Purchases and Sales Made in Q1 2025 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117K+ 8878.0% |
$7.21M - $8.55M
|
118K
$7.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6KNew |
$717K - $850K
|
11.6K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.88K+ 2.92% |
$609K - $722K
|
348K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.96K+ 16.01% |
$429K - $509K
|
50.4K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12KNew |
$315K - $374K
|
5.12K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 94.78% |
$240K - $285K
|
8.02K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.77KNew |
$232K - $275K
|
3.77K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.4KNew |
$209K - $248K
|
3.4K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 33.33% |
$151K - $180K
|
9.83K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
649+ 11.7% |
$40K - $47.4K
|
6.2K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
496+ 5.2% |
$30.6K - $36.3K
|
10K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
223+ 1.43% |
$13.7K - $16.3K
|
15.8K
$996K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
206+ 1.56% |
$12.7K - $15.1K
|
13.4K
$841K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 3.29% |
$7.21K - $8.55K
|
3.68K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
99+ 48.06% |
$6.1K - $7.24K
|
305
$19.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 55.2% |
$4.25K - $5.04K
|
194
$12.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$3.77K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 15.28% |
$3.64K - $4.31K
|
445
$28K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$2.77K - $3.29K
|
45
$2.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.71K - $3.22K
|
44
$2.76K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$5.97K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$943
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.05% |
$740 - $877
|
23.9K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$308 - $366
|
8
$503
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$123 - $146
|
64
$4.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 22.22% |
$123 - $146
|
11
$691
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.41% |
$123 - $146
|
35
$2.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 20.51% |
$1.48K - $1.75K
|
93
$5.84K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 37.65% |
$3.94K - $4.68K
|
106
$6.66K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.23% |
$6.16K - $7.31K
|
43K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 23.92% |
$9.24K - $11K
|
477
$30K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168- 4.32% |
$10.4K - $12.3K
|
3.72K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.12% |
$24.7K - $29.2K
|
12.4K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 2.07% |
$26.3K - $31.1K
|
20.1K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-519- 3.25% |
$32K - $37.9K
|
15.4K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-644- 2.1% |
$39.7K - $47.1K
|
30.1K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-789- 2.64% |
$48.6K - $57.7K
|
29.1K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-2.95K- 0.69% |
$182K - $216K
|
423K
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.58K- 31.12% |
$221K - $262K
|
7.93K
$498K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.63K- 4.06% |
$408K - $484K
|
157K
$9.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.3K- 10.02% |
$819K - $971K
|
119K
$7.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-86.4K- 61.26% |
$5.32M - $6.31M
|
54.6K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116K- 98.45% |
$7.18M - $8.52M
|
1.83K
$115K
|