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 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
431+ 1.98% |
$24.4K - $33.4K
|
22.2K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-826- 6.76% |
$46.7K - $64.1K
|
11.4K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 29.67% |
$1.42M - $1.95M
|
110K
$7.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.08% |
$283 - $388
|
245
$17K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.4K+ 88.89% |
$136K - $186K
|
5.1K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-438- 7.92% |
$24.8K - $34K
|
5.09K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39K- 71.96% |
$2.21M - $3.03M
|
15.2K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
426New |
$24.1K - $33.1K
|
426
$29.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.3KNew |
$300K - $411K
|
5.3K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.4K+ 24.43% |
$362K - $497K
|
32.6K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$226 - $310
|
4
$278
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
676+ 1.59% |
$38.3K - $52.5K
|
43.3K
$3M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.5KNew |
$73.3K - $92.7K
|
1.5K
$104K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-255- 69.86% |
$12.5K - $15.8K
|
110
$7.64K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$244 - $309
|
5
$347
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.26K- 50.44% |
$257K - $325K
|
5.17K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.53KNew |
$172K - $218K
|
3.53K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$5.11M - $6.47M
|
105K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
381+ 1.35% |
$18.6K - $23.5K
|
28.7K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$176K - $222K
|
3.6K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-11.1K- 4.12% |
$544K - $688K
|
259K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.1K+ 53.14% |
$249K - $315K
|
14.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
9.2KNew |
$450K - $569K
|
9.2K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-7.42K- 44.78% |
$363K - $459K
|
9.15K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
26.9K+ 287.37% |
$1.31M - $1.66M
|
36.2K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-400- 7.95% |
$19.5K - $24.7K
|
4.63K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-218- 4.04% |
$10.7K - $13.5K
|
5.18K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
8.72KNew |
$426K - $539K
|
8.72K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
5K+ 100.0% |
$244K - $309K
|
10K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-119- 1.2% |
$5.81K - $7.35K
|
9.78K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.1KNew |
$931K - $1.18M
|
19.1K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-2K- 5.61% |
$97.7K - $124K
|
33.6K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.8K- 0.87% |
$3.51M - $4.44M
|
8.19M
$569M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.03KNew |
$50.3K - $63.7K
|
1.03K
$71.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 10.92% |
$2.83K - $3.58K
|
473
$32.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.18K- 46.83% |
$204K - $258K
|
4.75K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
189New |
$9.23K - $11.7K
|
189
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.56KNew |
$223K - $282K
|
4.56K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$3.96K - $5.01K
|
81
$5.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 3.7% |
$635 - $803
|
364
$25.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
25.5KNew |
$1.25M - $1.58M
|
25.5K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$1.37K - $1.73K
|
28
$1.94K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-61- 54.95% |
$2.98K - $3.77K
|
50
$3.47K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
45New |
$2.2K - $2.78K
|
45
$3.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
316+ 5.78% |
$15.4K - $19.5K
|
5.78K
$401K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-32- 0.16% |
$1.56K - $1.98K
|
20.2K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$97.7 - $124
|
13
$903
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$97.7 - $124
|
2
$139
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 16.67% |
$1.56K - $1.98K
|
160
$11.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-228- 5.23% |
$11.1K - $14.1K
|
4.14K
$287K
|
|