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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Lightspeed Opportunity Fund, L.P.
Menlo Park, CA |
BUY
|
- |
1.25MNew |
$11.4M - $26.5M
|
1.25M
$88.5M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-61.7K- 87.21% |
$559K - $1.31M
|
9.06K
$639K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10.1KNew |
$91.5K - $214K
|
10.1K
$712K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.7KNew |
$133K - $311K
|
14.7K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
76+ 62.3% |
$689 - $1.61K
|
198
$14K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
520+ 52000.0% |
$4.71K - $11K
|
521
$36.7K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
167New |
$1.51K - $3.53K
|
167
$11.8K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-70K- 99.19% |
$634K - $1.48M
|
570
$40.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-88- 8.88% |
$797 - $1.86K
|
903
$63.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
77New |
$698 - $1.63K
|
77
$5.43K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
483K+ 89.87% |
$4.37M - $10.2M
|
1.02M
$71.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$90.6 - $211
|
10
$705
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 64.52% |
$906 - $2.11K
|
55
$3.88K
|
|
|
Apr 07, 2023
Q1 2023
|
Tuttle Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$96.4K - $225K
|
10.6K
$750K
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$44.6 - $108
|
5
$353
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
151KNew |
$1.34M - $3.26M
|
151K
$10.6M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.5KNew |
$103K - $249K
|
11.5K
$812K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1KNew |
$8.91K - $21.6K
|
1K
$70.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2New |
$17.8 - $43.2
|
2
$141
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
61.7KNew |
$550K - $1.33M
|
61.7K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Ggv Capital LLC
|
SELL
|
- |
-232K- 10.11% |
$2.06M - $5.01M
|
2.06M
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
53New |
$472 - $1.15K
|
53
$3.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.5KNew |
$227K - $550K
|
25.5K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
204KNew |
$1.82M - $4.41M
|
204K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
107K+ 591.67% |
$949K - $2.3M
|
125K
$8.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
52KNew |
$463K - $1.12M
|
52K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-868- 7.33% |
$7.73K - $18.8K
|
11K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$114K - $277K
|
12.8K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
123KNew |
$1.09M - $2.65M
|
123K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
250KNew |
$2.23M - $5.4M
|
250K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.4KNew |
$111K - $268K
|
12.4K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$446K - $1.08M
|
50K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
48.7KNew |
$434K - $1.05M
|
48.7K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
20New |
$178 - $432
|
20
$1.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12.2KNew |
$109K - $264K
|
12.2K
$862K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
10.2KNew |
$90.8K - $220K
|
10.2K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
40New |
$356 - $864
|
40
$2.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
27K+ 166.32% |
$241K - $584K
|
43.3K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.03K+ 2.7% |
$9.21K - $22.3K
|
39.3K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$1.78K - $4.32K
|
200
$14.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$107 - $259
|
12
$846
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
5KNew |
$44.6K - $108K
|
5K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85- 89.47% |
$757 - $1.84K
|
10
$705
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.5K+ 37.5% |
$147K - $357K
|
60.5K
$4.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
64.5KNew |
$575K - $1.39M
|
64.5K
$4.55M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$891 - $2.16K
|
100
$7.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 43.48% |
$89.1 - $216
|
33
$2.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-201- 50.63% |
$1.79K - $4.34K
|
196
$13.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$347 - $843
|
39
$2.75K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.37K- 98.87% |
$38.9K - $94.3K
|
50
$3.53K
|
|