Purchases and Sales Made in Q4 2023 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 2023. 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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 13.93% |
$1.66K - $5.14K
|
618
$41.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-113- 31.48% |
$1.88K - $5.81K
|
246
$16.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-120- 63.16% |
$2K - $6.17K
|
70
$4.66K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-125- 7.86% |
$2.08K - $6.42K
|
1.47K
$97.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 12.5% |
$2.16K - $6.68K
|
910
$60.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-208- 43.24% |
$3.46K - $10.7K
|
273
$18.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-219- 16.0% |
$3.64K - $11.3K
|
1.15K
$76.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-290- 1.8% |
$4.83K - $14.9K
|
15.8K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 15.46% |
$4.99K - $15.4K
|
1.64K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-309- 10.31% |
$5.14K - $15.9K
|
2.69K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-319- 92.73% |
$5.31K - $16.4K
|
25
$1.66K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-500- 50.0% |
$8.32K - $25.7K
|
500
$33.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-579- 65.57% |
$9.63K - $29.8K
|
304
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-600- 17.21% |
$9.98K - $30.8K
|
2.89K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-879- 3.98% |
$14.6K - $45.2K
|
21.2K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-950- 49.71% |
$15.8K - $48.8K
|
961
$64K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-975- 15.28% |
$16.2K - $50.1K
|
5.41K
$360K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-975- 9.92% |
$16.2K - $50.1K
|
8.85K
$589K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.02K- 8.75% |
$16.9K - $52.3K
|
10.6K
$706K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.04K- 3.89% |
$17.3K - $53.3K
|
25.6K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.04K- 0.64% |
$17.4K - $53.7K
|
161K
$10.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.91K- 46.1% |
$31.7K - $97.9K
|
2.23K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.86K- 25.21% |
$47.6K - $147K
|
8.5K
$565K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.89K- 16.93% |
$48.2K - $149K
|
14.2K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 8.83% |
$55.9K - $173K
|
34.7K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 7.62% |
$60.7K - $187K
|
44.2K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 0.65% |
$64K - $198K
|
589K
$39.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.14K- 49.37% |
$68.9K - $213K
|
4.25K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.19K- 28.74% |
$69.7K - $215K
|
10.4K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.28K- 95.21% |
$71.2K - $220K
|
215
$14.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.3K- 14.95% |
$71.5K - $221K
|
24.5K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-4.35K- 23.91% |
$72.3K - $223K
|
13.8K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-4.4K- 15.93% |
$73.2K - $226K
|
23.2K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.59K- 17.95% |
$76.3K - $236K
|
21K
$1.39M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.6K- 42.81% |
$76.5K - $236K
|
6.14K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.92K- 2.6% |
$81.8K - $253K
|
184K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.71K- 27.56% |
$94.9K - $293K
|
15K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.81K- 33.42% |
$96.7K - $299K
|
11.6K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.83K- 7.12% |
$97.1K - $300K
|
76.1K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6.47K- 14.39% |
$108K - $332K
|
38.5K
$2.56M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.82K- 4.23% |
$114K - $351K
|
155K
$10.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-7.06K- 72.24% |
$117K - $363K
|
2.71K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-7.54K- 2.69% |
$125K - $387K
|
273K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.17K- 16.79% |
$136K - $420K
|
40.5K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.43K- 3.37% |
$140K - $433K
|
241K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-8.59K- 57.59% |
$143K - $442K
|
6.33K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-10.5K- 6.03% |
$175K - $540K
|
164K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-10.7K- 30.38% |
$178K - $549K
|
24.5K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10.9K- 34.69% |
$181K - $559K
|
20.5K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-12.5K- 50.06% |
$208K - $644K
|
12.5K
$832K
|