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 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
649+ 11.7% |
$40K - $47.4K
|
6.2K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$123 - $146
|
64
$4.44K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-644- 2.1% |
$39.7K - $47.1K
|
30.1K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$4.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
223+ 1.43% |
$13.7K - $16.3K
|
15.8K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.4KNew |
$209K - $248K
|
3.4K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$1.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 94.78% |
$240K - $285K
|
8.02K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$184K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.41% |
$123 - $146
|
35
$2.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6KNew |
$717K - $850K
|
11.6K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-86.4K- 61.26% |
$5.32M - $6.31M
|
54.6K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
206+ 1.56% |
$12.7K - $15.1K
|
13.4K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 15.28% |
$3.64K - $4.31K
|
445
$30.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
99+ 48.06% |
$6.1K - $7.24K
|
305
$21.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 23.92% |
$9.24K - $11K
|
477
$33.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 55.2% |
$4.25K - $5.04K
|
194
$13.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.77KNew |
$232K - $275K
|
3.77K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 2.07% |
$26.3K - $31.1K
|
20.1K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 22.22% |
$123 - $146
|
11
$764
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116K- 98.45% |
$7.18M - $8.52M
|
1.83K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$6.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 33.33% |
$151K - $180K
|
9.83K
$683K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$308 - $366
|
8
$556
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$2.77K - $3.29K
|
45
$3.12K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 20.51% |
$1.48K - $1.75K
|
93
$6.46K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.63K+ 4.23% |
$397K - $574K
|
163K
$11.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 13.33% |
$24K - $34.6K
|
3.4K
$236K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
112New |
$6.71K - $9.7K
|
112
$7.78K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.5K- 71.09% |
$1.89M - $2.73M
|
12.8K
$891K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$288K - $416K
|
4.8K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-96.3K- 13.47% |
$5.77M - $8.34M
|
619K
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.4K+ 112.37% |
$985K - $1.42M
|
31.1K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.11K+ 43.27% |
$306K - $442K
|
16.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Davis Asset Management, L.P.
Sausalito, CA |
SELL
|
- |
-42.8K- 2.85% |
$2.56M - $3.7M
|
1.46M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-48- 0.73% |
$2.88K - $4.16K
|
6.51K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$173K - $249K
|
2.88K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 7.27% |
$240 - $346
|
51
$3.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-500- 5.49% |
$30K - $43.3K
|
8.6K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
105+ 2.32% |
$6.29K - $9.09K
|
4.63K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$89.9K - $130K
|
1.5K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.74KNew |
$224K - $324K
|
3.74K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.91KNew |
$234K - $338K
|
3.91K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-14.7K- 14.29% |
$881K - $1.27M
|
88.2K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-18.2K- 90.55% |
$1.09M - $1.58M
|
1.9K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.8KNew |
$228K - $329K
|
3.8K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.02K+ 179.11% |
$241K - $348K
|
6.27K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.94KNew |
$176K - $254K
|
2.94K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
36.6K+ 1107.5% |
$2.19M - $3.17M
|
39.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
3KNew |
$180K - $260K
|
3K
$208K
|
|