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 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$654 - $1.24K
|
17
$1.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.2K- 5.14% |
$123K - $233K
|
59K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.92K - $3.64K
|
50
$3.21K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
26.5KNew |
$1.02M - $1.93M
|
26.5K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-508- 2.11% |
$19.5K - $37K
|
23.5K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
26K+ 31.01% |
$1M - $1.89M
|
110K
$7.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.7KNew |
$181K - $342K
|
4.7K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-369K- 97.06% |
$14.2M - $26.9M
|
11.2K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 15.87% |
$1.92K - $3.64K
|
265
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-557K- 5.6% |
$21.4M - $40.6M
|
9.38M
$602M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.3KNew |
$512K - $970K
|
13.3K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.06K- 2.2% |
$79.1K - $150K
|
91.5K
$5.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.48KNew |
$134K - $254K
|
3.48K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
422+ 5.61% |
$16.2K - $30.7K
|
7.94K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.67KNew |
$141K - $268K
|
3.67K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
325+ 29.63% |
$12.5K - $23.7K
|
1.42K
$91.2K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7.5K+ 6.05% |
$289K - $546K
|
132K
$8.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$38.5 - $72.9
|
319
$20.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 11.2% |
$45.4K - $85.9K
|
9.35K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-246- 0.81% |
$9.47K - $17.9K
|
30.2K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$231 - $437
|
15
$962
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
292New |
$11.2K - $21.3K
|
292
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.18K- 70.04% |
$84K - $159K
|
934
$59.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.3K+ 10.79% |
$935K - $1.77M
|
249K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.9K- 96.65% |
$150K - $284K
|
135
$8.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-117- 25.38% |
$4.5K - $8.52K
|
344
$22.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-666- 61.95% |
$25.6K - $48.5K
|
409
$26.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.86% |
$346 - $656
|
79
$5.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4KNew |
$154K - $292K
|
4K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.64K+ 57.45% |
$140K - $265K
|
9.98K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-79- 15.4% |
$3.04K - $5.76K
|
434
$27.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29KNew |
$1.11M - $2.11M
|
29K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.05K- 20.42% |
$40.3K - $76.4K
|
4.08K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 0.36% |
$808 - $1.53K
|
5.82K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
217KNew |
$8.36M - $15.8M
|
217K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1KNew |
$38.5K - $72.9K
|
1K
$64.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.41KNew |
$131K - $248K
|
3.41K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.8K- 43.92% |
$878K - $1.66M
|
29.1K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.22KNew |
$201K - $381K
|
5.22K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.84KNew |
$340K - $644K
|
8.84K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.4K+ 73.93% |
$323K - $612K
|
19.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 4.35% |
$3.85K - $7.29K
|
2.4K
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
16.2KNew |
$623K - $1.18M
|
16.2K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
496+ 45.38% |
$19.1K - $36.1K
|
1.59K
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
36.9KNew |
$1.42M - $2.68M
|
36.9K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-48- 2.76% |
$1.85K - $3.5K
|
1.69K
$108K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16KNew |
$160K - $303K
|
4.16K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.45KNew |
$133K - $251K
|
3.45K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-97.2K- 88.72% |
$3.74M - $7.08M
|
12.4K
$793K
|