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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
234+ 1.75% |
$13.2K - $18K
|
13.6K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.83KNew |
$159K - $217K
|
2.83K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-35- 6.88% |
$1.97K - $2.69K
|
474
$37.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37- 8.31% |
$2.09K - $2.84K
|
408
$32.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$628
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$1.63K - $2.23K
|
29
$2.28K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 28.35% |
$3.1K - $4.23K
|
249
$19.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.64K+ 4.32% |
$92.4K - $126K
|
39.6K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
966+ 6.1% |
$54.4K - $74.2K
|
16.8K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 32.04% |
$145K - $197K
|
10.6K
$832K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 9.18% |
$1.58K - $2.15K
|
333
$26.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$628
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
602+ 15.98% |
$33.9K - $46.3K
|
4.37K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 17.2% |
$902 - $1.23K
|
109
$8.56K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 13.33% |
$338 - $461
|
39
$3.06K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181+ 1.07% |
$11.2K - $13.2K
|
17.1K
$1.35M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.2K+ 2.05% |
$814K - $966K
|
658K
$51.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-111- 50.0% |
$6.84K - $8.11K
|
111
$8.72K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$17.1K - $20.2K
|
277
$21.8K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.83K- 23.33% |
$236K - $280K
|
12.6K
$989K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-668- 1.32% |
$41.2K - $48.8K
|
50K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.26K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.13K+ 10.69% |
$316K - $375K
|
53.1K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
501+ 10.73% |
$30.9K - $36.6K
|
5.17K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
84.6KNew |
$5.21M - $6.18M
|
84.6K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.85KNew |
$114K - $135K
|
1.85K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.54K- 32.51% |
$94.9K - $113K
|
3.2K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
5.81KNew |
$358K - $425K
|
5.81K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 45.17% |
$165K - $195K
|
8.59K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-12K- 34.61% |
$743K - $881K
|
22.8K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.4KNew |
$1.07M - $1.27M
|
17.4K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-1K- 22.22% |
$61.6K - $73.1K
|
3.5K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
898+ 26.97% |
$55.3K - $65.6K
|
4.23K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
4+ 0.0% |
$247 - $292
|
90.7K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.34KNew |
$206K - $244K
|
3.34K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
208KNew |
$12.8M - $15.2M
|
208K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-5.15K- 60.8% |
$317K - $376K
|
3.32K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
347+ 0.79% |
$21.4K - $25.4K
|
44.2K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
71New |
$4.38K - $5.19K
|
71
$5.58K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 11.89% |
$27.5K - $32.7K
|
4.21K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 7.86% |
$2.28K - $2.7K
|
508
$39.9K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
210+ 0.14% |
$12.9K - $15.4K
|
153K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-4.53K- 56.17% |
$279K - $331K
|
3.53K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9New |
$555 - $658
|
9
$707
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.3K- 1.22% |
$80.1K - $95K
|
105K
$8.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
537+ 15.07% |
$33.1K - $39.3K
|
4.1K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.4K- 13.26% |
$3.35M - $3.98M
|
356K
$28M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.31K- 28.86% |
$80.5K - $95.5K
|
3.22K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
70New |
$4.31K - $5.12K
|
70
$5.5K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
832+ 27.61% |
$51.3K - $60.8K
|
3.85K
$302K
|
|