Purchases and Sales Made in Q4 2023 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 2023. 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 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
9.76K+ 15.39% |
$162K - $501K
|
73.2K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.63KNew |
$160K - $495K
|
9.63K
$728K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
9.36KNew |
$156K - $481K
|
9.36K
$708K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$153K - $474K
|
9.22K
$698K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.22K+ 43.46% |
$153K - $474K
|
30.4K
$2.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.7K+ 31.79% |
$145K - $447K
|
36.1K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.65K+ 56.27% |
$144K - $444K
|
24K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.55KNew |
$142K - $440K
|
8.55K
$647K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
8.51K+ 12.42% |
$142K - $437K
|
77K
$5.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.39KNew |
$140K - $431K
|
8.39K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.34K+ 72.59% |
$139K - $429K
|
19.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.24KNew |
$137K - $424K
|
8.24K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
8.19KNew |
$136K - $421K
|
8.19K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.12KNew |
$135K - $417K
|
8.12K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
7.82K+ 2608.0% |
$130K - $402K
|
8.12K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.82KNew |
$130K - $402K
|
7.82K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.36KNew |
$123K - $378K
|
7.36K
$557K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$122K - $376K
|
7.32K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.22KNew |
$120K - $371K
|
7.22K
$546K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$118K - $365K
|
7.11K
$538K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$530K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
7KNew |
$116K - $360K
|
7K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.96KNew |
$116K - $358K
|
6.96K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.79K+ 64.34% |
$113K - $349K
|
17.3K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.47KNew |
$108K - $332K
|
6.47K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.42K+ 6.67% |
$107K - $330K
|
103K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.38KNew |
$106K - $328K
|
6.38K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.34KNew |
$106K - $326K
|
6.34K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.21KNew |
$103K - $319K
|
6.21K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
6.1K+ 25.18% |
$102K - $314K
|
30.3K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.1KNew |
$102K - $313K
|
6.1K
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.93K+ 4.75% |
$98.7K - $305K
|
131K
$9.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.85KNew |
$97.3K - $301K
|
5.85K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
5.71KNew |
$95K - $293K
|
5.71K
$432K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.68K+ 6.4% |
$94.4K - $292K
|
94.3K
$7.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.64K+ 26.12% |
$93.8K - $290K
|
27.2K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.64KNew |
$93.8K - $290K
|
5.64K
$426K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
5.59KNew |
$93K - $287K
|
5.59K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.57KNew |
$92.6K - $286K
|
5.57K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.5KNew |
$91.5K - $283K
|
5.5K
$416K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.4KNew |
$89.9K - $278K
|
5.4K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.4KNew |
$89.9K - $278K
|
5.4K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.36KNew |
$89.2K - $275K
|
5.36K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.25KNew |
$87.3K - $270K
|
5.25K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.17K+ 1.59% |
$86.1K - $266K
|
330K
$25M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 44.24% |
$85.9K - $265K
|
16.8K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$388K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.12KNew |
$85.1K - $263K
|
5.12K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.11K+ 12.35% |
$85K - $262K
|
46.5K
$3.52M
|