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
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11+ 2.21% |
$678 - $804
|
509
$42.7K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 0.66% |
$616 - $731
|
1.52K
$127K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9New |
$555 - $658
|
9
$755
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 150.0% |
$555 - $658
|
15
$1.26K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6+ 0.09% |
$370 - $439
|
6.37K
$534K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$308 - $366
|
8
$671
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 1.59% |
$247 - $292
|
256
$21.5K
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
4+ 0.0% |
$247 - $292
|
90.7K
$7.61M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 22.22% |
$123 - $146
|
11
$922
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$123 - $146
|
64
$5.37K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$123 - $146
|
2
$168
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$61.6 - $73.1
|
1
$83.9
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.41% |
$123 - $146
|
35
$2.94K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 20.51% |
$1.48K - $1.75K
|
93
$7.8K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-30- 0.18% |
$1.85K - $2.19K
|
16.6K
$1.39M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-35- 0.91% |
$2.16K - $2.56K
|
3.8K
$318K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-56- 0.49% |
$3.45K - $4.09K
|
11.3K
$945K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 37.65% |
$3.94K - $4.68K
|
106
$8.89K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 48.31% |
$6.16K - $7.31K
|
107
$8.97K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.23% |
$6.16K - $7.31K
|
43K
$3.61M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 3.87% |
$6.16K - $7.31K
|
2.48K
$208K
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 2.33% |
$6.35K - $7.53K
|
4.31K
$362K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-111- 10.12% |
$6.84K - $8.11K
|
986
$82.7K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-111- 50.0% |
$6.84K - $8.11K
|
111
$9.31K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-146- 0.93% |
$9K - $10.7K
|
15.6K
$1.3M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-149- 2.04% |
$9.18K - $10.9K
|
7.16K
$601K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 23.92% |
$9.24K - $11K
|
477
$40K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-153- 1.45% |
$9.43K - $11.2K
|
10.4K
$872K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168- 4.32% |
$10.4K - $12.3K
|
3.72K
$312K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-178- 14.12% |
$11K - $13K
|
1.08K
$90.8K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-189- 3.31% |
$11.6K - $13.8K
|
5.53K
$464K
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 2.16% |
$13.9K - $16.5K
|
10.2K
$858K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-226- 6.66% |
$13.9K - $16.5K
|
3.17K
$266K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 45.08% |
$17.5K - $20.8K
|
346
$29K
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-287- 0.71% |
$17.7K - $21K
|
40K
$3.35M
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-306- 2.83% |
$18.9K - $22.4K
|
10.5K
$882K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-317- 3.86% |
$19.5K - $23.2K
|
7.9K
$662K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-325- 1.77% |
$20K - $23.8K
|
18.1K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-326- 1.91% |
$20.1K - $23.8K
|
16.8K
$1.41M
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-337- 0.39% |
$20.8K - $24.6K
|
86.7K
$7.27M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.12% |
$24.7K - $29.2K
|
12.4K
$1.04M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-402- 2.47% |
$24.8K - $29.4K
|
15.9K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 2.07% |
$26.3K - $31.1K
|
20.1K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-460- 18.2% |
$28.3K - $33.6K
|
2.07K
$173K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-487- 23.72% |
$30K - $35.6K
|
1.57K
$131K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-519- 3.25% |
$32K - $37.9K
|
15.4K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-553- 2.84% |
$34.1K - $40.4K
|
18.9K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-616- 99.84% |
$38K - $45K
|
1
$83.9
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-616- 13.12% |
$38K - $45K
|
4.08K
$342K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-627- 5.55% |
$38.6K - $45.8K
|
10.7K
$895K
|