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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256+ 73.99% |
$14.4K - $19.7K
|
602
$46.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
248New |
$14K - $19.1K
|
248
$19.3K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
237+ 120.92% |
$13.4K - $18.2K
|
433
$33.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
234+ 1.75% |
$13.2K - $18K
|
13.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
214+ 13.67% |
$12.1K - $16.4K
|
1.78K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
202+ 1.58% |
$11.4K - $15.5K
|
13K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 821.74% |
$10.7K - $14.5K
|
212
$16.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
183+ 3.71% |
$10.3K - $14.1K
|
5.11K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
159+ 1.62% |
$8.96K - $12.2K
|
9.99K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
144+ 0.34% |
$8.12K - $11.1K
|
42.3K
$3.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
141+ 1.75% |
$7.95K - $10.8K
|
8.2K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
122+ 0.03% |
$6.88K - $9.38K
|
354K
$27.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 1.11% |
$6.43K - $8.76K
|
10.3K
$807K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
112+ 105.66% |
$6.31K - $8.61K
|
218
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
101+ 0.88% |
$5.69K - $7.76K
|
11.5K
$900K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
84+ 0.21% |
$4.73K - $6.46K
|
40K
$3.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74+ 7400.0% |
$4.17K - $5.69K
|
75
$5.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
69+ 1.22% |
$3.89K - $5.3K
|
5.72K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62+ 0.86% |
$3.49K - $4.76K
|
7.25K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
55+ 189.66% |
$3.1K - $4.23K
|
84
$6.55K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 28.35% |
$3.1K - $4.23K
|
249
$19.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
53New |
$2.99K - $4.07K
|
53
$4.13K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48+ 0.17% |
$2.71K - $3.69K
|
28.2K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47New |
$2.65K - $3.61K
|
47
$3.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43New |
$2.42K - $3.3K
|
43
$3.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 4.06% |
$2.25K - $3.07K
|
1.03K
$80K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
38New |
$2.14K - $2.92K
|
38
$2.96K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37+ 7.92% |
$2.09K - $2.84K
|
504
$39.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$2.09K - $2.84K
|
37
$2.89K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$1.63K - $2.23K
|
29
$2.26K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 9.18% |
$1.58K - $2.15K
|
333
$26K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.41K - $1.92K
|
25
$1.95K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 17.2% |
$902 - $1.23K
|
109
$8.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 10.53% |
$564 - $769
|
105
$8.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$564 - $769
|
10
$780
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$451 - $615
|
8
$624
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6+ 0.05% |
$338 - $461
|
13.3K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.11% |
$225 - $307
|
3.8K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$225 - $307
|
4
$312
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$169 - $231
|
3
$234
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.69% |
$169 - $231
|
67
$5.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 100.0% |
$113 - $154
|
4
$312
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
208KNew |
$12.8M - $15.2M
|
208K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
84.6KNew |
$5.21M - $6.18M
|
84.6K
$6.6M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
48.1K+ 20.41% |
$2.96M - $3.52M
|
284K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.4KNew |
$1.07M - $1.27M
|
17.4K
$1.36M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.2K+ 2.05% |
$814K - $966K
|
658K
$51.3M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.68KNew |
$596K - $707K
|
9.68K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
8.1KNew |
$499K - $592K
|
8.1K
$632K
|
|