A detailed history of Advisors Asset Management, Inc. transactions in Axos Financial, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 1,961 shares of AX stock, worth $166,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,961
Previous 1,465 33.86%
Holding current value
$166,018
Previous $83,000 48.19%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$56.59 - $77.61 $28,068 - $38,494
496 Added 33.86%
1,961 $123,000
Q2 2024

Aug 14, 2024

BUY
$48.86 - $61.8 $27,557 - $34,855
564 Added 62.6%
1,465 $83,000
Q1 2024

May 14, 2024

BUY
$49.23 - $56.88 $24,418 - $28,212
496 Added 122.47%
901 $48,000
Q4 2023

Feb 14, 2024

BUY
$33.36 - $56.8 $13,510 - $23,004
405 New
405 $22,000

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $5.08B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
Track This Portfolio

Track Advisors Asset Management, Inc. Portfolio

Follow Advisors Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisors Asset Management, Inc. with notifications on news.