Institutional shares held 47.2 Million
713K calls
794K puts
Total value of holdings $3.35B
$50.7M calls
$56.5M puts
Market Cap $4.3B
59,970,800 Shares Out.
Institutional ownership 78.64%
# of Institutions 376


Latest Institutional Activity in AX

Top Purchases

Q3 2024
Vanguard Group Inc Shares Held: 6.08M ($436M)
Q3 2024
Wasatch Advisors Inc Shares Held: 1.15M ($82.8M)
Q3 2024
Qube Research & Technologies LTD Shares Held: 201K ($14.4M)
Q3 2024
State Street Corp Shares Held: 3.18M ($228M)
Q3 2024
Invesco Ltd. Shares Held: 453K ($32.5M)

Top Sells

Q3 2024
Citadel Advisors LLC Shares Held: 234K ($16.8M)
Q3 2024
Rice Hall James & Associates, LLC Shares Held: 78.8K ($5.65M)
Q3 2024
Lazard Asset Management LLC Shares Held: 142K ($10.2M)
Q3 2024
Nuveen Asset Management, LLC Shares Held: 715K ($51.3M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 244K ($17.5M)

About AX

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 cash sweep accounts. It also provides single family, multifamily, and commercial mortgage loans; commercial real estate secured loans; commercial and industrial non-real estate, asset-backed, lines of credit, and term loans; automobile loans; fixed rate term unsecured loans; and other loans, such as structure settlements, small business administration consumer loans, and securities-backed loans. In addition, the company offers ACH origination, wire transfer, commercial check printing, business bill pay and account transfer; remote deposit capture, mobile deposit, lockbox, merchant, and online payment portal; concierge banking; mobile and text messaging banking; and payment services, as well as debit and credit cards, and digital wallets. Further, it provides disclosed clearing services; back-office services, such as record keeping, trade reporting, accounting, general back-office support, securities and margin lending, reorganization assistance, and custody of securities; and financing to brokerage customers. The company was formerly known as BofI Holding, Inc. and changed its name to Axos Financial, Inc. in September 2018. Axos Financial, Inc. was incorporated in 1999 and is based in Las Vegas, Nevada.


Insider Transactions at AX

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
435K Shares
From 21 Insiders
Exercise of conversion of derivative security 351K shares
Bona fide gift 79K shares
Open market or private purchase 5K shares
Sell / Disposition
699K Shares
From 31 Insiders
Payment of exercise price or tax liability 98.2K shares
Bona fide gift 262K shares
Open market or private sale 254K shares
Sale (or disposition) back to the issuer 85.9K shares

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