Latest Institutional Purchases of Axos Financial, Inc. (AX)
This list provides information on the latest institutional transactions involving Axos Financial, Inc. (AX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
729+ 2.34% |
$44.9K - $53.3K
|
31.9K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
695+ 2.73% |
$42.8K - $50.8K
|
26.2K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
649+ 11.7% |
$40K - $47.4K
|
6.2K
$530K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
628+ 0.17% |
$38.7K - $45.9K
|
364K
$31.1M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 17.65% |
$37K - $43.9K
|
4K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
537+ 15.07% |
$33.1K - $39.3K
|
4.1K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
501+ 10.73% |
$30.9K - $36.6K
|
5.17K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 11.89% |
$27.5K - $32.7K
|
4.21K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
405+ 3.48% |
$25K - $29.6K
|
12K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
347+ 0.79% |
$21.4K - $25.4K
|
44.2K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
331+ 5.17% |
$20.4K - $24.2K
|
6.73K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
328New |
$20.2K - $24K
|
328
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
283+ 6.86% |
$17.4K - $20.7K
|
4.41K
$377K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$17.1K - $20.2K
|
277
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
244+ 2.18% |
$15K - $17.8K
|
11.4K
$979K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
241+ 7.56% |
$14.9K - $17.6K
|
3.43K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
210+ 0.14% |
$12.9K - $15.4K
|
153K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
196New |
$12.1K - $14.3K
|
196
$16.8K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
190+ 0.17% |
$11.7K - $13.9K
|
110K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
181New |
$11.2K - $13.2K
|
181
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181+ 1.07% |
$11.2K - $13.2K
|
17.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$8.01K - $9.5K
|
130
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
129New |
$7.95K - $9.43K
|
129
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
128+ 1.6% |
$7.89K - $9.36K
|
8.12K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
119+ 2.15% |
$7.33K - $8.7K
|
5.65K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 3.29% |
$7.21K - $8.55K
|
3.68K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115+ 1.45% |
$7.09K - $8.41K
|
8.06K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
85New |
$5.24K - $6.21K
|
85
$7.27K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 253.13% |
$4.99K - $5.92K
|
113
$9.67K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
71New |
$4.38K - $5.19K
|
71
$6.07K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
70New |
$4.31K - $5.12K
|
70
$5.99K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 2.07% |
$4.13K - $4.9K
|
3.3K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.9K
|
7.19K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$5.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$5.13K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
58+ 3.12% |
$3.57K - $4.24K
|
1.92K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
55+ 0.27% |
$3.39K - $4.02K
|
20.4K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.71K - $3.22K
|
44
$3.76K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 7.86% |
$2.28K - $2.7K
|
508
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
34+ 2.2% |
$2.1K - $2.49K
|
1.58K
$135K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$8.13K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29New |
$1.79K - $2.12K
|
29
$2.48K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25+ 0.02% |
$1.54K - $1.83K
|
108K
$9.24M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 29.03% |
$1.11K - $1.32K
|
80
$6.84K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.11% |
$924 - $1.1K
|
13.3K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$1.28K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 185.71% |
$801 - $950
|
20
$1.71K
|