Purchases and Sales Made in Q4 2021 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
7New |
$682 - $1.18K
|
7
$442
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4+ 0.68% |
$389 - $674
|
592
$37.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$292 - $506
|
3
$190
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 5.56% |
$195 - $337
|
38
$2.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
1New |
$97.4 - $169
|
1
$63.2
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1+ 1.61% |
$97.4 - $169
|
63
$3.98K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$97.4 - $169
|
1
$63.2
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$97.4 - $169
|
1
$63.2
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$97.4 - $169
|
0
$0
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 83.33% |
$974 - $1.69K
|
2
$126
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-16Closed |
$1.56K - $2.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-22Closed |
$2.14K - $3.71K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-23Closed |
$2.24K - $3.88K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-30- 16.67% |
$2.92K - $5.06K
|
150
$9.48K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-49Closed |
$4.77K - $8.26K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50Closed |
$4.87K - $8.43K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$4.87K - $8.43K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 20.0% |
$4.87K - $8.43K
|
200
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50Closed |
$4.87K - $8.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-51- 0.44% |
$4.97K - $8.59K
|
11.5K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55Closed |
$5.36K - $9.27K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63- 2.51% |
$6.13K - $10.6K
|
2.45K
$155K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-65- 41.94% |
$6.33K - $11K
|
90
$5.69K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-74- 2.33% |
$7.21K - $12.5K
|
3.1K
$196K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-100Closed |
$9.74K - $16.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$9.74K - $16.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-135- 90.0% |
$13.1K - $22.8K
|
15
$948
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-140Closed |
$13.6K - $23.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-140- 5.37% |
$13.6K - $23.6K
|
2.47K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-194- 5.56% |
$18.9K - $32.7K
|
3.3K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-209- 67.64% |
$20.4K - $35.2K
|
100
$6.32K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-226Closed |
$22K - $38.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-257- 18.94% |
$25K - $43.3K
|
1.1K
$69.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-259Closed |
$25.2K - $43.6K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-280- 87.23% |
$27.3K - $47.2K
|
41
$2.59K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-318Closed |
$31K - $53.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-320- 21.46% |
$31.2K - $53.9K
|
1.17K
$74K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-346- 3.77% |
$33.7K - $58.3K
|
8.83K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-403- 40.3% |
$39.2K - $67.9K
|
597
$37.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-437Closed |
$42.6K - $73.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-450Closed |
$43.8K - $75.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-625- 32.89% |
$60.9K - $105K
|
1.28K
$80.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-800- 14.04% |
$77.9K - $135K
|
4.9K
$310K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-808Closed |
$78.7K - $136K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-924Closed |
$90K - $156K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-968- 14.97% |
$94.3K - $163K
|
5.5K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1KClosed |
$97.4K - $169K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.07K- 10.63% |
$104K - $180K
|
9K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.16K- 17.16% |
$113K - $196K
|
5.61K
$355K
|