Institutional Ownership Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX). We have compiled data on the 376 institutions that hold shares in the stock, with a total of 47.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
810
shares
|
$68,574
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
701
shares
|
$59,346
0.03% of portfolio
|
Q3 2022
Added 1.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
675
shares
|
$57,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
661
shares
|
$55,960
0.0% of portfolio
|
Q2 2023
Reduced 96.97%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
653
shares
|
$55,282
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
648
shares
|
$54,859
0.0% of portfolio
|
Q3 2024
Added 881.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
642
shares
|
$54,351
0.0% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
628
shares
|
$53,166
0.0% of portfolio
|
Q3 2024
Added 866.15%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
577
shares
|
$48,848
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
504
shares
|
$42,668
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
471
shares
|
$39,874
0.0% of portfolio
|
Q2 2024
Added 528.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
463
shares
|
$39,197
0.01% of portfolio
|
Q3 2024
Reduced 68.33%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
426
shares
|
$36,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
412
shares
|
$34,879
0.0% of portfolio
|
Q1 2024
Added 32.05%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
400
shares
|
$33,864
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
379
shares
|
$32,086
0.0% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
364
shares
|
$30,816
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
324
shares
|
$27,429
0.0% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
316
shares
|
$26,752
0.0% of portfolio
|
Q3 2024
Added 887.5%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
310
shares
|
$26,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$25,398
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
296
shares
|
$25,059
0.0% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
292
shares
|
$24,720
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
287
shares
|
$24,297
0.0% of portfolio
|
Q3 2024
Added 77.16%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
282
shares
|
$23,874
0.01% of portfolio
|
Q2 2022
Reduced 58.89%
|