Latest Institutional Purchases of Affirm Holdings, Inc. (AFRM)
This list provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
357+ 6.97% |
$13.7K - $26K
|
5.48K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
332+ 78.12% |
$12.8K - $24.2K
|
757
$35K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
325+ 29.63% |
$12.5K - $23.7K
|
1.42K
$65.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
310+ 0.23% |
$11.9K - $22.6K
|
133K
$6.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
292New |
$11.2K - $21.3K
|
292
$13.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$7.7K - $14.6K
|
200
$9.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
194+ 12.1% |
$7.47K - $14.1K
|
1.8K
$83K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
175New |
$6.73K - $12.8K
|
175
$8.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
167+ 2.64% |
$6.43K - $12.2K
|
6.5K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
166+ 0.64% |
$6.39K - $12.1K
|
26.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
143New |
$5.5K - $10.4K
|
143
$6.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
115+ 2.64% |
$4.43K - $8.38K
|
4.47K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 726.67% |
$4.19K - $7.94K
|
124
$5.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 28.99% |
$3.85K - $7.29K
|
445
$20.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 4.35% |
$3.85K - $7.29K
|
2.4K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.85K - $7.29K
|
100
$4.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
98+ 0.88% |
$3.77K - $7.14K
|
11.2K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
CALL |
93New |
$3.58K - $6.78K
|
93
$4.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 5.96% |
$2.46K - $4.66K
|
1.14K
$52.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
61+ 1.21% |
$2.35K - $4.44K
|
5.11K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60+ 222.22% |
$2.31K - $4.37K
|
87
$4.02K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
55New |
$2.12K - $4.01K
|
55
$2.54K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
50New |
$1.92K - $3.64K
|
50
$2.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.92K - $3.64K
|
50
$2.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
47New |
$1.81K - $3.42K
|
47
$2.17K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 3.12% |
$1.54K - $2.91K
|
1.32K
$61.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 166.67% |
$1.54K - $2.91K
|
64
$2.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 277.78% |
$962 - $1.82K
|
34
$1.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 8.17% |
$962 - $1.82K
|
331
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$654 - $1.24K
|
17
$785
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$616 - $1.17K
|
16
$739
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 320.0% |
$616 - $1.17K
|
21
$970
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11+ 0.62% |
$423 - $801
|
1.79K
$82.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10New |
$385 - $729
|
10
$462
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.86% |
$346 - $656
|
79
$3.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 56.25% |
$346 - $656
|
25
$1.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.01% |
$308 - $583
|
803
$37.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$231 - $437
|
6
$277
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$231 - $437
|
15
$693
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 8.0% |
$77 - $146
|
27
$1.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$38.5 - $72.9
|
3.5K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$38.5 - $72.9
|
19.5K
$901K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$38.5 - $72.9
|
319
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$38.5 - $72.9
|
5.01K
$231K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
1.5M+ 583.4% |
$36.3M - $67.6M
|
1.76M
$81.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
683KNew |
$16.5M - $30.7M
|
683K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Glendon Capital Management LP
Santa Monica, CA |
BUY
|
- |
336KNew |
$8.1M - $15.1M
|
336K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
289K+ 106.38% |
$6.96M - $13M
|
560K
$25.9M
|
|