Purchases and Sales Made in Q3 2025 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99K+ 62.37% |
$7.76M - $9.14M
|
258K
$20.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
14.4K+ 36.7% |
$1.13M - $1.33M
|
53.7K
$4.22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.23K+ 13.23% |
$253K - $298K
|
27.6K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.6KNew |
$204K - $240K
|
2.6K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.55KNew |
$200K - $235K
|
2.55K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$187K - $220K
|
2.39K
$188K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
308New |
$24.1K - $28.4K
|
308
$24.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 10.05% |
$15.4K - $18.2K
|
2.16K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$13.2K - $15.5K
|
168
$13.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
100New |
$7.83K - $9.23K
|
100
$7.86K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 3.3% |
$7.44K - $8.77K
|
2.98K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
71New |
$5.56K - $6.55K
|
71
$5.58K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 2.5% |
$313 - $369
|
164
$12.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$78.3 - $92.3
|
5
$393
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 2.86% |
$78.3 - $92.3
|
34
$2.67K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3- 0.41% |
$235 - $277
|
737
$57.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 20.55% |
$6.97K - $8.22K
|
344
$27K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-115- 2.92% |
$9.01K - $10.6K
|
3.82K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-240- 2.35% |
$18.8K - $22.2K
|
9.99K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-411- 14.52% |
$32.2K - $37.9K
|
2.42K
$190K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-718- 19.54% |
$56.2K - $66.3K
|
2.96K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858- 3.25% |
$67.2K - $79.2K
|
25.6K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64K- 13.08% |
$207K - $244K
|
17.6K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.48K- 1.16% |
$351K - $413K
|
382K
$30M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 34.86% |
$404K - $477K
|
9.65K
$758K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-10.7K- 2.6% |
$834K - $984K
|
400K
$31.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-30.3K- 56.97% |
$2.37M - $2.8M
|
22.9K
$1.8M
|