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 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
347+ 0.79% |
$21.4K - $25.4K
|
44.2K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
331+ 5.17% |
$20.4K - $24.2K
|
6.73K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
328New |
$20.2K - $24K
|
328
$27.5K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
300+ 11.11% |
$18.5K - $21.9K
|
3K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
283+ 6.86% |
$17.4K - $20.7K
|
4.41K
$370K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$17.1K - $20.2K
|
277
$23.2K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
244+ 2.18% |
$15K - $17.8K
|
11.4K
$960K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
241+ 7.56% |
$14.9K - $17.6K
|
3.43K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
223+ 1.43% |
$13.7K - $16.3K
|
15.8K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
210+ 0.14% |
$12.9K - $15.4K
|
153K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
206+ 1.56% |
$12.7K - $15.1K
|
13.4K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
196New |
$12.1K - $14.3K
|
196
$16.4K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
190+ 0.17% |
$11.7K - $13.9K
|
110K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
181New |
$11.2K - $13.2K
|
181
$15.2K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181+ 1.07% |
$11.2K - $13.2K
|
17.1K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$8.01K - $9.5K
|
130
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
129New |
$7.95K - $9.43K
|
129
$10.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
128+ 1.6% |
$7.89K - $9.36K
|
8.12K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
119+ 2.15% |
$7.33K - $8.7K
|
5.65K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 3.29% |
$7.21K - $8.55K
|
3.68K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115+ 1.45% |
$7.09K - $8.41K
|
8.06K
$676K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
111+ 100.0% |
$6.84K - $8.11K
|
222
$18.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
99+ 48.06% |
$6.1K - $7.24K
|
305
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
85New |
$5.24K - $6.21K
|
85
$7.13K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 253.13% |
$4.99K - $5.92K
|
113
$9.48K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
71New |
$4.38K - $5.19K
|
71
$5.95K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
70New |
$4.31K - $5.12K
|
70
$5.87K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 55.2% |
$4.25K - $5.04K
|
194
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 2.07% |
$4.13K - $4.9K
|
3.3K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.9K
|
7.19K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$5.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$3.7K - $4.39K
|
60
$5.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 15.28% |
$3.64K - $4.31K
|
445
$37.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
58+ 3.12% |
$3.57K - $4.24K
|
1.92K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
55+ 0.27% |
$3.39K - $4.02K
|
20.4K
$1.71M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$2.77K - $3.29K
|
45
$3.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.71K - $3.22K
|
44
$3.69K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 7.86% |
$2.28K - $2.7K
|
508
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
34+ 2.2% |
$2.1K - $2.49K
|
1.58K
$133K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$7.97K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29New |
$1.79K - $2.12K
|
29
$2.43K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25+ 0.02% |
$1.54K - $1.83K
|
108K
$9.06M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 29.03% |
$1.11K - $1.32K
|
80
$6.71K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.34K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.11% |
$924 - $1.1K
|
13.3K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$1.26K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 185.71% |
$801 - $950
|
20
$1.68K
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
12+ 0.12% |
$740 - $877
|
10K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.05% |
$740 - $877
|
23.9K
$2.01M
|