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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-56- 0.49% |
$3.45K - $4.09K
|
11.3K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
119+ 2.15% |
$7.33K - $8.7K
|
5.65K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.85K- 26.85% |
$237K - $282K
|
10.5K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
128+ 1.6% |
$7.89K - $9.36K
|
8.12K
$695K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.96K+ 16.01% |
$429K - $509K
|
50.4K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12KNew |
$315K - $374K
|
5.12K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.71K - $3.22K
|
44
$3.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-35- 0.91% |
$2.16K - $2.56K
|
3.8K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.88K+ 2.92% |
$609K - $722K
|
348K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168- 4.32% |
$10.4K - $12.3K
|
3.72K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.12% |
$24.7K - $29.2K
|
12.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.58K- 31.12% |
$221K - $262K
|
7.93K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.05% |
$740 - $877
|
23.9K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-519- 3.25% |
$32K - $37.9K
|
15.4K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 3.29% |
$7.21K - $8.55K
|
3.68K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.23% |
$6.16K - $7.31K
|
43K
$3.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-789- 2.64% |
$48.6K - $57.7K
|
29.1K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.3K- 10.02% |
$819K - $971K
|
119K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-2.95K- 0.69% |
$182K - $216K
|
423K
$36.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 37.65% |
$3.94K - $4.68K
|
106
$9.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
649+ 11.7% |
$40K - $47.4K
|
6.2K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$123 - $146
|
64
$5.48K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$5.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$1.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.4KNew |
$209K - $248K
|
3.4K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.41% |
$123 - $146
|
35
$2.99K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6KNew |
$717K - $850K
|
11.6K
$995K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 2.07% |
$26.3K - $31.1K
|
20.1K
$1.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$8.13K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 33.33% |
$151K - $180K
|
9.83K
$841K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$308 - $366
|
8
$684
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.07K+ 5.77% |
$304K - $439K
|
92.8K
$7.94M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 20.96% |
$63.8K - $92.2K
|
4.02K
$344K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.63K+ 4.23% |
$397K - $574K
|
163K
$14M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 13.33% |
$24K - $34.6K
|
3.4K
$291K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
112New |
$6.71K - $9.7K
|
112
$9.58K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.5K- 71.09% |
$1.89M - $2.73M
|
12.8K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$288K - $416K
|
4.8K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-14.7K- 14.29% |
$881K - $1.27M
|
88.2K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.4K+ 112.37% |
$985K - $1.42M
|
31.1K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.11K+ 43.27% |
$306K - $442K
|
16.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-48- 0.73% |
$2.88K - $4.16K
|
6.51K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$173K - $249K
|
2.88K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 7.27% |
$240 - $346
|
51
$4.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-500- 5.49% |
$30K - $43.3K
|
8.6K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
105+ 2.32% |
$6.29K - $9.09K
|
4.63K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$89.9K - $130K
|
1.5K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.74KNew |
$224K - $324K
|
3.74K
$320K
|
|