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 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.08K+ 29.82% |
$342K - $467K
|
26.4K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-156K- 77.43% |
$8.78M - $12M
|
45.4K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.5K- 31.78% |
$141K - $192K
|
5.37K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
248New |
$14K - $19.1K
|
248
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
270+ 1.43% |
$15.2K - $20.7K
|
19.2K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25.8KNew |
$1.46M - $1.99M
|
25.8K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
90.3K+ 40.74% |
$5.09M - $6.94M
|
312K
$24.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-3K- 8.92% |
$169K - $231K
|
30.6K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50.5K- 6.91% |
$2.84M - $3.88M
|
680K
$53.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.21KNew |
$294K - $400K
|
5.21K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-61K- 44.32% |
$3.44M - $4.69M
|
76.6K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
53.9K+ 27.65% |
$3.04M - $4.14M
|
249K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-63.3K- 19.33% |
$3.57M - $4.86M
|
264K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
782+ 7.33% |
$44.1K - $60.1K
|
11.5K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
468+ 8.65% |
$26.4K - $36K
|
5.88K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-40- 0.68% |
$2.25K - $3.07K
|
5.82K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
38New |
$2.14K - $2.92K
|
38
$2.99K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-544- 1.71% |
$30.7K - $41.8K
|
31.2K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.2K- 3.71% |
$293K - $400K
|
135K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
273+ 7.97% |
$15.4K - $21K
|
3.7K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.96K+ 1.89% |
$167K - $227K
|
160K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
227K+ 10.55% |
$12.8M - $17.4M
|
2.38M
$187M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-206- 3.73% |
$11.6K - $15.8K
|
5.32K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.8K+ 14.5% |
$214K - $292K
|
30K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.8K- 13.47% |
$666K - $909K
|
75.9K
$5.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-532- 25.73% |
$30K - $40.9K
|
1.54K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.86K+ 2216.28% |
$161K - $220K
|
2.99K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.23K+ 49.44% |
$69.2K - $94.3K
|
3.71K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
540+ 13.01% |
$30.4K - $41.5K
|
4.69K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.5K- 8.27% |
$706K - $962K
|
139K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.46% |
$22.5K - $30.7K
|
87.1K
$6.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-122K- 4.97% |
$6.87M - $9.36M
|
2.33M
$183M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3- 5.0% |
$169 - $231
|
57
$4.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-28.3K- 5.19% |
$1.6M - $2.18M
|
518K
$40.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-69- 61.61% |
$3.89K - $5.3K
|
43
$3.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-191- 1.82% |
$10.8K - $14.7K
|
10.3K
$811K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6- 0.09% |
$338 - $461
|
6.36K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
159+ 1.62% |
$8.96K - $12.2K
|
9.99K
$785K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 4.06% |
$2.25K - $3.07K
|
1.03K
$80.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.03K+ 0.71% |
$57.9K - $79K
|
146K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.21KNew |
$519K - $707K
|
9.21K
$723K
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
7.14KNew |
$403K - $549K
|
7.14K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.95K+ 5.04% |
$561K - $764K
|
207K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.2K- 15.68% |
$1.48M - $2.01M
|
141K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
21.3KNew |
$1.2M - $1.64M
|
21.3K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
18.8KNew |
$1.06M - $1.44M
|
18.8K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 821.74% |
$10.7K - $14.5K
|
212
$16.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
69+ 1.22% |
$3.89K - $5.3K
|
5.72K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-251- 3.7% |
$14.1K - $19.3K
|
6.53K
$513K
|