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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.18KClosed |
$212K - $367K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-96.6KClosed |
$9.41M - $16.3M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
64.1KNew |
$6.24M - $10.8M
|
64.1K
$4.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$9.74K - $16.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.23KClosed |
$217K - $376K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
151New |
$14.7K - $25.4K
|
151
$9.69K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 60.0% |
$2.92K - $5.06K
|
80
$5.13K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-259Closed |
$25.2K - $43.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10KClosed |
$974K - $1.69M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-23Closed |
$2.24K - $3.88K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-6.2KClosed |
$604K - $1.04M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
4.85K+ 81.8% |
$472K - $817K
|
10.8K
$691K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
1New |
$97.4 - $169
|
1
$64.2
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-21.5KClosed |
$2.09M - $3.62M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
SELL
|
- |
-1.95KClosed |
$190K - $329K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.44KClosed |
$530K - $917K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-22Closed |
$2.14K - $3.71K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9K+ 300.0% |
$876K - $1.52M
|
12K
$770K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-7.2K- 65.62% |
$701K - $1.21M
|
3.77K
$242K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 50.0% |
$9.74K - $16.9K
|
300
$19.2K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
40New |
$3.89K - $6.74K
|
40
$2.57K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$4.87K - $8.43K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
207+ 30.9% |
$11.6K - $26.6K
|
877
$56.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.1KClosed |
$1.18M - $2.71M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spt Invest Management Sarl
Contern, N4 |
SELL
|
- |
-41.5KClosed |
$2.32M - $5.32M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-162KClosed |
$9.03M - $20.7M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-67KClosed |
$3.74M - $8.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-150KClosed |
$8.38M - $19.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-46.7KClosed |
$2.61M - $5.99M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-793Closed |
$44.3K - $102K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1.04K+ 20.82% |
$58.2K - $134K
|
6.04K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-136Closed |
$7.6K - $17.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-25.5KClosed |
$1.42M - $3.27M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
15.8KNew |
$885K - $2.03M
|
15.8K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-37.5KClosed |
$2.09M - $4.81M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$22.3K - $51.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-1.38MClosed |
$77M - $177M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-7.5KClosed |
$419K - $963K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13.5KNew |
$752K - $1.73M
|
13.5K
$863K
|
|
|
Nov 12, 2021
Q3 2021
|
Ah Equity Partners Iv (Parallel), L.L.C.
Menlo Park, CA |
SELL
|
- |
-981KClosed |
$54.8M - $126M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-200Closed |
$11.2K - $25.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$4.19K - $9.63K
|
75
$4.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-253KClosed |
$14.1M - $32.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-300Closed |
$16.8K - $38.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-100Closed |
$5.59K - $12.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
$475K - $1.09M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$2.79K - $6.42K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.71KClosed |
$151K - $348K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
381KNew |
$21.3M - $48.9M
|
381K
$24.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$5.59K - $12.8K
|
100
$6.42K
|
|