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 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 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
|
|
|
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
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 1.11% |
$6.43K - $8.76K
|
10.3K
$813K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 10.53% |
$564 - $769
|
105
$8.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-27.2K- 21.25% |
$1.53M - $2.09M
|
101K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-220- 0.59% |
$12.4K - $16.9K
|
37.2K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.91K- 17.72% |
$220K - $300K
|
18.1K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
10.5K+ 11.28% |
$592K - $807K
|
104K
$8.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-468- 20.58% |
$26.4K - $36K
|
1.81K
$142K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-155- 5.6% |
$8.74K - $11.9K
|
2.61K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-84.5K- 1.4% |
$4.76M - $6.49M
|
5.94M
$467M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
20.1K+ 31.38% |
$1.13M - $1.55M
|
84.2K
$6.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
572+ 5.72% |
$32.2K - $44K
|
10.6K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37+ 7.92% |
$2.09K - $2.84K
|
504
$39.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
287+ 337.65% |
$16.2K - $22.1K
|
372
$29.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
58.9K+ 370.66% |
$3.32M - $4.53M
|
74.9K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
13.1K+ 31.6% |
$739K - $1.01M
|
54.6K
$4.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$169 - $231
|
3
$236
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$2.09K - $2.84K
|
37
$2.91K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 25.0% |
$282 - $384
|
15
$1.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-130- 1.08% |
$7.33K - $9.99K
|
11.9K
$936K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-24.4K- 1.58% |
$1.37M - $1.87M
|
1.52M
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-424- 6.02% |
$23.9K - $32.6K
|
6.62K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-877- 35.52% |
$49.4K - $67.4K
|
1.59K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256+ 73.99% |
$14.4K - $19.7K
|
602
$47.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-20K- 5.75% |
$1.13M - $1.54M
|
328K
$25.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.11% |
$225 - $307
|
3.8K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 60.0% |
$507 - $692
|
6
$471
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
144+ 0.34% |
$8.12K - $11.1K
|
42.3K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-91- 2.06% |
$5.13K - $6.99K
|
4.32K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
141+ 1.75% |
$7.95K - $10.8K
|
8.2K
$644K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62+ 0.86% |
$3.49K - $4.76K
|
7.25K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
769+ 5.92% |
$43.3K - $59.1K
|
13.8K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.45KNew |
$420K - $572K
|
7.45K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.02K- 6.2% |
$57.3K - $78.1K
|
15.4K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.77KNew |
$438K - $597K
|
7.77K
$610K
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-7.59K- 2.76% |
$428K - $583K
|
267K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-123K- 24.34% |
$6.93M - $9.44M
|
382K
$30M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-246- 5.51% |
$13.9K - $18.9K
|
4.22K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.2K- 9.33% |
$67.6K - $92.2K
|
11.7K
$916K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.2KNew |
$237K - $323K
|
4.2K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
53New |
$2.99K - $4.07K
|
53
$4.16K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-952- 3.27% |
$53.7K - $73.2K
|
28.2K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
408+ 3.93% |
$23K - $31.4K
|
10.8K
$847K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.67KNew |
$207K - $282K
|
3.67K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
340+ 6.63% |
$19.2K - $26.1K
|
5.47K
$430K
|