Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-35- 41.18% |
$512 - $1.67K
|
50
$3.09K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-5.11KClosed |
$74.7K - $244K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-26.3K- 69.85% |
$385K - $1.25M
|
11.4K
$702K
|
|
|
Jul 26, 2022
Q2 2022
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
41KNew |
$600K - $1.96M
|
41K
$2.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-6.64KClosed |
$97.2K - $317K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-27.6KClosed |
$404K - $1.32M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
14New |
$205 - $668
|
14
$866
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 66.67% |
$1.46K - $4.77K
|
250
$15.5K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.3K+ 185.71% |
$19K - $62K
|
2K
$124K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-46Closed |
$673 - $2.19K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 28.57% |
$732 - $2.39K
|
125
$7.73K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$4.39K - $14.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-7.39KClosed |
$108K - $352K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.33KClosed |
$107K - $350K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
15.1K+ 76.05% |
$221K - $721K
|
35K
$2.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.8KClosed |
$143K - $467K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-544Closed |
$7.96K - $25.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-18Closed |
$263 - $859
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.5K- 50.0% |
$39.3K - $143K
|
1.5K
$92.8K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.91KClosed |
$103K - $373K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-150Closed |
$3.93K - $14.3K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-8.96KClosed |
$235K - $853K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
64New |
$1.68K - $6.09K
|
64
$3.96K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.01KClosed |
$52.8K - $192K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-30KClosed |
$787K - $2.86M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.62KClosed |
$68.7K - $250K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-352Closed |
$9.23K - $33.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-22.7KClosed |
$594K - $2.16M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-75KClosed |
$1.97M - $7.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-50KClosed |
$1.31M - $4.76M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Maplelane Capital, LLC
New York, NY |
SELL
|
CALL |
-418KClosed |
$10.9M - $39.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.28KClosed |
$59.7K - $217K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-147KClosed |
$3.86M - $14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-200KClosed |
$5.24M - $19M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-282Closed |
$7.39K - $26.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-17.5KClosed |
$459K - $1.67M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
2.6KNew |
$68.2K - $248K
|
2.6K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
7.72K+ 105.68% |
$202K - $735K
|
15K
$929K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.8KClosed |
$152K - $552K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-2.1KClosed |
$55.1K - $200K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-82.5KClosed |
$2.16M - $7.86M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11Closed |
$288 - $1.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.82KClosed |
$73.8K - $268K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.71KClosed |
$71K - $258K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-5.83KClosed |
$153K - $555K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-19.6KClosed |
$514K - $1.87M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-6.12KClosed |
$160K - $582K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-45.7KClosed |
$1.2M - $4.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-121KClosed |
$3.17M - $11.5M
|
0
$0
|
|