Purchases and Sales Made in Q4 2024 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 2024. 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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
61+ 1.21% |
$2.35K - $4.44K
|
5.11K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60+ 222.22% |
$2.31K - $4.37K
|
87
$6.66K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
55New |
$2.12K - $4.01K
|
55
$4.21K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
50New |
$1.92K - $3.64K
|
50
$3.83K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.92K - $3.64K
|
50
$3.83K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
47New |
$1.81K - $3.42K
|
47
$3.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 3.12% |
$1.54K - $2.91K
|
1.32K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 166.67% |
$1.54K - $2.91K
|
64
$4.9K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
35New |
$1.35K - $2.55K
|
35
$2.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
29+ 207.14% |
$1.12K - $2.11K
|
43
$3.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 8.17% |
$962 - $1.82K
|
331
$25.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 277.78% |
$962 - $1.82K
|
34
$2.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$654 - $1.24K
|
17
$1.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$616 - $1.17K
|
16
$1.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 320.0% |
$616 - $1.17K
|
21
$1.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11+ 0.62% |
$423 - $801
|
1.79K
$137K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10New |
$385 - $729
|
10
$766
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$385 - $729
|
10
$766
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.86% |
$346 - $656
|
79
$6.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 56.25% |
$346 - $656
|
25
$1.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.01% |
$308 - $583
|
803
$61.5K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$308 - $583
|
8
$612
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$231 - $437
|
6
$459
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$231 - $437
|
15
$1.15K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$77 - $146
|
2
$153
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 8.0% |
$77 - $146
|
27
$2.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$38.5 - $72.9
|
5.01K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$38.5 - $72.9
|
19.5K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$38.5 - $72.9
|
3.5K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$38.5 - $72.9
|
319
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.32% |
$38.5 - $72.9
|
309
$23.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 22.22% |
$77 - $146
|
7
$536
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 50.0% |
$115 - $219
|
3
$230
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 18.52% |
$192 - $364
|
22
$1.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 6.67% |
$192 - $364
|
70
$5.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 0.83% |
$308 - $583
|
954
$73K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 68.18% |
$577 - $1.09K
|
7
$536
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 47.06% |
$616 - $1.17K
|
18
$1.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$654 - $1.24K
|
11.8K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19- 4.22% |
$731 - $1.38K
|
431
$33K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 64.52% |
$770 - $1.46K
|
11
$842
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 0.36% |
$808 - $1.53K
|
5.82K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 31.18% |
$1.12K - $2.11K
|
64
$4.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.39% |
$1.15K - $2.19K
|
2.13K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-45- 0.25% |
$1.73K - $3.28K
|
17.9K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-48- 2.76% |
$1.85K - $3.5K
|
1.69K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49- 2.03% |
$1.89K - $3.57K
|
2.36K
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 15.87% |
$1.92K - $3.64K
|
265
$20.3K
|