Purchases and Sales Made in Q2 2025 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
601+ 7.58% |
$33.9K - $46.2K
|
8.53K
$751K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 15.0% |
$33.8K - $46.1K
|
4.6K
$405K
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
573+ 5.51% |
$32.3K - $44K
|
11K
$966K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
572+ 5.72% |
$32.2K - $44K
|
10.6K
$930K
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
555+ 11.49% |
$31.3K - $42.7K
|
5.39K
$474K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
540+ 13.01% |
$30.4K - $41.5K
|
4.69K
$413K
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
468+ 8.65% |
$26.4K - $36K
|
5.88K
$517K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
467+ 1.95% |
$26.3K - $35.9K
|
24.4K
$2.15M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
420+ 21.91% |
$23.7K - $32.3K
|
2.34K
$206K
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
415New |
$23.4K - $31.9K
|
415
$36.5K
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
408+ 3.93% |
$23K - $31.4K
|
10.8K
$949K
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
400+ 13.33% |
$22.5K - $30.7K
|
3.4K
$299K
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.46% |
$22.5K - $30.7K
|
87.1K
$7.67M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
386+ 360.75% |
$21.8K - $29.7K
|
493
$43.4K
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
368+ 0.95% |
$20.7K - $28.3K
|
39.3K
$3.46M
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
340+ 6.63% |
$19.2K - $26.1K
|
5.47K
$482K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
333+ 294.69% |
$18.8K - $25.6K
|
446
$39.3K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
293+ 5.73% |
$16.5K - $22.5K
|
5.41K
$476K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
287+ 337.65% |
$16.2K - $22.1K
|
372
$32.8K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
273+ 7.97% |
$15.4K - $21K
|
3.7K
$326K
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
272+ 1.75% |
$15.3K - $20.9K
|
15.8K
$1.39M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
270+ 1.43% |
$15.2K - $20.7K
|
19.2K
$1.69M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256+ 73.99% |
$14.4K - $19.7K
|
602
$53K
|
|
Aug 14, 2025
Q2 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
256+ 2.56% |
$14.4K - $19.7K
|
10.3K
$903K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
248New |
$14K - $19.1K
|
248
$21.8K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
237+ 120.92% |
$13.4K - $18.2K
|
433
$38.1K
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
234+ 1.75% |
$13.2K - $18K
|
13.6K
$1.2M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
214+ 13.67% |
$12.1K - $16.4K
|
1.78K
$157K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 5.42% |
$11.6K - $15.8K
|
4K
$353K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
202+ 1.58% |
$11.4K - $15.5K
|
13K
$1.15M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 821.74% |
$10.7K - $14.5K
|
212
$18.7K
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
183+ 3.71% |
$10.3K - $14.1K
|
5.11K
$450K
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
159+ 1.62% |
$8.96K - $12.2K
|
9.99K
$879K
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
144+ 0.34% |
$8.12K - $11.1K
|
42.3K
$3.72M
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
144+ 0.98% |
$8.12K - $11.1K
|
14.8K
$1.3M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
141+ 1.75% |
$7.95K - $10.8K
|
8.2K
$722K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
126+ 6.87% |
$7.1K - $9.68K
|
1.96K
$173K
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
122+ 0.03% |
$6.88K - $9.38K
|
354K
$31.2M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
115+ 3.01% |
$6.48K - $8.84K
|
3.94K
$347K
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 1.11% |
$6.43K - $8.76K
|
10.3K
$911K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
112+ 105.66% |
$6.31K - $8.61K
|
218
$19.2K
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
101+ 0.88% |
$5.69K - $7.76K
|
11.5K
$1.02M
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
84+ 0.21% |
$4.73K - $6.46K
|
40K
$3.53M
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
75+ 0.37% |
$4.23K - $5.76K
|
20.2K
$1.78M
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74+ 7400.0% |
$4.17K - $5.69K
|
75
$6.6K
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
69+ 1.22% |
$3.89K - $5.3K
|
5.72K
$503K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62+ 0.86% |
$3.49K - $4.76K
|
7.25K
$638K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 28.35% |
$3.1K - $4.23K
|
249
$21.9K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
55+ 189.66% |
$3.1K - $4.23K
|
84
$7.4K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
53New |
$2.99K - $4.07K
|
53
$4.67K
|