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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
582+ 881.82% |
$32.9K - $45.2K
|
648
$54.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
787+ 325.21% |
$44.5K - $61.1K
|
1.03K
$87.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.33% |
$113 - $155
|
62
$5.25K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
348+ 0.82% |
$19.7K - $27K
|
42.8K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-25- 2.92% |
$1.41K - $1.94K
|
830
$70.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
431+ 1.98% |
$24.4K - $33.4K
|
22.2K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.12K+ 3.75% |
$63.1K - $86.5K
|
30.9K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-240- 2.08% |
$13.6K - $18.6K
|
11.3K
$958K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.75% |
$39.6K - $54.3K
|
26.2K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
BUY
|
- |
25.7K+ 306.48% |
$1.45M - $1.99M
|
34K
$2.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252New |
$14.3K - $19.6K
|
252
$21.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-44- 1.74% |
$2.49K - $3.41K
|
2.48K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 160.0% |
$2.26K - $3.1K
|
65
$5.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.73K- 37.01% |
$154K - $212K
|
4.64K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 29.67% |
$1.42M - $1.95M
|
110K
$9.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-64.6K- 26.95% |
$3.66M - $5.01M
|
175K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-826- 6.76% |
$46.7K - $64.1K
|
11.4K
$964K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284+ 887.5% |
$16.1K - $22K
|
316
$26.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 8.29% |
$1.64K - $2.25K
|
379
$32.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-438- 7.92% |
$24.8K - $34K
|
5.09K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.69% |
$56.6 - $77.6
|
12
$1.02K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.4K+ 88.89% |
$136K - $186K
|
5.1K
$432K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.08% |
$283 - $388
|
245
$20.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-441- 6.42% |
$25K - $34.2K
|
6.42K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-4.47K- 25.3% |
$253K - $347K
|
13.2K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39K- 71.96% |
$2.21M - $3.03M
|
15.2K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
426New |
$24.1K - $33.1K
|
426
$36.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.3KNew |
$300K - $411K
|
5.3K
$449K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
12.7KNew |
$717K - $983K
|
12.7K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.22K- 13.06% |
$126K - $173K
|
14.8K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-20.3K- 4.42% |
$1.15M - $1.58M
|
440K
$37.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.4K+ 24.43% |
$362K - $497K
|
32.6K
$2.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
675New |
$38.2K - $52.4K
|
675
$57.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$226 - $310
|
4
$339
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 35.5% |
$105K - $144K
|
3.36K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65+ 103.17% |
$3.68K - $5.04K
|
128
$10.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
676+ 1.59% |
$38.3K - $52.5K
|
43.3K
$3.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
308+ 45.7% |
$17.4K - $23.9K
|
982
$83.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-562- 2.95% |
$31.8K - $43.6K
|
18.5K
$1.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.8K- 77.14% |
$1.4M - $1.92M
|
7.34K
$622K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.28% |
$56.6 - $77.6
|
77
$6.52K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-255- 69.86% |
$12.5K - $15.8K
|
110
$9.31K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-404- 0.9% |
$19.7K - $25K
|
44.4K
$3.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.05K- 19.19% |
$51.3K - $64.8K
|
4.42K
$374K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$244 - $309
|
5
$423
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-7.42K- 44.78% |
$363K - $459K
|
9.15K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.26K- 50.44% |
$257K - $325K
|
5.17K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-11.1K- 4.12% |
$544K - $688K
|
259K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.53KNew |
$172K - $218K
|
3.53K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$5.11M - $6.47M
|
105K
$8.86M
|
|