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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
1.95KNew |
$109K - $251K
|
1.95K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.92KNew |
$107K - $247K
|
1.92K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.91KNew |
$107K - $245K
|
1.91K
$100K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.91KNew |
$106K - $245K
|
1.91K
$100K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$105K - $241K
|
1.88K
$98.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.84KNew |
$103K - $237K
|
1.84K
$96.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 33.16% |
$98.3K - $226K
|
7.07K
$371K
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$96.9K - $223K
|
1.73K
$91.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$96.7K - $222K
|
1.73K
$91K
|
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.7KNew |
$94.7K - $218K
|
1.7K
$89.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$94K - $216K
|
1.68K
$88.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36KNew |
$75.8K - $174K
|
1.36K
$71.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
BUY
|
- |
1.16K+ 8.37% |
$64.7K - $149K
|
15K
$788K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 1532.43% |
$63.3K - $146K
|
1.21K
$63.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.12KNew |
$62.7K - $144K
|
1.12K
$59K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 22.8% |
$60K - $138K
|
5.79K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1.04K+ 20.82% |
$58.2K - $134K
|
6.04K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$55.9K - $128K
|
1K
$52.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1KNew |
$55.9K - $128K
|
1K
$52.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
924New |
$51.6K - $119K
|
924
$48.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
849New |
$47.4K - $109K
|
849
$44.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
808New |
$45.1K - $104K
|
808
$42.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
705+ 18.49% |
$39.4K - $90.5K
|
4.52K
$237K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
563+ 1.79% |
$31.4K - $72.3K
|
32K
$1.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
550+ 366.67% |
$30.7K - $70.6K
|
700
$36.8K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$27.9K - $64.2K
|
500
$26.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
476New |
$26.6K - $61.1K
|
476
$25K
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
450New |
$25.1K - $57.8K
|
450
$23.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
437New |
$24.4K - $56.1K
|
437
$23K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
398+ 3.55% |
$22.2K - $51.1K
|
11.6K
$609K
|
|
|
Nov 15, 2021
Q3 2021
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
365+ 2.64% |
$20.4K - $46.9K
|
14.2K
$745K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
318New |
$17.8K - $40.8K
|
318
$16.7K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
309New |
$17.3K - $39.7K
|
309
$16.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
285+ 3.12% |
$15.9K - $36.6K
|
9.43K
$496K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
280+ 682.93% |
$15.6K - $35.9K
|
321
$16.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
270New |
$15.1K - $34.7K
|
270
$14.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 368.57% |
$14.4K - $33.1K
|
328
$17.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
244+ 7.8% |
$13.6K - $31.3K
|
3.37K
$177K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
236+ 157.33% |
$13.2K - $30.3K
|
386
$20.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
226New |
$12.6K - $29K
|
226
$11.9K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
207+ 30.9% |
$11.6K - $26.6K
|
877
$46.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200New |
$11.2K - $25.7K
|
200
$10.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
185New |
$10.3K - $23.7K
|
185
$9.72K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
140New |
$7.82K - $18K
|
140
$7.36K
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
100+ 2.95% |
$5.59K - $12.8K
|
3.49K
$183K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 27.4% |
$5.59K - $12.8K
|
465
$24.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100New |
$5.59K - $12.8K
|
100
$5.25K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$5.59K - $12.8K
|
100
$5.25K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$5.59K - $12.8K
|
100
$5.25K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$4.19K - $9.63K
|
75
$3.94K
|