Purchases and Sales Made in Q4 2024 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4KNew |
$477K - $904K
|
12.4K
$727K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3KNew |
$474K - $897K
|
12.3K
$722K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11KNew |
$422K - $798K
|
11K
$643K
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.7KNew |
$413K - $781K
|
10.7K
$629K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$409K - $774K
|
10.6K
$623K
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
10.6KNew |
$409K - $774K
|
10.6K
$623K
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.2KNew |
$392K - $742K
|
10.2K
$597K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.61KNew |
$370K - $700K
|
9.61K
$564K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.36K+ 8.72% |
$360K - $682K
|
117K
$6.85M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 13.06% |
$344K - $652K
|
77.5K
$4.55M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.91K+ 86.67% |
$343K - $649K
|
19.2K
$1.13M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.84KNew |
$340K - $644K
|
8.84K
$518K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.4K+ 73.93% |
$323K - $612K
|
19.8K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
8.2KNew |
$316K - $597K
|
8.2K
$481K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.11K+ 116.85% |
$312K - $591K
|
15K
$882K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.04KNew |
$309K - $586K
|
8.04K
$471K
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.83KNew |
$301K - $570K
|
7.83K
$459K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7.5K+ 6.05% |
$289K - $546K
|
132K
$7.71M
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
7.28K+ 3.76% |
$280K - $530K
|
201K
$11.8M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.23KNew |
$278K - $527K
|
7.23K
$424K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.75KNew |
$260K - $492K
|
6.75K
$396K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.72K+ 77.37% |
$259K - $489K
|
15.4K
$903K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.4KNew |
$246K - $466K
|
6.4K
$375K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.35KNew |
$244K - $463K
|
6.35K
$372K
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
6KNew |
$231K - $437K
|
6K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.8K+ 92.04% |
$223K - $422K
|
12.1K
$709K
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.6K+ 6.6% |
$215K - $408K
|
90.5K
$5.31M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.59KNew |
$215K - $407K
|
5.59K
$328K
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.58KNew |
$215K - $406K
|
5.58K
$327K
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.55KNew |
$213K - $404K
|
5.55K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.32K+ 2.12% |
$205K - $387K
|
257K
$15.1M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.22KNew |
$201K - $381K
|
5.22K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.15KNew |
$198K - $375K
|
5.15K
$302K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.96K+ 5.9% |
$191K - $362K
|
89K
$5.22M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
4.87K+ 4.96% |
$187K - $355K
|
103K
$6.04M
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.87KNew |
$187K - $355K
|
4.87K
$285K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.7KNew |
$181K - $342K
|
4.7K
$276K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.57K+ 147.31% |
$176K - $333K
|
7.67K
$450K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.5KNew |
$173K - $328K
|
4.5K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.49KNew |
$173K - $327K
|
4.49K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.38KNew |
$168K - $319K
|
4.38K
$257K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.28KNew |
$165K - $312K
|
4.28K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.24KNew |
$163K - $309K
|
4.24K
$249K
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.2KNew |
$161K - $306K
|
4.2K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
4.17KNew |
$160K - $304K
|
4.17K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16KNew |
$160K - $303K
|
4.16K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.13K+ 41.09% |
$159K - $301K
|
14.2K
$832K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.08KNew |
$157K - $297K
|
4.08K
$239K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.05KNew |
$156K - $295K
|
4.05K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$156K - $295K
|
4.05K
$238K
|