Purchases and Sales Made in Q4 2021 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
173+ 1922.22% |
$16.8K - $29.2K
|
182
$7.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 15.76% |
$16.6K - $28.6K
|
1.25K
$50.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
162+ 49.39% |
$15.8K - $27.3K
|
490
$19.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
160New |
$15.6K - $27K
|
160
$6.5K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
155New |
$15.1K - $26.1K
|
155
$6.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
151New |
$14.7K - $25.4K
|
151
$6.14K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
150New |
$14.6K - $25.3K
|
150
$6.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
150+ 375.0% |
$14.6K - $25.3K
|
190
$7.72K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
147New |
$14.3K - $24.8K
|
147
$5.98K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
147New |
$14.3K - $24.8K
|
147
$5.98K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
110+ 4.38% |
$10.7K - $18.5K
|
2.62K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$9.74K - $16.9K
|
100
$4.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$9.74K - $16.9K
|
100
$4.07K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 50.0% |
$9.74K - $16.9K
|
300
$12.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 14.29% |
$9.74K - $16.9K
|
800
$32.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$9.74K - $16.9K
|
100
$4.07K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
100New |
$9.74K - $16.9K
|
100
$4.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
95New |
$9.25K - $16K
|
95
$3.86K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 19.35% |
$8.76K - $15.2K
|
555
$22.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
78New |
$7.59K - $13.1K
|
78
$3.17K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
69New |
$6.72K - $11.6K
|
69
$2.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68New |
$6.62K - $11.5K
|
68
$2.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
68New |
$6.62K - $11.5K
|
68
$2.76K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
61+ 338.89% |
$5.94K - $10.3K
|
79
$3.21K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
51New |
$4.97K - $8.59K
|
51
$2.07K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 100.0% |
$4.87K - $8.43K
|
100
$4.07K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$4.87K - $8.43K
|
50
$2.03K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49New |
$4.77K - $8.26K
|
49
$1.99K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
48New |
$4.67K - $8.09K
|
48
$1.95K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$4.58K - $7.92K
|
47
$1.91K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
45+ 112.5% |
$4.38K - $7.58K
|
85
$3.46K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
44+ 3.64% |
$4.28K - $7.41K
|
1.25K
$50.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42New |
$4.09K - $7.08K
|
42
$1.71K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
40New |
$3.89K - $6.74K
|
40
$1.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.46% |
$3.12K - $5.39K
|
6.95K
$283K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
32New |
$3.12K - $5.39K
|
32
$1.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 60.0% |
$2.92K - $5.06K
|
80
$3.25K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
29+ 0.1% |
$2.82K - $4.89K
|
28.5K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
27+ 4.91% |
$2.63K - $4.55K
|
577
$23.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 1.88% |
$2.34K - $4.04K
|
1.3K
$52.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$2.34K - $4.04K
|
24
$976
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
23New |
$2.24K - $3.88K
|
23
$935
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.95K - $3.37K
|
20
$813
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.95K - $3.37K
|
20
$813
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19New |
$1.85K - $3.2K
|
19
$772
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17+ 566.67% |
$1.66K - $2.86K
|
20
$813
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$1.56K - $2.7K
|
16
$650
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16+ 44.44% |
$1.56K - $2.7K
|
52
$2.11K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$1.46K - $2.53K
|
15
$610
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 175.0% |
$1.36K - $2.36K
|
22
$894
|