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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 175.0% |
$3.91K - $8.99K
|
110
$8.42K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
62New |
$3.46K - $7.96K
|
62
$4.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56New |
$3.13K - $7.19K
|
56
$4.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55New |
$3.07K - $7.06K
|
55
$4.21K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50New |
$2.79K - $6.42K
|
50
$3.83K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 4.86% |
$2.79K - $6.42K
|
1.08K
$82.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
50+ 14.29% |
$2.79K - $6.42K
|
400
$30.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50New |
$2.79K - $6.42K
|
50
$3.83K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
50New |
$2.79K - $6.42K
|
50
$3.83K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
40New |
$2.23K - $5.13K
|
40
$3.06K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40New |
$2.23K - $5.13K
|
40
$3.06K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
36New |
$2.01K - $4.62K
|
36
$2.76K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.55% |
$1.4K - $3.21K
|
4.55K
$348K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
23New |
$1.28K - $2.95K
|
23
$1.76K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 28.95% |
$614 - $1.41K
|
49
$3.75K
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10New |
$559 - $1.28K
|
10
$766
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9New |
$503 - $1.16K
|
9
$689
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$447 - $1.03K
|
8
$612
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$223 - $513
|
4
$306
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3New |
$168 - $385
|
3
$230
|
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3+ 0.0% |
$168 - $385
|
225K
$17.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$55.9 - $128
|
1
$76.6
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-12- 23.08% |
$670 - $1.54K
|
40
$3.06K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-38- 35.19% |
$2.12K - $4.88K
|
70
$5.36K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-48- 0.09% |
$2.68K - $6.16K
|
51.4K
$3.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-49Closed |
$2.74K - $6.29K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$2.79K - $6.42K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-50- 1.01% |
$2.79K - $6.42K
|
4.9K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 50.0% |
$2.79K - $6.42K
|
50
$3.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-54- 0.56% |
$3.02K - $6.93K
|
9.53K
$730K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-59- 3.31% |
$3.3K - $7.57K
|
1.73K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75Closed |
$4.19K - $9.63K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 28.57% |
$5.59K - $12.8K
|
250
$19.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-100Closed |
$5.59K - $12.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-100Closed |
$5.59K - $12.8K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-120Closed |
$6.7K - $15.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-136Closed |
$7.6K - $17.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-200Closed |
$11.2K - $25.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-239- 1.73% |
$13.4K - $30.7K
|
13.6K
$1.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-274- 2.53% |
$15.3K - $35.2K
|
10.6K
$809K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-300Closed |
$16.8K - $38.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$22.3K - $51.3K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-400- 50.0% |
$22.3K - $51.3K
|
400
$30.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-448- 6.4% |
$25K - $57.5K
|
6.55K
$502K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-541- 67.63% |
$30.2K - $69.4K
|
259
$19.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-793Closed |
$44.3K - $102K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.03K- 40.83% |
$57.5K - $132K
|
1.49K
$114K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.11K- 27.64% |
$61.8K - $142K
|
2.9K
$222K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.67K- 35.79% |
$93.2K - $214K
|
2.99K
$229K
|