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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
5.86KNew |
$361K - $429K
|
5.86K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
5.81KNew |
$358K - $425K
|
5.81K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.68K+ 11.49% |
$350K - $415K
|
55.1K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.13K+ 10.69% |
$316K - $375K
|
53.1K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12KNew |
$315K - $374K
|
5.12K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.33K+ 0.64% |
$267K - $317K
|
682K
$57.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15KNew |
$256K - $303K
|
4.15K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 110.32% |
$249K - $295K
|
7.71K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.97KNew |
$245K - $290K
|
3.97K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 94.78% |
$240K - $285K
|
8.02K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.8KNew |
$234K - $278K
|
3.8K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.77KNew |
$232K - $275K
|
3.77K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
3.72KNew |
$229K - $272K
|
3.72K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.71K+ 9.5% |
$229K - $271K
|
42.8K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.65K+ 39.86% |
$225K - $267K
|
12.8K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.4KNew |
$209K - $248K
|
3.4K
$285K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.34KNew |
$206K - $244K
|
3.34K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.11KNew |
$192K - $227K
|
3.11K
$261K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.06K+ 11.59% |
$188K - $223K
|
29.4K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.87K+ 32.75% |
$177K - $210K
|
11.6K
$975K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.68K+ 6.79% |
$165K - $196K
|
42.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 45.17% |
$165K - $195K
|
8.59K
$720K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 33.33% |
$151K - $180K
|
9.83K
$824K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 37.85% |
$129K - $153K
|
7.65K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 40.52% |
$125K - $148K
|
7.04K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 30.78% |
$120K - $142K
|
8.28K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.85KNew |
$114K - $135K
|
1.85K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79K+ 6.79% |
$111K - $131K
|
28.2K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.71K+ 25.18% |
$105K - $125K
|
8.51K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.71K+ 46.2% |
$105K - $125K
|
5.41K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.74% |
$91.3K - $108K
|
201K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.43K+ 4.59% |
$88.1K - $104K
|
32.5K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.42K+ 32.07% |
$87.5K - $104K
|
5.84K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.4K+ 12.11% |
$86.4K - $102K
|
13K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 0.94% |
$62.6K - $74.2K
|
109K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
898+ 26.97% |
$55.3K - $65.6K
|
4.23K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
832+ 27.61% |
$51.3K - $60.8K
|
3.85K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
729+ 2.34% |
$44.9K - $53.3K
|
31.9K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
695+ 2.73% |
$42.8K - $50.8K
|
26.2K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
649+ 11.7% |
$40K - $47.4K
|
6.2K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
628+ 0.17% |
$38.7K - $45.9K
|
364K
$30.5M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 17.65% |
$37K - $43.9K
|
4K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
537+ 15.07% |
$33.1K - $39.3K
|
4.1K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
501+ 10.73% |
$30.9K - $36.6K
|
5.17K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
496+ 5.2% |
$30.6K - $36.3K
|
10K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 11.89% |
$27.5K - $32.7K
|
4.21K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
414+ 0.47% |
$25.5K - $30.3K
|
88.9K
$7.46M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
405+ 3.48% |
$25K - $29.6K
|
12K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
362+ 7.67% |
$22.3K - $26.5K
|
5.08K
$426K
|