Latest Institutional Sells of Axos Financial, Inc. (AX)

AX Quotes by TradingView

This list provides information on the latest institutional transactions involving Axos Financial, Inc. (AX) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-775
- 5.34%
$25.9K - $44K
13.8K $956K
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-291
- 3.02%
$9.71K - $16.5K
9.35K $650K
Q3 2023
Nov 14, 2023 Q3 2023
Inceptionr LLC

Lafayette, CA
SELL
 -
-2.24K
- 29.15%
$80.7K - $109K
5.45K $379K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.74K
- 17.67%
$62.5K - $84.6K
8.09K $563K
Q2 2023
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-326K
- 22.05%
$11.6M - $13.9M
1.15M $80.1M
Aug 14, 2023 Q2 2023
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-83K
- 87.76%
$2.96M - $3.53M
11.6K $805K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-22.1K
Closed
$789K - $940K
0 $0
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-21.2K
- 96.97%
$756K - $900K
661 $46K
Aug 11, 2023 Q2 2023
Fil LTD

Hamilton, D0
SELL
 -
-19K
- 13.87%
$679K - $809K
118K $8.21M
Apr 25, 2025 Q2 2023
Pmc Fig Opportunities LLC

Jerusalem, L3
SELL
 -
-17K
Closed
$607K - $723K
0 $0
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-1.08K
- 15.18%
$38.6K - $46K
6.05K $420K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-1.03K
- 6.94%
$36.6K - $43.6K
13.7K $955K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-672
- 8.65%
$24K - $28.6K
7.1K $494K
Q1 2023
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-75K
- 99.59%
$2.55M - $3.84M
310 $21.6K
May 04, 2023 Q1 2023
Los Angeles Capital Management LLC

SELL
 -
-2.8K
- 6.65%
$95.3K - $143K
39.4K $2.74M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-1.26K
Closed
$43K - $64.6K
0 $0
May 11, 2023 Q1 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-350
- 50.0%
$11.9K - $17.9K
350 $24.3K
Q4 2022
Feb 14, 2023 Q4 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-50.1K
- 61.45%
$1.75M - $2.14M
31.5K $2.19M
Feb 13, 2023 Q4 2022
Panagora Asset Management Inc

Boston, MA
SELL
 -
-3.83K
- 19.37%
$133K - $163K
15.9K $1.11M
Jan 20, 2023 Q4 2022
Orion Capital Management LLC

SELL
 -
-1.8K
- 16.22%
$62.7K - $76.8K
9.3K $647K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-15
- 46.88%
$522 - $640
17 $1.18K
Q3 2022
Nov 10, 2022 Q3 2022
Abrdn PLC

SELL
 -
-369K
- 47.7%
$12.6M - $17.6M
405K $28.2M
Dec 01, 2022 Q3 2022
Robeco Institutional Asset Management B.V.

SELL
 -
-40K
- 21.05%
$1.37M - $1.9M
150K $10.4M
Nov 14, 2022 Q3 2022
Holocene Advisors, LP

New York, NY
SELL
 -
-17.7K
- 60.49%
$607K - $843K
11.6K $806K
Nov 02, 2022 Q3 2022
Sageworth Trust CO

SELL
 -
-3.29K
- 60.41%
$113K - $157K
2.16K $150K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-845
Closed
$28.9K - $40.2K
0 $0
Q2 2022
Jul 18, 2022 Q2 2022
Denali Advisors LLC

SELL
 -
-80.9K
Closed
$2.78M - $3.72M
0 $0
Aug 10, 2022 Q2 2022
Avalon Investment & Advisory

Houston, TX
SELL
 -
-77.6K
Closed
$2.66M - $3.57M
0 $0
Jul 19, 2022 Q2 2022
Laurus Investment Counsel Inc.

SELL
 -
-60.8K
Closed
$2.09M - $2.8M
0 $0
Aug 12, 2022 Q2 2022
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-48.5K
- 98.83%
$1.67M - $2.23M
577 $40.1K
Aug 15, 2022 Q2 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 PUT
-26.6K
Closed
$913K - $1.22M
0 $0
Aug 15, 2022 Q2 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-10.7K
Closed
$367K - $492K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-5.16K
Closed
$177K - $238K
0 $0
Jul 27, 2022 Q2 2022
Bank Hapoalim Bm

SELL
 -
-5.06K
Closed
$174K - $233K
0 $0
Jul 06, 2022 Q2 2022
Private Asset Management Inc

SELL
 -
-5K
Closed
$172K - $230K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-4.81K
Closed
$165K - $221K
0 $0
Aug 15, 2022 Q2 2022
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-1.94K
Closed
$66.5K - $89.3K
0 $0
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

SELL
 -
-1.5K
Closed
$51.4K - $69K
0 $0
Aug 15, 2022 Q2 2022
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-496
- 7.82%
$17K - $22.8K
5.84K $406K
Jul 12, 2022 Q2 2022
Exane Derivatives

SELL
 -
-404
- 58.89%
$13.9K - $18.6K
282 $19.6K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-330
- 89.19%
$11.3K - $15.2K
40 $2.78K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-288
Closed
$9.88K - $13.3K
0 $0
Aug 02, 2022 Q2 2022
Clear Street Markets LLC

SELL
 -
-100
Closed
$3.43K - $4.6K
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-86
Closed
$2.95K - $3.96K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-67
- 53.6%
$2.3K - $3.08K
58 $4.03K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-20
Closed
$686 - $921
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-7
Closed
$240 - $322
0 $0
Q1 2022
May 13, 2022 Q1 2022
Eam Global Investors LLC

Solana Beach, CA
SELL
 -
-45.3K
Closed
$2.1M - $2.74M
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-43.1K
Closed
$2M - $2.61M
0 $0

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