New |
$661 - $1.54K
|
73
$4.46K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
59+ 190.32% |
$535 - $1.25K
|
90
$5.5K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
57New |
$516 - $1.2K
|
57
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51+ 0.18% |
$462 - $1.08K
|
28.2K
$1.72M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47+ 235.0% |
$426 - $994
|
67
$4.09K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
42+ 39.25% |
$381 - $888
|
149
$9.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 195.24% |
$371 - $867
|
62
$3.79K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$317 - $740
|
35
$2.14K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30+ 0.71% |
$272 - $634
|
4.28K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.81% |
$227 - $529
|
3.11K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22+ 16.79% |
$199 - $465
|
153
$9.34K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 2.36% |
$172 - $402
|
824
$50.3K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11New |
$99.7 - $233
|
11
$672
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.77% |
$90.6 - $211
|
574
$35.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$90.6 - $211
|
10
$611
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 4.17% |
$18.1 - $42.3
|
50
$3.05K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|