Latest Institutional Transactions on Axos Financial, Inc. (AX)
This table provides information on the latest institutional transactions involving Axos Financial, Inc. (AX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.4KNew |
$209K - $248K
|
3.4K
$204K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$924 - $1.1K
|
15
$903
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
223+ 1.43% |
$13.7K - $16.3K
|
15.8K
$954K
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
718+ 37.18% |
$44.3K - $52.5K
|
2.65K
$159K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 5.41% |
$123 - $146
|
35
$2.11K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 94.78% |
$240K - $285K
|
8.02K
$483K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6KNew |
$717K - $850K
|
11.6K
$700K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-86.4K- 61.26% |
$5.32M - $6.31M
|
54.6K
$3.29M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 15.28% |
$3.64K - $4.31K
|
445
$26.8K
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
206+ 1.56% |
$12.7K - $15.1K
|
13.4K
$806K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 55.2% |
$4.25K - $5.04K
|
194
$11.7K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.77KNew |
$232K - $275K
|
3.77K
$227K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 23.92% |
$9.24K - $11K
|
477
$28.7K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
99+ 48.06% |
$6.1K - $7.24K
|
305
$18.4K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 2.07% |
$26.3K - $31.1K
|
20.1K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 22.22% |
$123 - $146
|
11
$662
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116K- 98.45% |
$7.18M - $8.52M
|
1.83K
$110K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 46.15% |
$1.85K - $2.19K
|
95
$5.72K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.63K- 4.06% |
$408K - $484K
|
157K
$9.43M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$308 - $366
|
8
$482
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.46K+ 33.33% |
$151K - $180K
|
9.83K
$592K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$2.77K - $3.29K
|
45
$2.71K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 20.51% |
$1.48K - $1.75K
|
93
$5.6K
|
|
Q4 2024 | |||||||
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
112New |
$6.71K - $9.7K
|
112
$6.74K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.5K- 71.09% |
$1.89M - $2.73M
|
12.8K
$772K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21.3K- 81.83% |
$1.28M - $1.85M
|
4.74K
$285K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$288K - $416K
|
4.8K
$289K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-79- 13.69% |
$4.73K - $6.84K
|
498
$30K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.5K- 11.96% |
$627K - $906K
|
77.1K
$4.64M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 2.86% |
$190K - $275K
|
108K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.86K+ 10.96% |
$231K - $334K
|
39.1K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-30.7K- 12.04% |
$1.84M - $2.66M
|
224K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
36.7K+ 79.78% |
$2.2M - $3.18M
|
82.7K
$4.98M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-18.2K- 13.53% |
$1.09M - $1.57M
|
116K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$173K - $249K
|
2.88K
$173K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.4KNew |
$2.9M - $4.19M
|
48.4K
$2.92M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.3K+ 25.52% |
$1.34M - $1.93M
|
110K
$6.61M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
54.8K+ 143.88% |
$3.28M - $4.74M
|
92.8K
$5.59M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
15K+ 9.47% |
$900K - $1.3M
|
174K
$10.5M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-840- 2.63% |
$50.3K - $72.7K
|
31.1K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
427+ 0.85% |
$25.6K - $37K
|
50.4K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.4K+ 112.37% |
$985K - $1.42M
|
31.1K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-7.3K- 12.63% |
$437K - $632K
|
50.5K
$3.04M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.83K- 44.92% |
$289K - $418K
|
5.92K
$356K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.2K+ 8.7% |
$3.25M - $4.7M
|
678K
$40.8M
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.11K+ 43.27% |
$306K - $442K
|
16.9K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
9.98K+ 6.88% |
$598K - $864K
|
155K
$9.33M
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15K+ 55.94% |
$899K - $1.3M
|
41.8K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-48- 0.73% |
$2.88K - $4.16K
|
6.51K
$392K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.94K+ 65.31% |
$535K - $774K
|
22.6K
$1.36M
|