Purchases and Sales Made in Q4 2024 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 115.63% |
$6.65K - $9.61K
|
207
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
106+ 7.35% |
$6.35K - $9.18K
|
1.55K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
105+ 2.32% |
$6.29K - $9.09K
|
4.63K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 127.03% |
$5.63K - $8.14K
|
168
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 12.0% |
$4.85K - $7.01K
|
756
$50.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
77+ 0.95% |
$4.61K - $6.67K
|
8.22K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
75+ 78.95% |
$4.49K - $6.5K
|
170
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
49+ 5.9% |
$2.94K - $4.24K
|
880
$58.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48+ 0.68% |
$2.88K - $4.16K
|
7.12K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
42+ 0.33% |
$2.52K - $3.64K
|
12.8K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 51.95% |
$2.4K - $3.46K
|
117
$7.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.48% |
$1.44K - $2.08K
|
5.01K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 12.12% |
$1.44K - $2.08K
|
222
$14.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$1.32K - $1.91K
|
22
$1.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
19+ 44.19% |
$1.14K - $1.65K
|
62
$4.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18New |
$1.08K - $1.56K
|
18
$1.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13New |
$779 - $1.13K
|
13
$861
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11+ 0.1% |
$659 - $953
|
11.6K
$767K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$539 - $779
|
9
$596
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$539 - $779
|
9
$596
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 0.19% |
$539 - $779
|
4.72K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$479 - $693
|
8
$530
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8+ 0.05% |
$479 - $693
|
16K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 1.85% |
$420 - $606
|
386
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6New |
$360 - $520
|
6
$397
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$180 - $260
|
3
$199
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$180 - $260
|
3
$199
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1- 0.02% |
$59.9 - $86.6
|
6.17K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 8.33% |
$59.9 - $86.6
|
11
$728
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.44% |
$180 - $260
|
206
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 2.34% |
$180 - $260
|
125
$8.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 7.27% |
$240 - $346
|
51
$3.38K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6- 0.16% |
$360 - $520
|
3.83K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-10- 0.05% |
$599 - $866
|
18.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-12- 0.12% |
$719 - $1.04K
|
9.99K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.87% |
$719 - $1.04K
|
630
$41.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 3.24% |
$1.26K - $1.82K
|
627
$41.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25- 0.38% |
$1.5K - $2.17K
|
6.52K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 52.08% |
$1.5K - $2.17K
|
23
$1.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 50.0% |
$1.92K - $2.77K
|
32
$2.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.92% |
$2.1K - $3.03K
|
3.76K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 12.66% |
$2.4K - $3.46K
|
276
$18.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-48- 0.73% |
$2.88K - $4.16K
|
6.51K
$431K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-79- 13.69% |
$4.73K - $6.84K
|
498
$33K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-80- 2.2% |
$4.79K - $6.93K
|
3.56K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-82- 0.78% |
$4.91K - $7.1K
|
10.5K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-89- 0.44% |
$5.33K - $7.71K
|
20K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-90- 10.84% |
$5.39K - $7.79K
|
740
$49K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96- 2.07% |
$5.75K - $8.31K
|
4.55K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-100- 0.54% |
$5.99K - $8.66K
|
18.4K
$1.22M
|