Purchases and Sales Made in Q1 2024 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q1 2024. 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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
665+ 12.3% |
$22.2K - $32.7K
|
6.07K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
656New |
$21.9K - $32.3K
|
656
$38K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
655New |
$21.9K - $32.2K
|
655
$38K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
569+ 13.14% |
$19K - $28K
|
4.9K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
560+ 2.99% |
$18.7K - $27.6K
|
19.3K
$1.12M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
500+ 2.62% |
$16.7K - $24.6K
|
19.6K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
477New |
$15.9K - $23.5K
|
477
$27.7K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
473+ 8.75% |
$15.8K - $23.3K
|
5.88K
$341K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
471+ 3.46% |
$15.7K - $23.2K
|
14.1K
$816K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
470+ 94.0% |
$15.7K - $23.1K
|
970
$56.3K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
453+ 1.03% |
$15.1K - $22.3K
|
44.6K
$2.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
402New |
$13.4K - $19.8K
|
402
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
356+ 0.39% |
$11.9K - $17.5K
|
90.7K
$5.26M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
328+ 4.45% |
$11K - $16.1K
|
7.69K
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300New |
$10K - $14.8K
|
300
$17.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
274+ 2.49% |
$9.16K - $13.5K
|
11.3K
$655K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
198+ 7.37% |
$6.62K - $9.75K
|
2.89K
$167K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
145+ 34.52% |
$4.85K - $7.14K
|
565
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
132+ 0.54% |
$4.41K - $6.5K
|
24.6K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
115+ 460.0% |
$3.84K - $5.66K
|
140
$8.12K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
112New |
$3.74K - $5.51K
|
112
$6.49K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$3.34K - $4.92K
|
100
$5.8K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
95+ 6.48% |
$3.17K - $4.68K
|
1.56K
$90.5K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
75+ 1.31% |
$2.51K - $3.69K
|
5.79K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
75New |
$2.51K - $3.69K
|
75
$4.35K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
41+ 5.37% |
$1.37K - $2.02K
|
805
$46.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
34+ 0.43% |
$1.14K - $1.67K
|
7.85K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
31+ 0.26% |
$1.04K - $1.53K
|
11.8K
$684K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
30New |
$1K - $1.48K
|
30
$1.74K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.61% |
$1K - $1.48K
|
1.18K
$68.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
28New |
$936 - $1.38K
|
28
$1.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21+ 10.61% |
$702 - $1.03K
|
219
$12.7K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20New |
$668 - $984
|
20
$1.16K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 79.17% |
$635 - $935
|
43
$2.49K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16New |
$535 - $788
|
16
$928
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 200.0% |
$267 - $394
|
12
$696
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$267 - $394
|
8
$464
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$267 - $394
|
8
$464
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8New |
$267 - $394
|
8
$464
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$167 - $246
|
5
$290
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 7.02% |
$134 - $197
|
61
$3.54K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3+ 0.16% |
$100 - $148
|
1.85K
$108K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.04% |
$66.8 - $98.4
|
5.59K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$66.8 - $98.4
|
14
$812
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$33.4 - $49.2
|
103K
$5.95M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$33.4 - $49.2
|
293
$17K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 0.2% |
$334 - $492
|
5K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-14- 0.07% |
$468 - $689
|
19.5K
$1.13M
|