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 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 2.63% |
$34 - $51.1
|
39
$3.34K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
7.37KNew |
$257K - $314K
|
7.37K
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.54KNew |
$193K - $236K
|
5.54K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.88K+ 45.95% |
$100K - $123K
|
9.14K
$782K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
310New |
$10.8K - $13.2K
|
310
$26.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
292New |
$10.2K - $12.5K
|
292
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
135New |
$4.7K - $5.76K
|
135
$11.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60New |
$2.09K - $2.56K
|
60
$5.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
49New |
$1.71K - $2.09K
|
49
$4.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
32+ 0.22% |
$1.11K - $1.36K
|
14.4K
$1.23M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20New |
$696 - $853
|
20
$1.71K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12New |
$418 - $512
|
12
$1.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9New |
$313 - $384
|
9
$770
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 55.56% |
$174 - $213
|
14
$1.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
38.2K+ 398.98% |
$1.31M - $1.81M
|
47.7K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.98KNew |
$67.8K - $94.1K
|
1.98K
$169K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.4KNew |
$47.9K - $66.5K
|
1.4K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
300New |
$10.3K - $14.3K
|
300
$25.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
210New |
$7.19K - $9.98K
|
210
$18K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
68+ 1.08% |
$2.33K - $3.23K
|
6.36K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
24New |
$822 - $1.14K
|
24
$2.05K
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
12+ 1.74% |
$411 - $570
|
701
$60K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.01% |
$137 - $190
|
402
$34.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$103 - $143
|
3
$257
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
91.7K+ 11.83% |
$3.15M - $4.22M
|
867K
$74.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
13.7KNew |
$471K - $632K
|
13.7K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.6KNew |
$467K - $626K
|
13.6K
$1.16M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
326New |
$11.2K - $15K
|
326
$27.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$3.77K - $5.06K
|
110
$9.41K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
8New |
$274 - $368
|
8
$684
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
110New |
$5.1K - $6.66K
|
110
$9.41K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
25New |
$1.16K - $1.51K
|
25
$2.14K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19New |
$881 - $1.15K
|
19
$1.63K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
13.3K+ 300.0% |
$677K - $824K
|
17.7K
$1.51M
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.8KNew |
$706K - $814K
|
15.8K
$1.35M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
351New |
$15.7K - $18.1K
|
351
$30K
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29New |
$685 - $1.09K
|
29
$2.48K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5New |
$118 - $189
|
5
$428
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
8.59KNew |
$168K - $218K
|
8.59K
$735K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15KNew |
$219K - $457K
|
15K
$1.28M
|
|
|
May 15, 2020
Q1 2020
|
Voss Capital, LLC
Houston, TX |
BUY
|
CALL |
10KNew |
$146K - $305K
|
10K
$856K
|
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
400New |
$5.84K - $12.2K
|
400
$34.2K
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
79New |
$1.15K - $2.41K
|
79
$6.76K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
44.4KNew |
$1.18M - $1.36M
|
44.4K
$3.8M
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$13.7K - $15.9K
|
518
$44.3K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
190KNew |
$4.88M - $6.28M
|
190K
$16.2M
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.6KNew |
$1.07M - $1.38M
|
41.6K
$3.56M
|
|
| Q1 2019 | |||||||
|
Apr 11, 2019
Q1 2019
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$601 - $797
|
24
$2.05K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
800New |
$19.5K - $28.9K
|
800
$68.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
17.8KNew |
$606K - $763K
|
17.8K
$1.53M
|
|