Purchases and Sales Made in Q1 2025 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q1 2025. 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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
472+ 7.44% |
$20.6K - $38.2K
|
6.82K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
463+ 5.83% |
$20.2K - $37.5K
|
8.4K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
389+ 1.85% |
$17K - $31.5K
|
21.4K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
339+ 4.8% |
$14.8K - $27.5K
|
7.4K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
312+ 624.0% |
$13.6K - $25.3K
|
362
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
300New |
$13.1K - $24.3K
|
300
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
287+ 5.49% |
$12.5K - $23.2K
|
5.51K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
284New |
$12.4K - $23K
|
284
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
280+ 2.08% |
$12.2K - $22.7K
|
13.8K
$904K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 428.13% |
$12K - $22.2K
|
338
$22.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
259+ 2.16% |
$11.3K - $21K
|
12.3K
$805K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
252+ 2.25% |
$11K - $20.4K
|
11.5K
$753K
|
|
|
May 07, 2025
Q1 2025
|
Allen Holding Inc
|
BUY
|
- |
250+ 0.1% |
$10.9K - $20.2K
|
256K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
234New |
$10.2K - $18.9K
|
234
$15.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
227+ 1335.29% |
$9.92K - $18.4K
|
244
$16K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
226+ 0.55% |
$9.88K - $18.3K
|
41.1K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
219+ 63.66% |
$9.57K - $17.7K
|
563
$37K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 0.41% |
$8.74K - $16.2K
|
49.1K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$8.74K - $16.2K
|
200
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
192+ 20.13% |
$8.39K - $15.5K
|
1.15K
$75.2K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
183+ 42.46% |
$8K - $14.8K
|
614
$40.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 8.4% |
$7.82K - $14.5K
|
2.31K
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
164New |
$7.17K - $13.3K
|
164
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
155+ 1.95% |
$6.77K - $12.6K
|
8.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
150+ 1.83% |
$6.56K - $12.1K
|
8.35K
$548K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
147New |
$6.42K - $11.9K
|
147
$9.65K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
130New |
$5.68K - $10.5K
|
130
$8.54K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
106+ 2.33% |
$4.63K - $8.58K
|
4.66K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 11.35% |
$4.63K - $8.58K
|
1.04K
$68.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
105+ 52.5% |
$4.59K - $8.5K
|
305
$20K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
103+ 10.2% |
$4.5K - $8.34K
|
1.11K
$73.1K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
102+ 16.97% |
$4.46K - $8.26K
|
703
$46.2K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
96+ 137.14% |
$4.2K - $7.77K
|
166
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
89+ 1.52% |
$3.89K - $7.21K
|
5.95K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
87+ 7.13% |
$3.8K - $7.05K
|
1.31K
$85.9K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
83+ 1.31% |
$3.63K - $6.72K
|
6.42K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
73+ 0.65% |
$3.19K - $5.91K
|
11.3K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 22.05% |
$3.19K - $5.91K
|
404
$26.5K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
63+ 3.73% |
$2.75K - $5.1K
|
1.75K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
55New |
$2.4K - $4.45K
|
55
$3.61K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
43New |
$1.88K - $3.48K
|
43
$2.82K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41New |
$1.79K - $3.32K
|
41
$2.69K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 0.65% |
$1.66K - $3.08K
|
5.86K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 2.87% |
$1.66K - $3.08K
|
1.36K
$89.3K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.45% |
$1.31K - $2.43K
|
6.73K
$442K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
28New |
$1.22K - $2.27K
|
28
$1.84K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$1.05K - $1.94K
|
24
$1.58K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$961 - $1.78K
|
22
$1.44K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20New |
$874 - $1.62K
|
20
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20New |
$874 - $1.62K
|
20
$1.31K
|