Purchases and Sales Made in Q2 2023 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
2.1K+ 4.55% |
$18.9K - $39.6K
|
48.3K
$2.8M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.75K+ 40.92% |
$15.8K - $33K
|
6.03K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.54K+ 13.85% |
$13.9K - $29.1K
|
12.7K
$736K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22K+ 4.89% |
$11K - $23K
|
26.1K
$1.51M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
989New |
$8.91K - $18.6K
|
989
$57.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
966+ 20.29% |
$8.7K - $18.2K
|
5.73K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
960+ 3.09% |
$8.65K - $18.1K
|
32.1K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
941+ 1289.04% |
$8.48K - $17.7K
|
1.01K
$58.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 36.44% |
$7.08K - $14.8K
|
2.94K
$171K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 36.44% |
$7.08K - $14.8K
|
2.94K
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
554+ 10.45% |
$4.99K - $10.4K
|
5.85K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
519+ 0.26% |
$4.68K - $9.78K
|
201K
$11.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
479New |
$4.32K - $9.03K
|
479
$27.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
361+ 32.49% |
$3.25K - $6.8K
|
1.47K
$85.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
247+ 226.61% |
$2.23K - $4.66K
|
356
$20.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.8K - $3.77K
|
200
$11.6K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 5.59% |
$901 - $1.89K
|
1.89K
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100+ 100.0% |
$901 - $1.89K
|
200
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
75+ 0.05% |
$676 - $1.41K
|
151K
$8.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
74+ 129.82% |
$667 - $1.39K
|
131
$7.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
65New |
$586 - $1.23K
|
65
$3.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 110.0% |
$496 - $1.04K
|
105
$6.09K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50New |
$451 - $943
|
50
$2.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50New |
$451 - $943
|
50
$2.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
46+ 0.24% |
$414 - $867
|
19K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
44+ 38.6% |
$396 - $829
|
158
$9.16K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
40New |
$360 - $754
|
40
$2.32K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
35New |
$315 - $660
|
35
$2.03K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$297 - $622
|
33
$1.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29+ 0.06% |
$261 - $547
|
49.9K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23+ 2.56% |
$207 - $434
|
921
$53.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 100.0% |
$180 - $377
|
40
$2.32K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 2.51% |
$162 - $339
|
736
$42.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$162 - $339
|
18
$1.04K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.1% |
$108 - $226
|
11.8K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.31% |
$72.1 - $151
|
73
$4.23K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5New |
$45.1 - $94.3
|
5
$290
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.0% |
$9.01 - $18.9
|
51
$2.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.21% |
$9.01 - $18.9
|
468
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11Closed |
$99.1 - $207
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 3.48% |
$180 - $377
|
554
$32.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 1.45% |
$405 - $848
|
3.06K
$177K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 53.33% |
$432 - $905
|
42
$2.44K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-52- 33.99% |
$469 - $980
|
101
$5.86K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-68- 45.64% |
$613 - $1.28K
|
81
$4.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-69- 0.07% |
$622 - $1.3K
|
96.2K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-90- 0.87% |
$811 - $1.7K
|
10.2K
$593K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-113- 0.7% |
$1.02K - $2.13K
|
16.1K
$933K
|