Baird Financial Group, Inc. Axos Financial, Inc. Transaction History

Baird Financial Group, Inc.

$50.4 Billion
Q4 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$46.39 - $60.53 $2 Million - $2.61 Million	-43,094 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$51.04 - $62.14 $4.39 Million - $5.34 Million	-85,941 Reduced 66.6%	43,094 $2.41 Million
Q3 2021 Nov 12, 2021	SELL	$44.69 - $51.54 $179,475 - $206,984	-4,016 Reduced 3.02%	129,035 $6.65 Million
Q2 2021 Aug 11, 2021	SELL	$44.26 - $49.34 $977,791 - $1.09 Million	-22,092 Reduced 14.24%	133,051 $6.17 Million
Q1 2021 May 13, 2021	SELL	$36.82 - $52.77 $2.23 Million - $3.19 Million	-60,507 Reduced 28.06%	155,143 $7.29 Million
Q4 2020 Feb 11, 2021	SELL	$23.61 - $37.71 $101,782 - $162,567	-4,311 Reduced 1.96%	215,650 $8.09 Million
Q3 2020 Nov 12, 2020	SELL	$19.55 - $25.38 $24,984 - $32,435	-1,278 Reduced 0.58%	219,961 $5.13 Million
Q2 2020 Oct 22, 2020	BUY	$14.86 - $25.25 $146,638 - $249,167	9,868 Added 4.67%	221,239 $4.89 Million
Q2 2020 Aug 14, 2020	SELL	$14.86 - $25.25 $181,306 - $308,075	-12,201 Reduced 5.46%	211,371 $6.4 Million
Q1 2020 May 14, 2020	BUY	$14.59 - $30.45 $24,832 - $51,825	1,702 Added 0.77%	223,572 $4.05 Million
Q4 2019 Feb 14, 2020	SELL	$26.49 - $30.71 $564,263 - $654,153	-21,301 Reduced 8.76%	221,870 $6.72 Million
Q3 2019 Nov 14, 2019	BUY	$24.31 - $29.48 $89,144 - $108,103	3,667 Added 1.53%	243,171 $6.72 Million
Q2 2019 Aug 14, 2019	SELL	$25.75 - $33.12 $31,878 - $41,002	-1,238 Reduced 0.51%	239,504 $6.53 Million
Q1 2019 May 14, 2019	SELL	$25.05 - $33.21 $34,819 - $46,161	-1,390 Reduced 0.57%	240,742 $6.97 Million
Q4 2018 Feb 14, 2019	SELL	$24.43 - $36.09 $138,640 - $204,810	-5,675 Reduced 2.29%	242,132 $6.1 Million
Q3 2018 Nov 13, 2018	BUY	$33.99 - $42.78 $8.42 Million - $10.6 Million	247,807 New	247,807 $8.58 Million

Others Institutions Holding AX

# of Institutions

395

Shares Held

47.7M

Call Options Held

631K

Put Options Held

553K

Black Rock Inc. New York, NY

8.19M
Shares

$573 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

6.13M
Shares

$429 Million
0.01% of portfolio
State Street Corp Boston, MA

3.33M
Shares

$233 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

2.58M
Shares

$181 Million
0.04% of portfolio
American Century Companies Inc Kansas City, MO

1.87M
Shares

$131 Million
0.08% of portfolio

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $4.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Account