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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
676+ 83.46% |
$40.5K - $58.5K
|
1.49K
$127K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
500New |
$30K - $43.3K
|
500
$42.8K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
446New |
$26.7K - $38.6K
|
446
$38.2K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
442+ 24.13% |
$26.5K - $38.3K
|
2.27K
$195K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 13.33% |
$24K - $34.6K
|
3.4K
$291K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 8.52% |
$18K - $26K
|
3.82K
$327K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
266+ 2.0% |
$15.9K - $23K
|
13.6K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
263New |
$15.8K - $22.8K
|
263
$22.5K
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
200+ 5.26% |
$12K - $17.3K
|
4K
$342K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
112New |
$6.71K - $9.7K
|
112
$9.58K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
105+ 2.32% |
$6.29K - $9.09K
|
4.63K
$396K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 127.03% |
$5.63K - $8.14K
|
168
$14.4K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
49+ 5.9% |
$2.94K - $4.24K
|
880
$75.3K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 12.12% |
$1.44K - $2.08K
|
222
$19K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$1.32K - $1.91K
|
22
$1.88K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18New |
$1.08K - $1.56K
|
18
$1.54K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13New |
$779 - $1.13K
|
13
$1.11K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$539 - $779
|
9
$770
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$479 - $693
|
8
$684
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$180 - $260
|
3
$257
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
114KNew |
$6.42M - $8.81M
|
114K
$9.71M
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.83M - $3.88M
|
50K
$4.28M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
37.8KNew |
$2.14M - $2.93M
|
37.8K
$3.23M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 29.67% |
$1.42M - $1.95M
|
110K
$9.41M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
13.6KNew |
$770K - $1.06M
|
13.6K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
9.5K+ 27.22% |
$538K - $737K
|
44.4K
$3.8M
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
9.19KNew |
$520K - $714K
|
9.19K
$787K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.61KNew |
$431K - $591K
|
7.61K
$651K
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.05KNew |
$342K - $469K
|
6.05K
$517K
|
|
Nov 12, 2024
Q3 2024
|
Kestrel Investment Management Corp
San Mateo, CA |
BUY
|
- |
5.6K+ 5.69% |
$317K - $435K
|
104K
$8.9M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.3KNew |
$300K - $411K
|
5.3K
$453K
|
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
4.5KNew |
$255K - $349K
|
4.5K
$385K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
4.1K+ 39.42% |
$232K - $318K
|
14.5K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.86KNew |
$218K - $299K
|
3.86K
$330K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3.8KNew |
$215K - $295K
|
3.8K
$325K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.66KNew |
$207K - $284K
|
3.66K
$313K
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.21KNew |
$182K - $249K
|
3.21K
$275K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.4K+ 88.89% |
$136K - $186K
|
5.1K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$63.2K - $86.7K
|
1.12K
$95.6K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
676+ 1.59% |
$38.3K - $52.5K
|
43.3K
$3.7M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
653New |
$37K - $50.7K
|
653
$55.9K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
431+ 1.98% |
$24.4K - $33.4K
|
22.2K
$1.9M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
426New |
$24.1K - $33.1K
|
426
$36.4K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
119New |
$6.73K - $9.24K
|
119
$10.2K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
94New |
$5.32K - $7.3K
|
94
$8.04K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
86New |
$4.87K - $6.67K
|
86
$7.36K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
54New |
$3.06K - $4.19K
|
54
$4.62K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.08% |
$283 - $388
|
245
$21K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$226 - $310
|
4
$342
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$226 - $310
|
4
$342
|