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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-85- 16.87% |
$6.66K - $7.85K
|
419
$33.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 33.33% |
$78.3 - $92.3
|
4
$316
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
524+ 3.06% |
$41K - $48.4K
|
17.7K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
325+ 2.84% |
$25.5K - $30K
|
11.8K
$932K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-120- 0.96% |
$9.4K - $11.1K
|
12.4K
$978K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.16% |
$1.33K - $1.57K
|
10.3K
$817K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-148- 39.78% |
$11.6K - $13.7K
|
224
$17.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
481+ 4.82% |
$37.7K - $44.4K
|
10.5K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$1.25K - $1.48K
|
16
$1.27K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
18+ 0.11% |
$1.41K - $1.66K
|
15.8K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
47.4K+ 10897.47% |
$3.71M - $4.38M
|
47.8K
$3.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.92KNew |
$542K - $638K
|
6.92K
$547K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 1.17% |
$235 - $277
|
253
$20K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-565- 8.21% |
$44.3K - $52.2K
|
6.32K
$500K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.37K+ 22.13% |
$107K - $126K
|
7.54K
$596K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131+ 3.49% |
$10.3K - $12.1K
|
3.89K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-33.8K- 90.98% |
$2.65M - $3.12M
|
3.36K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-24.7K- 4.46% |
$1.93M - $2.28M
|
529K
$41.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-859- 47.56% |
$67.3K - $79.3K
|
947
$74.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
700+ 20.59% |
$54.8K - $64.6K
|
4.1K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-22.8K- 6.25% |
$1.78M - $2.1M
|
341K
$27M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-42- 4.78% |
$3.29K - $3.88K
|
837
$66.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.44KNew |
$191K - $225K
|
2.44K
$193K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
7.74K+ 90.75% |
$606K - $715K
|
16.3K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.51KNew |
$197K - $232K
|
2.51K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.8K+ 281.82% |
$2.34M - $2.75M
|
40.4K
$3.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
893+ 5.85% |
$69.9K - $82.4K
|
16.2K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
51+ 0.48% |
$3.99K - $4.71K
|
10.6K
$840K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
170+ 4.25% |
$13.3K - $15.7K
|
4.17K
$330K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
473New |
$37K - $43.7K
|
473
$37.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.13KNew |
$402K - $474K
|
5.13K
$406K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.77K+ 94.42% |
$609K - $717K
|
16K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-5.49K- 2.06% |
$430K - $507K
|
261K
$20.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.64K- 48.51% |
$598K - $705K
|
8.1K
$641K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
225+ 4.16% |
$17.6K - $20.8K
|
5.64K
$446K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.23K- 12.16% |
$410K - $483K
|
37.8K
$2.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
903New |
$70.7K - $83.4K
|
903
$71.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.46KNew |
$193K - $227K
|
2.46K
$195K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 3.64% |
$313 - $369
|
114
$9.02K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-645- 15.82% |
$50.5K - $59.5K
|
3.43K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-41- 1.55% |
$3.21K - $3.78K
|
2.6K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
187+ 1.66% |
$14.6K - $17.3K
|
11.5K
$906K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.23K- 3.86% |
$96.6K - $114K
|
30.7K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
403+ 3.28% |
$31.6K - $37.2K
|
12.7K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
21.4K+ 1408.88% |
$1.68M - $1.98M
|
22.9K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858- 3.25% |
$67.2K - $79.2K
|
25.6K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.23K+ 13.23% |
$253K - $298K
|
27.6K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 3.6% |
$70.5K - $83.1K
|
25.9K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 1.89% |
$78.3 - $92.3
|
54
$4.27K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.21K+ 19.14% |
$173K - $204K
|
13.8K
$1.09M
|
|