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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
13.7KNew |
$471K - $632K
|
13.7K
$1.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100Closed |
$3.43K - $4.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.06KClosed |
$174K - $233K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-86Closed |
$2.95K - $3.96K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-60.8KClosed |
$2.09M - $2.8M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7Closed |
$240 - $322
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-80.9KClosed |
$2.78M - $3.72M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.16KClosed |
$177K - $238K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.5KClosed |
$51.4K - $69K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-404- 58.89% |
$13.9K - $18.6K
|
282
$22.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-5KClosed |
$172K - $230K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-493Closed |
$22.9K - $29.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.26KClosed |
$58.4K - $76.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-30KClosed |
$1.39M - $1.82M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-150- 0.73% |
$6.96K - $9.08K
|
20.3K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.1KClosed |
$2M - $2.61M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-45.3KClosed |
$2.1M - $2.74M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-32.5KClosed |
$1.51M - $1.97M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5KClosed |
$232K - $303K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 72.97% |
$1.25K - $1.63K
|
10
$786
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-112Closed |
$5.2K - $6.78K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-28Closed |
$1.3K - $1.69K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19New |
$881 - $1.15K
|
19
$1.49K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-42.7KClosed |
$1.98M - $2.58M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95KClosed |
$90.6K - $118K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
25New |
$1.16K - $1.51K
|
25
$1.96K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-6.15KClosed |
$285K - $372K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-411Closed |
$19.1K - $24.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
110New |
$5.1K - $6.66K
|
110
$8.64K
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-9KClosed |
$417K - $545K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-9.1KClosed |
$422K - $551K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-4.4KClosed |
$225K - $273K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.24KClosed |
$318K - $388K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2Closed |
$102 - $124
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-14.1KClosed |
$717K - $873K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-475Closed |
$24.2K - $29.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$10.2K - $12.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-43.1KClosed |
$2.2M - $2.68M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-746Closed |
$38.1K - $46.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.02KClosed |
$460K - $561K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68Closed |
$3.47K - $4.23K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
13.3K+ 300.0% |
$677K - $824K
|
17.7K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.9KClosed |
$199K - $242K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-30.9KClosed |
$1.38M - $1.59M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-51.9KClosed |
$2.32M - $2.67M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-29KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.8KNew |
$706K - $814K
|
15.8K
$1.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
351New |
$15.7K - $18.1K
|
351
$27.6K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-307KClosed |
$13.6M - $15.2M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5KClosed |
$221K - $247K
|
0
$0
|
|