Purchases and Sales Made in Q3 2024 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q3 2024. The information is specifically focused on institutions that hold shares of Affirm Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 32.08% |
$410 - $765
|
70
$4.27K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$362 - $675
|
15
$916
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$338 - $630
|
14
$855
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14New |
$338 - $630
|
14
$855
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$314 - $585
|
13
$794
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 4.55% |
$265 - $495
|
253
$15.5K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11+ 55.0% |
$265 - $495
|
31
$1.89K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11+ 0.31% |
$265 - $495
|
3.61K
$220K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$241 - $450
|
10
$611
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$241 - $450
|
10
$611
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 266.67% |
$193 - $360
|
11
$672
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 800.0% |
$193 - $360
|
9
$550
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$145 - $270
|
6
$366
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.25% |
$145 - $270
|
485
$29.6K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.1% |
$121 - $225
|
5.01K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$72.4 - $135
|
3
$183
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 100.0% |
$72.4 - $135
|
6
$366
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$48.2 - $90
|
2
$122
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 3.57% |
$24.1 - $45
|
27
$1.65K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.66% |
$72.4 - $135
|
450
$27.5K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.27% |
$96.5 - $180
|
310
$18.9K
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$121 - $225
|
45
$2.75K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 10.87% |
$121 - $225
|
41
$2.5K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$241 - $450
|
5
$305
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25- 0.61% |
$603 - $1.12K
|
4.06K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.71% |
$603 - $1.12K
|
3.5K
$214K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 11.16% |
$627 - $1.17K
|
207
$12.6K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-26- 25.74% |
$627 - $1.17K
|
75
$4.58K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 3.59% |
$965 - $1.8K
|
1.07K
$65.6K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-51- 85.0% |
$1.23K - $2.29K
|
9
$550
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-59- 0.58% |
$1.42K - $2.65K
|
10K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-65- 7.56% |
$1.57K - $2.92K
|
795
$48.6K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 3.14% |
$1.69K - $3.15K
|
2.16K
$132K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-77- 0.57% |
$1.86K - $3.46K
|
13.5K
$826K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-133- 12.15% |
$3.21K - $5.98K
|
962
$58.7K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-140- 96.55% |
$3.38K - $6.3K
|
5
$305
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-150- 0.15% |
$3.62K - $6.75K
|
98.8K
$6.04M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 60.0% |
$3.62K - $6.75K
|
100
$6.11K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-155- 0.48% |
$3.74K - $6.97K
|
31.9K
$1.95M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-160- 25.76% |
$3.86K - $7.2K
|
461
$28.2K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-180- 2.31% |
$4.34K - $8.1K
|
7.63K
$466K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-204- 28.45% |
$4.92K - $9.18K
|
513
$31.3K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-209- 17.49% |
$5.04K - $9.4K
|
986
$60.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-220- 38.94% |
$5.31K - $9.9K
|
345
$21.1K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 15.23% |
$6.03K - $11.2K
|
1.39K
$84.9K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-265- 0.35% |
$6.39K - $11.9K
|
75.4K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-304Closed |
$7.33K - $13.7K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-344- 20.32% |
$8.3K - $15.5K
|
1.35K
$82.4K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-345- 6.1% |
$8.32K - $15.5K
|
5.31K
$324K
|