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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.68% |
$501 - $738
|
2.2K
$134K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 12.14% |
$568 - $837
|
123
$7.51K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-24- 0.41% |
$802 - $1.18K
|
5.78K
$353K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-24- 1.6% |
$802 - $1.18K
|
1.48K
$90.1K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-41- 0.27% |
$1.37K - $2.02K
|
15.4K
$941K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-56- 5.67% |
$1.87K - $2.76K
|
931
$56.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-93- 34.07% |
$3.11K - $4.58K
|
180
$11K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-95- 0.8% |
$3.17K - $4.68K
|
11.8K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.8% |
$3.34K - $4.92K
|
12.4K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 94.07% |
$3.71K - $5.46K
|
7
$427
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-113- 3.72% |
$3.78K - $5.56K
|
2.92K
$179K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-137- 4.75% |
$4.58K - $6.74K
|
2.75K
$168K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-140- 68.63% |
$4.68K - $6.89K
|
64
$3.91K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-153- 32.9% |
$5.11K - $7.53K
|
312
$19.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-166- 25.62% |
$5.55K - $8.17K
|
482
$29.4K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-226- 43.55% |
$7.55K - $11.1K
|
293
$17.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-266- 19.19% |
$8.89K - $13.1K
|
1.12K
$68.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 48.54% |
$10K - $14.8K
|
318
$19.4K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-304- 2.92% |
$10.2K - $15K
|
10.1K
$617K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-314- 92.63% |
$10.5K - $15.5K
|
25
$1.53K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-338- 3.19% |
$11.3K - $16.6K
|
10.3K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-349- 4.11% |
$11.7K - $17.2K
|
8.15K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-397- 6.27% |
$13.3K - $19.5K
|
5.93K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-414- 0.69% |
$13.8K - $20.4K
|
59.9K
$3.66M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-565- 84.96% |
$18.9K - $27.8K
|
100
$6.11K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-618- 19.9% |
$20.7K - $30.4K
|
2.49K
$152K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-738- 8.95% |
$24.7K - $36.3K
|
7.51K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-869- 20.47% |
$29K - $42.8K
|
3.38K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-972- 2.52% |
$32.5K - $47.8K
|
37.5K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-996- 7.66% |
$33.3K - $49K
|
12K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 4.38% |
$41.3K - $60.8K
|
27K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.34K- 3.63% |
$44.9K - $66.1K
|
35.6K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.47K- 3.17% |
$49.3K - $72.6K
|
45K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.56K- 10.95% |
$52.3K - $77K
|
12.7K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.93K- 11.14% |
$64.6K - $95.1K
|
15.4K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.16K- 11.1% |
$72.2K - $106K
|
17.3K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.19K- 18.2% |
$73.2K - $108K
|
9.85K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.4K- 24.88% |
$80K - $118K
|
7.23K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.51K- 17.95% |
$83.9K - $124K
|
11.5K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-2.59K- 25.28% |
$86.7K - $128K
|
7.67K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.96K- 21.97% |
$98.8K - $145K
|
10.5K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.03K- 99.9% |
$101K - $149K
|
3
$183
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.12K- 3.03% |
$104K - $154K
|
100K
$6.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 18.66% |
$105K - $155K
|
13.7K
$836K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.26K- 11.0% |
$109K - $161K
|
26.4K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.75K- 61.06% |
$125K - $185K
|
2.39K
$146K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.61K- 16.93% |
$154K - $227K
|
22.6K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.95K- 39.19% |
$165K - $244K
|
7.68K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.27K- 22.46% |
$176K - $259K
|
18.2K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.93K- 7.91% |
$198K - $292K
|
69.1K
$4.22M
|