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 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-325- 1.77% |
$20K - $23.8K
|
18.1K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-30.8K- 25.07% |
$1.9M - $2.25M
|
92K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
328New |
$20.2K - $24K
|
328
$22.8K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.68KNew |
$596K - $707K
|
9.68K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
37.4KNew |
$2.31M - $2.74M
|
37.4K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 17.65% |
$37K - $43.9K
|
4K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.76K- 13.75% |
$170K - $201K
|
17.3K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.9K
|
7.19K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115+ 1.45% |
$7.09K - $8.41K
|
8.06K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-11.9K- 11.3% |
$731K - $867K
|
93.1K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 48.31% |
$6.16K - $7.31K
|
107
$7.43K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15KNew |
$256K - $303K
|
4.15K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 30.78% |
$120K - $142K
|
8.28K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.71K+ 25.18% |
$105K - $125K
|
8.51K
$591K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 1.59% |
$247 - $292
|
256
$17.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 185.71% |
$801 - $950
|
20
$1.39K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-30- 0.18% |
$1.85K - $2.19K
|
16.6K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.8KNew |
$234K - $278K
|
3.8K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-616- 13.12% |
$38K - $45K
|
4.08K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
48.1K+ 20.41% |
$2.96M - $3.52M
|
284K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181+ 1.07% |
$11.2K - $13.2K
|
17.1K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-317- 3.86% |
$19.5K - $23.2K
|
7.9K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-146- 0.93% |
$9K - $10.7K
|
15.6K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
54.5K+ 11.37% |
$3.36M - $3.98M
|
534K
$37.1M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
628+ 0.17% |
$38.7K - $45.9K
|
364K
$25.3M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.67% |
$43.1K - $51.2K
|
25.5K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 110.32% |
$249K - $295K
|
7.71K
$535K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.68K+ 11.49% |
$350K - $415K
|
55.1K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-56- 0.49% |
$3.45K - $4.09K
|
11.3K
$782K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
119+ 2.15% |
$7.33K - $8.7K
|
5.65K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.85K- 26.85% |
$237K - $282K
|
10.5K
$728K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
128+ 1.6% |
$7.89K - $9.36K
|
8.12K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12KNew |
$315K - $374K
|
5.12K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.71K - $3.22K
|
44
$3.06K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
496+ 5.2% |
$30.6K - $36.3K
|
10K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-35- 0.91% |
$2.16K - $2.56K
|
3.8K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.96K+ 16.01% |
$429K - $509K
|
50.4K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.12% |
$24.7K - $29.2K
|
12.4K
$861K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.58K- 31.12% |
$221K - $262K
|
7.93K
$551K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.05% |
$740 - $877
|
23.9K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.88K+ 2.92% |
$609K - $722K
|
348K
$24.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168- 4.32% |
$10.4K - $12.3K
|
3.72K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.23% |
$6.16K - $7.31K
|
43K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-519- 3.25% |
$32K - $37.9K
|
15.4K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 3.29% |
$7.21K - $8.55K
|
3.68K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.3K- 10.02% |
$819K - $971K
|
119K
$8.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-789- 2.64% |
$48.6K - $57.7K
|
29.1K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-2.95K- 0.69% |
$182K - $216K
|
423K
$29.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 37.65% |
$3.94K - $4.68K
|
106
$7.36K
|