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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$187K - $220K
|
2.39K
$189K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.48K- 1.16% |
$351K - $413K
|
382K
$30.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 2.5% |
$313 - $369
|
164
$13K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-411- 14.52% |
$32.2K - $37.9K
|
2.42K
$191K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.55KNew |
$200K - $235K
|
2.55K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 3.3% |
$7.44K - $8.77K
|
2.98K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99K+ 62.37% |
$7.76M - $9.14M
|
258K
$20.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
308New |
$24.1K - $28.4K
|
308
$24.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$13.2K - $15.5K
|
168
$13.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 2.86% |
$78.3 - $92.3
|
34
$2.69K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-10.7K- 2.6% |
$834K - $984K
|
400K
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.6KNew |
$204K - $240K
|
2.6K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-718- 19.54% |
$56.2K - $66.3K
|
2.96K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
100New |
$7.83K - $9.23K
|
100
$7.91K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-115- 2.92% |
$9.01K - $10.6K
|
3.82K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
71New |
$5.56K - $6.55K
|
71
$5.62K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-240- 2.35% |
$18.8K - $22.2K
|
9.99K
$791K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 20.55% |
$6.97K - $8.22K
|
344
$27.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
14.4K+ 36.7% |
$1.13M - $1.33M
|
53.7K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64K- 13.08% |
$207K - $244K
|
17.6K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 34.86% |
$404K - $477K
|
9.65K
$763K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$78.3 - $92.3
|
5
$396
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3- 0.41% |
$235 - $277
|
737
$58.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-30.3K- 56.97% |
$2.37M - $2.8M
|
22.9K
$1.81M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 10.05% |
$15.4K - $18.2K
|
2.16K
$171K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
19.1K+ 9538.5% |
$1.08M - $1.47M
|
19.3K
$1.53M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 15.96% |
$980K - $1.34M
|
126K
$10M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.16K+ 2.83% |
$65.2K - $88.8K
|
42.1K
$3.33M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.6K+ 238.54% |
$1.72M - $2.35M
|
43.4K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.78KNew |
$156K - $213K
|
2.78K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-133K- 91.27% |
$7.52M - $10.3M
|
12.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
23.4K+ 108.33% |
$1.32M - $1.8M
|
45K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$361K - $492K
|
6.4K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.43KNew |
$250K - $341K
|
4.43K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.7K- 47.03% |
$321K - $438K
|
6.42K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$961K - $1.31M
|
17.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.36KNew |
$133K - $182K
|
2.36K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
37KNew |
$2.09M - $2.85M
|
37K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
183+ 3.71% |
$10.3K - $14.1K
|
5.11K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.64KNew |
$149K - $203K
|
2.64K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-66- 50.77% |
$3.72K - $5.07K
|
64
$5.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.04KNew |
$115K - $157K
|
2.04K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.06KNew |
$59.8K - $81.5K
|
1.06K
$83.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-40- 0.68% |
$2.25K - $3.07K
|
5.82K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
38New |
$2.14K - $2.92K
|
38
$3.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.21KNew |
$294K - $400K
|
5.21K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-3K- 8.92% |
$169K - $231K
|
30.6K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
248New |
$14K - $19.1K
|
248
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3- 5.0% |
$169 - $231
|
57
$4.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-69- 61.61% |
$3.89K - $5.3K
|
43
$3.4K
|
|