Latest Institutional Transactions on Axos Financial, Inc. (AX)
This table provides information on the latest institutional transactions involving Axos Financial, Inc. (AX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.69% |
$169 - $231
|
67
$5.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
386+ 360.75% |
$21.8K - $29.7K
|
493
$41.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
420+ 21.91% |
$23.7K - $32.3K
|
2.34K
$199K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-132- 0.83% |
$7.44K - $10.1K
|
15.7K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 15.0% |
$33.8K - $46.1K
|
4.6K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.96% |
$28.2K - $38.4K
|
25K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.3% |
$45.1K - $61.5K
|
15.9K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 100.0% |
$113 - $154
|
4
$340
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
26.6K+ 116.3% |
$1.5M - $2.05M
|
49.5K
$4.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$169 - $231
|
4
$340
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.88KNew |
$162K - $221K
|
2.88K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73KNew |
$154K - $210K
|
2.73K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.46K+ 24.51% |
$138K - $189K
|
12.5K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
234+ 1.75% |
$13.2K - $18K
|
13.6K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.83KNew |
$159K - $217K
|
2.83K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.85K+ 6.14% |
$104K - $142K
|
31.9K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$681
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37- 8.31% |
$2.09K - $2.84K
|
408
$34.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.37K+ 0.88% |
$190K - $259K
|
387K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-35- 6.88% |
$1.97K - $2.69K
|
474
$40.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.83KNew |
$159K - $217K
|
2.83K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
126+ 6.87% |
$7.1K - $9.68K
|
1.96K
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$1.63K - $2.23K
|
29
$2.47K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
368+ 0.95% |
$20.7K - $28.3K
|
39.3K
$3.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.64K+ 4.32% |
$92.4K - $126K
|
39.6K
$3.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.4K- 2.57% |
$79K - $108K
|
53.2K
$4.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 28.35% |
$3.1K - $4.23K
|
249
$21.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 9.22% |
$2.48K - $3.38K
|
433
$36.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
966+ 6.1% |
$54.4K - $74.2K
|
16.8K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 32.04% |
$145K - $197K
|
10.6K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 9.18% |
$1.58K - $2.15K
|
333
$28.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$681
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
602+ 15.98% |
$33.9K - $46.3K
|
4.37K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 17.2% |
$902 - $1.23K
|
109
$9.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 13.33% |
$338 - $461
|
39
$3.32K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-29.6K- 49.57% |
$1.83M - $2.17M
|
30.2K
$2.57M
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
99K+ 825.0% |
$6.1M - $7.24M
|
111K
$9.44M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 2.33% |
$6.35K - $7.53K
|
4.31K
$367K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.61K+ 63433.33% |
$469K - $556K
|
7.62K
$649K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-111- 50.0% |
$6.84K - $8.11K
|
111
$9.44K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.68K+ 6.79% |
$165K - $196K
|
42.1K
$3.59M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
190+ 0.17% |
$11.7K - $13.9K
|
110K
$9.35M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$17.1K - $20.2K
|
277
$23.6K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.83K- 23.33% |
$236K - $280K
|
12.6K
$1.07M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-402- 2.47% |
$24.8K - $29.4K
|
15.9K
$1.35M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
5.86KNew |
$361K - $429K
|
5.86K
$499K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-668- 1.32% |
$41.2K - $48.8K
|
50K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-43.5K- 4.12% |
$2.68M - $3.18M
|
1.01M
$86.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.47K- 13.36% |
$399K - $473K
|
42K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
181New |
$11.2K - $13.2K
|
181
$15.4K
|
|