Purchases and Sales Made in Q4 2022 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
713+ 31.9% |
$6.35K - $15.4K
|
2.95K
$147K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
704+ 2707.69% |
$6.27K - $15.2K
|
730
$36.4K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
691+ 45.1% |
$6.16K - $14.9K
|
2.22K
$111K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
670+ 0.37% |
$5.97K - $14.5K
|
180K
$9M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
627+ 0.67% |
$5.59K - $13.5K
|
94.7K
$4.73M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
627+ 0.67% |
$5.59K - $13.5K
|
94.7K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
580+ 2.52% |
$5.17K - $12.5K
|
23.6K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
558+ 31.23% |
$4.97K - $12.1K
|
2.35K
$117K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
535New |
$4.77K - $11.6K
|
535
$26.7K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
530New |
$4.72K - $11.5K
|
530
$26.4K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
470+ 4.06% |
$4.19K - $10.2K
|
12K
$601K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
388New |
$3.46K - $8.38K
|
388
$19.4K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
381+ 2.24% |
$3.39K - $8.23K
|
17.4K
$869K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
375+ 20.14% |
$3.34K - $8.1K
|
2.24K
$112K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
300New |
$2.67K - $6.48K
|
300
$15K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
224+ 107.18% |
$2K - $4.84K
|
433
$21.6K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
219+ 1564.29% |
$1.95K - $4.73K
|
233
$11.6K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
201+ 0.91% |
$1.79K - $4.34K
|
22.3K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$1.78K - $4.32K
|
200
$9.98K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
168+ 54.72% |
$1.5K - $3.63K
|
475
$23.7K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$1.34K - $3.24K
|
150
$7.49K
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
142New |
$1.27K - $3.07K
|
142
$7.09K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
141+ 0.42% |
$1.26K - $3.05K
|
33.7K
$1.68M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
131New |
$1.17K - $2.83K
|
131
$6.54K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
107New |
$953 - $2.31K
|
107
$5.34K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$891 - $2.16K
|
100
$4.99K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 117.65% |
$891 - $2.16K
|
185
$9.23K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$4.99K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$4.99K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
83+ 1.83% |
$740 - $1.79K
|
4.61K
$230K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 2.67% |
$713 - $1.73K
|
3.08K
$154K
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
66New |
$588 - $1.43K
|
66
$3.29K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 2.69% |
$579 - $1.4K
|
2.48K
$124K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
54New |
$481 - $1.17K
|
54
$2.69K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
53New |
$472 - $1.15K
|
53
$2.64K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$446 - $1.08K
|
50
$2.5K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50New |
$446 - $1.08K
|
50
$2.5K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
49+ 0.43% |
$437 - $1.06K
|
11.5K
$576K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
48New |
$428 - $1.04K
|
48
$2.4K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.35% |
$419 - $1.02K
|
13.4K
$668K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
44+ 56.41% |
$392 - $951
|
122
$6.09K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$347 - $843
|
39
$1.95K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$267 - $648
|
30
$1.5K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25New |
$223 - $540
|
25
$1.25K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
20New |
$178 - $432
|
20
$998
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$178 - $432
|
20
$998
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 3.22% |
$143 - $346
|
513
$25.6K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
14+ 0.01% |
$125 - $303
|
198K
$9.9M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$107 - $259
|
12
$599
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 43.48% |
$89.1 - $216
|
33
$1.65K
|