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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
903New |
$70.7K - $83.4K
|
903
$70.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.46KNew |
$193K - $227K
|
2.46K
$193K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 3.64% |
$313 - $369
|
114
$8.96K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.23K- 12.16% |
$410K - $483K
|
37.8K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.23K- 3.86% |
$96.6K - $114K
|
30.7K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
21.4K+ 1408.88% |
$1.68M - $1.98M
|
22.9K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-645- 15.82% |
$50.5K - $59.5K
|
3.43K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-41- 1.55% |
$3.21K - $3.78K
|
2.6K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
187+ 1.66% |
$14.6K - $17.3K
|
11.5K
$900K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
403+ 3.28% |
$31.6K - $37.2K
|
12.7K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858- 3.25% |
$67.2K - $79.2K
|
25.6K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.23K+ 13.23% |
$253K - $298K
|
27.6K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 1.89% |
$78.3 - $92.3
|
54
$4.24K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 3.6% |
$70.5K - $83.1K
|
25.9K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.21K+ 19.14% |
$173K - $204K
|
13.8K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$187K - $220K
|
2.39K
$188K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.48K- 1.16% |
$351K - $413K
|
382K
$30M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 2.5% |
$313 - $369
|
164
$12.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-411- 14.52% |
$32.2K - $37.9K
|
2.42K
$190K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.55KNew |
$200K - $235K
|
2.55K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 3.3% |
$7.44K - $8.77K
|
2.98K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99K+ 62.37% |
$7.76M - $9.14M
|
258K
$20.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
308New |
$24.1K - $28.4K
|
308
$24.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$13.2K - $15.5K
|
168
$13.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.6KNew |
$204K - $240K
|
2.6K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-10.7K- 2.6% |
$834K - $984K
|
400K
$31.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 2.86% |
$78.3 - $92.3
|
34
$2.67K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
71New |
$5.56K - $6.55K
|
71
$5.58K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-115- 2.92% |
$9.01K - $10.6K
|
3.82K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
100New |
$7.83K - $9.23K
|
100
$7.86K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-240- 2.35% |
$18.8K - $22.2K
|
9.99K
$785K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-718- 19.54% |
$56.2K - $66.3K
|
2.96K
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64K- 13.08% |
$207K - $244K
|
17.6K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
14.4K+ 36.7% |
$1.13M - $1.33M
|
53.7K
$4.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 20.55% |
$6.97K - $8.22K
|
344
$27K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$78.3 - $92.3
|
5
$393
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 34.86% |
$404K - $477K
|
9.65K
$758K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3- 0.41% |
$235 - $277
|
737
$57.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-30.3K- 56.97% |
$2.37M - $2.8M
|
22.9K
$1.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 10.05% |
$15.4K - $18.2K
|
2.16K
$169K
|
|
| Q2 2025 | |||||||
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.16K+ 2.83% |
$65.2K - $88.8K
|
42.1K
$3.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03K+ 26.93% |
$57.9K - $79K
|
4.85K
$381K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.3K- 70.36% |
$1.26M - $1.71M
|
9.39K
$738K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-9K- 67.67% |
$507K - $692K
|
4.3K
$338K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.4K- 28.83% |
$1.04M - $1.41M
|
45.3K
$3.56M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.35K+ 100.74% |
$245K - $334K
|
8.66K
$680K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.6K+ 238.54% |
$1.72M - $2.35M
|
43.4K
$3.41M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-848- 53.6% |
$47.8K - $65.2K
|
734
$57.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$191K - $261K
|
3.39K
$267K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-7.4K- 31.62% |
$417K - $569K
|
16K
$1.26M
|
|