Purchases and Sales Made in Q3 2021 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.64KNew |
$427K - $981K
|
7.64K
$335K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.46KNew |
$417K - $958K
|
7.46K
$327K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$403K - $926K
|
7.21K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.94KNew |
$387K - $890K
|
6.94K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.92KNew |
$387K - $889K
|
6.92K
$303K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.47KNew |
$361K - $830K
|
6.47K
$283K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
6.34KNew |
$354K - $814K
|
6.34K
$278K
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
6.2KNew |
$346K - $796K
|
6.2K
$272K
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
5.92KNew |
$331K - $760K
|
5.92K
$260K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.68K+ 1138.88% |
$317K - $730K
|
6.18K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
5.32KNew |
$297K - $683K
|
5.32K
$233K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.07KNew |
$283K - $651K
|
5.07K
$222K
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
5KNew |
$279K - $642K
|
5K
$219K
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Operations LLC
|
BUY
|
- |
4.85K+ 0.68% |
$271K - $622K
|
717K
$31.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
4.68KNew |
$261K - $601K
|
4.68K
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
BUY
|
- |
4.11KNew |
$230K - $528K
|
4.11K
$180K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
4.07KNew |
$228K - $523K
|
4.07K
$179K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.04KNew |
$226K - $519K
|
4.04K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
3.84KNew |
$215K - $493K
|
3.84K
$168K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.73KNew |
$208K - $479K
|
3.73K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.69KNew |
$206K - $474K
|
3.69K
$162K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.64K+ 185.44% |
$203K - $468K
|
5.61K
$246K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.62K+ 53.15% |
$202K - $464K
|
10.4K
$457K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
3.61KNew |
$202K - $463K
|
3.61K
$158K
|
|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
3.55KNew |
$198K - $456K
|
3.55K
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
3.52KNew |
$197K - $452K
|
3.52K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.2KNew |
$179K - $410K
|
3.2K
$140K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$177K - $407K
|
3.17K
$139K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.09K+ 161.92% |
$173K - $397K
|
5K
$219K
|
|
|
Nov 07, 2022
Q3 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
3KNew |
$168K - $385K
|
3K
$131K
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Holding Inc
|
BUY
|
- |
2.96KNew |
$165K - $380K
|
2.96K
$130K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$163K - $375K
|
2.92K
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85KNew |
$159K - $365K
|
2.85K
$125K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.8KNew |
$157K - $360K
|
2.8K
$123K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$148K - $340K
|
2.65K
$116K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.64KNew |
$147K - $339K
|
2.64K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.61KNew |
$146K - $334K
|
2.61K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.51KNew |
$140K - $323K
|
2.51K
$110K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$140K - $322K
|
2.51K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.51KNew |
$140K - $322K
|
2.51K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.5KNew |
$140K - $321K
|
2.5K
$110K
|
|
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.5KNew |
$140K - $321K
|
2.5K
$110K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.47KNew |
$138K - $318K
|
2.47K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.46KNew |
$137K - $315K
|
2.46K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36K+ 45.18% |
$132K - $303K
|
7.59K
$333K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.23KNew |
$125K - $287K
|
2.23K
$97.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.18KNew |
$121K - $279K
|
2.18K
$95.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.17KNew |
$121K - $279K
|
2.17K
$95.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.08KNew |
$116K - $267K
|
2.08K
$91.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.98KNew |
$111K - $254K
|
1.98K
$86.8K
|