Purchases and Sales Made in Q3 2022 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q3 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
141+ 0.4% |
$2.42K - $5.63K
|
35.6K
$2.17M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
135New |
$2.32K - $5.39K
|
135
$8.24K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 132.22% |
$2.05K - $4.75K
|
209
$12.8K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
104+ 2.35% |
$1.79K - $4.15K
|
4.53K
$277K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
104New |
$1.79K - $4.15K
|
104
$6.35K
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.31% |
$1.72K - $3.99K
|
32.4K
$1.98M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 4.09% |
$1.63K - $3.79K
|
2.42K
$148K
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
93+ 0.07% |
$1.6K - $3.71K
|
132K
$8.06M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
92New |
$1.58K - $3.67K
|
92
$5.62K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84+ 17.28% |
$1.44K - $3.35K
|
570
$34.8K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78New |
$1.34K - $3.11K
|
78
$4.76K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
65+ 0.49% |
$1.12K - $2.59K
|
13.3K
$814K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 2.1% |
$688 - $1.6K
|
1.94K
$119K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
25+ 1.36% |
$430 - $998
|
1.86K
$114K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23New |
$395 - $918
|
23
$1.4K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$378 - $878
|
22
$1.34K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
22New |
$378 - $878
|
22
$1.34K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$344 - $798
|
20
$1.22K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19+ 271.43% |
$327 - $758
|
26
$1.59K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
17+ 60.71% |
$292 - $678
|
45
$2.75K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
16New |
$275 - $639
|
16
$977
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$258 - $599
|
15
$916
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14New |
$241 - $559
|
14
$855
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
14New |
$241 - $559
|
14
$855
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$241 - $559
|
14
$855
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 31.82% |
$120 - $279
|
29
$1.77K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.13% |
$17.2 - $39.9
|
48
$2.93K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-10- 38.46% |
$172 - $399
|
16
$977
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 61.29% |
$327 - $758
|
12
$733
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 21.15% |
$378 - $878
|
82
$5.01K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 32.43% |
$413 - $958
|
50
$3.05K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39- 29.1% |
$670 - $1.56K
|
95
$5.8K
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-47- 1.27% |
$808 - $1.88K
|
3.65K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-47- 1.27% |
$808 - $1.88K
|
3.65K
$223K
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-47- 1.27% |
$808 - $1.88K
|
3.65K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-54- 5.33% |
$928 - $2.16K
|
960
$58.6K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-80- 93.02% |
$1.38K - $3.19K
|
6
$366
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-80- 21.33% |
$1.38K - $3.19K
|
295
$18K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100Closed |
$1.72K - $3.99K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-156- 6.24% |
$2.68K - $6.23K
|
2.35K
$143K
|
|
Nov 10, 2022
Q3 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-187- 65.16% |
$3.21K - $7.46K
|
100
$6.11K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-220- 28.06% |
$3.78K - $8.78K
|
564
$34.4K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-250- 9.75% |
$4.3K - $9.98K
|
2.31K
$141K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-276- 0.52% |
$4.74K - $11K
|
52.8K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 72.29% |
$5.16K - $12K
|
115
$7.02K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-303- 1.31% |
$5.21K - $12.1K
|
22.9K
$1.4M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-404- 20.87% |
$6.94K - $16.1K
|
1.53K
$93.6K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-410- 7.8% |
$7.05K - $16.4K
|
4.84K
$296K
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-422- 2.41% |
$7.25K - $16.8K
|
17.1K
$1.04M
|