Purchases and Sales Made in Q1 2024 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q1 2024. The information is specifically focused on institutions that hold shares of Axos Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
BUY
|
- |
567+ 10.44% |
$27.9K - $32.3K
|
6K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
531+ 63.9% |
$26.1K - $30.2K
|
1.36K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
531New |
$26.1K - $30.2K
|
531
$44.8K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
518+ 10.62% |
$25.5K - $29.5K
|
5.4K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
504New |
$24.8K - $28.7K
|
504
$42.5K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
496+ 122.47% |
$24.4K - $28.2K
|
901
$76K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
441+ 816.67% |
$21.7K - $25.1K
|
495
$41.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
437New |
$21.5K - $24.9K
|
437
$36.9K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
421+ 1.74% |
$20.7K - $23.9K
|
24.7K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
403+ 6.02% |
$19.8K - $22.9K
|
7.1K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
219+ 9.73% |
$10.8K - $12.5K
|
2.47K
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
202+ 5.38% |
$9.94K - $11.5K
|
3.96K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
192+ 2.47% |
$9.45K - $10.9K
|
7.97K
$673K
|
|
|
Apr 16, 2024
Q1 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
179+ 1.04% |
$8.81K - $10.2K
|
17.4K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175+ 0.65% |
$8.62K - $9.95K
|
27.3K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
153+ 527.59% |
$7.53K - $8.7K
|
182
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$7.14K - $8.25K
|
145
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
140New |
$6.89K - $7.96K
|
140
$11.8K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
136+ 1.32% |
$6.7K - $7.74K
|
10.5K
$883K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
100New |
$4.92K - $5.69K
|
100
$8.44K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 32.05% |
$4.92K - $5.69K
|
412
$34.8K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
94+ 0.45% |
$4.63K - $5.35K
|
20.8K
$1.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 1233.33% |
$3.64K - $4.21K
|
80
$6.75K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$3.64K - $4.21K
|
74
$6.24K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
55+ 1.42% |
$2.71K - $3.13K
|
3.94K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
44+ 0.23% |
$2.17K - $2.5K
|
19.6K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39New |
$1.92K - $2.22K
|
39
$3.29K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 20.0% |
$1.58K - $1.82K
|
192
$16.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21New |
$1.03K - $1.19K
|
21
$1.77K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21New |
$1.03K - $1.19K
|
21
$1.77K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 1.88% |
$591 - $683
|
651
$54.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 1.36% |
$542 - $626
|
821
$69.3K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10+ 0.16% |
$492 - $569
|
6.36K
$537K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
3+ 0.05% |
$148 - $171
|
6.17K
$521K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 10.87% |
$246 - $284
|
41
$3.46K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.13% |
$345 - $398
|
5.31K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-15- 0.16% |
$738 - $853
|
9.45K
$797K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 96.77% |
$1.48K - $1.71K
|
1
$84.4
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-34- 50.0% |
$1.67K - $1.93K
|
34
$2.87K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39- 11.5% |
$1.92K - $2.22K
|
300
$25.3K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-49- 0.24% |
$2.41K - $2.79K
|
20.2K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-66- 0.15% |
$3.25K - $3.75K
|
44.3K
$3.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-98- 1.29% |
$4.82K - $5.57K
|
7.5K
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.26% |
$4.92K - $5.69K
|
38K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 44.64% |
$4.92K - $5.69K
|
124
$10.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-105- 22.34% |
$5.17K - $5.97K
|
365
$30.8K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-152- 1.37% |
$7.48K - $8.65K
|
10.9K
$923K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-166- 2.97% |
$8.17K - $9.44K
|
5.42K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-182- 4.0% |
$8.96K - $10.4K
|
4.36K
$368K
|