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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 543.07% |
$1.52M - $1.8M
|
29.2K
$2.5M
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
8.1KNew |
$499K - $592K
|
8.1K
$693K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 40.52% |
$125K - $148K
|
7.04K
$603K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-334K- 49.35% |
$20.6M - $24.4M
|
343K
$29.4M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-105K- 1.72% |
$6.48M - $7.69M
|
6.02M
$515M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 29.03% |
$1.11K - $1.32K
|
80
$6.84K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
85New |
$5.24K - $6.21K
|
85
$7.27K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.3K- 1.99% |
$822K - $975K
|
658K
$56.3M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.39K- 13.11% |
$148K - $175K
|
15.9K
$1.36M
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-2.85K- 38.95% |
$176K - $208K
|
4.46K
$382K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.8K+ 106.98% |
$729K - $865K
|
22.9K
$1.96M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-627- 5.55% |
$38.6K - $45.8K
|
10.7K
$913K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12.9K- 78.07% |
$793K - $940K
|
3.61K
$309K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-178- 14.12% |
$11K - $13K
|
1.08K
$92.7K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 37.85% |
$129K - $153K
|
7.65K
$654K
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.6K- 21.88% |
$222K - $263K
|
12.9K
$1.1M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.11K- 5.07% |
$68.2K - $80.8K
|
20.7K
$1.77M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
58+ 3.12% |
$3.57K - $4.24K
|
1.92K
$164K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
41.5KNew |
$2.56M - $3.03M
|
41.5K
$3.55M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
695+ 2.73% |
$42.8K - $50.8K
|
26.2K
$2.24M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.99KNew |
$616K - $730K
|
9.99K
$855K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-325- 1.77% |
$20K - $23.8K
|
18.1K
$1.54M
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-30.8K- 25.07% |
$1.9M - $2.25M
|
92K
$7.87M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
328New |
$20.2K - $24K
|
328
$28.1K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.68KNew |
$596K - $707K
|
9.68K
$828K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-153- 1.45% |
$9.43K - $11.2K
|
10.4K
$889K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115+ 1.45% |
$7.09K - $8.41K
|
8.06K
$689K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.9K
|
7.19K
$615K
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.76K- 13.75% |
$170K - $201K
|
17.3K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 17.65% |
$37K - $43.9K
|
4K
$342K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
37.4KNew |
$2.31M - $2.74M
|
37.4K
$3.2M
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-11.9K- 11.3% |
$731K - $867K
|
93.1K
$7.96M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 30.78% |
$120K - $142K
|
8.28K
$708K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 48.31% |
$6.16K - $7.31K
|
107
$9.15K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15KNew |
$256K - $303K
|
4.15K
$355K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.71K+ 25.18% |
$105K - $125K
|
8.51K
$728K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 1.59% |
$247 - $292
|
256
$21.9K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 185.71% |
$801 - $950
|
20
$1.71K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-30- 0.18% |
$1.85K - $2.19K
|
16.6K
$1.42M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.8KNew |
$234K - $278K
|
3.8K
$325K
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
54.5K+ 11.37% |
$3.36M - $3.98M
|
534K
$45.7M
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
48.1K+ 20.41% |
$2.96M - $3.52M
|
284K
$24.3M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-146- 0.93% |
$9K - $10.7K
|
15.6K
$1.33M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-317- 3.86% |
$19.5K - $23.2K
|
7.9K
$676K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181+ 1.07% |
$11.2K - $13.2K
|
17.1K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-616- 13.12% |
$38K - $45K
|
4.08K
$349K
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
628+ 0.17% |
$38.7K - $45.9K
|
364K
$31.1M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.67% |
$43.1K - $51.2K
|
25.5K
$2.18M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 110.32% |
$249K - $295K
|
7.71K
$659K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.68K+ 11.49% |
$350K - $415K
|
55.1K
$4.72M
|