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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.11KNew |
$306K - $443K
|
5.11K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6K- 17.35% |
$814K - $1.18M
|
64.7K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$479 - $693
|
8
$530
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6New |
$360 - $520
|
6
$397
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 24.95% |
$79.1K - $114K
|
3.97K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 0.19% |
$539 - $779
|
4.72K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.37K- 40.0% |
$442K - $639K
|
11.1K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
967+ 10.89% |
$58K - $83.7K
|
9.85K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.48% |
$1.44K - $2.08K
|
5.01K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.55KNew |
$332K - $480K
|
5.55K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.38K+ 67.52% |
$322K - $466K
|
13.3K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$180 - $260
|
3
$199
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 3.24% |
$1.26K - $1.82K
|
627
$41.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-82- 0.78% |
$4.91K - $7.1K
|
10.5K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48+ 0.68% |
$2.88K - $4.16K
|
7.12K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 50.0% |
$1.92K - $2.77K
|
32
$2.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-106- 35.81% |
$6.35K - $9.18K
|
190
$12.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.23KNew |
$194K - $280K
|
3.23K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.72K- 0.26% |
$103K - $149K
|
671K
$44.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
671+ 4.2% |
$40.2K - $58.1K
|
16.6K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
446New |
$26.7K - $38.6K
|
446
$29.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
120+ 0.77% |
$7.19K - $10.4K
|
15.7K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-629- 12.2% |
$37.7K - $54.5K
|
4.53K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$1.32K - $1.91K
|
22
$1.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236KNew |
$14.1M - $20.4M
|
236K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-8.62K- 1.22% |
$517K - $746K
|
700K
$46.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-55.1K- 52.71% |
$3.3M - $4.77M
|
49.5K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-89- 0.44% |
$5.33K - $7.71K
|
20K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
849+ 206.07% |
$50.9K - $73.5K
|
1.26K
$83.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
200+ 5.26% |
$12K - $17.3K
|
4K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.1KNew |
$1.08M - $1.57M
|
18.1K
$1.2M
|
|
|
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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
830+ 80.66% |
$49.7K - $71.9K
|
1.86K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
773+ 238.58% |
$46.3K - $66.9K
|
1.1K
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 425.78% |
$73.2K - $106K
|
1.51K
$99.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$539 - $779
|
9
$596
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-241- 2.93% |
$14.4K - $20.9K
|
7.99K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13New |
$779 - $1.13K
|
13
$861
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
266+ 2.0% |
$15.9K - $23K
|
13.6K
$898K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 115.63% |
$6.65K - $9.61K
|
207
$13.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
305+ 9.08% |
$18.3K - $26.4K
|
3.66K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
196+ 0.66% |
$11.7K - $17K
|
29.9K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8+ 0.05% |
$479 - $693
|
16K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
42+ 0.33% |
$2.52K - $3.64K
|
12.8K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 16.01% |
$95.9K - $139K
|
11.6K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6.3KNew |
$378K - $546K
|
6.3K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 12.12% |
$1.44K - $2.08K
|
222
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-40.6K- 24.85% |
$2.43M - $3.52M
|
123K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
338KNew |
$20.3M - $29.3M
|
338K
$22.4M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.44K- 8.47% |
$146K - $211K
|
26.4K
$1.75M
|