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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
7.14KNew |
$403K - $549K
|
7.14K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-877- 35.52% |
$49.4K - $67.4K
|
1.59K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$2.09K - $2.84K
|
37
$2.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62+ 0.86% |
$3.49K - $4.76K
|
7.25K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 60.0% |
$507 - $692
|
6
$475
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.77KNew |
$438K - $597K
|
7.77K
$614K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.45KNew |
$420K - $572K
|
7.45K
$589K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
340+ 6.63% |
$19.2K - $26.1K
|
5.47K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
237+ 120.92% |
$13.4K - $18.2K
|
433
$34.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 74.32% |
$9.3K - $12.7K
|
57
$4.51K
|
|
|
Aug 05, 2025
Q2 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
4.2K+ 66.67% |
$237K - $323K
|
10.5K
$831K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.41K - $1.92K
|
25
$1.98K
|
|
|
Jul 31, 2025
Q2 2025
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-4.7K- 4.52% |
$265K - $361K
|
99.4K
$7.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$451 - $615
|
8
$633
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.2K+ 17.24% |
$293K - $400K
|
35.4K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.69% |
$169 - $231
|
67
$5.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
600+ 15.0% |
$33.8K - $46.1K
|
4.6K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.3% |
$45.1K - $61.5K
|
15.9K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
234+ 1.75% |
$13.2K - $18K
|
13.6K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.83KNew |
$159K - $217K
|
2.83K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$633
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$1.63K - $2.23K
|
29
$2.29K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
966+ 6.1% |
$54.4K - $74.2K
|
16.8K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
602+ 15.98% |
$33.9K - $46.3K
|
4.37K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 27.27% |
$169 - $231
|
8
$633
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 9.18% |
$1.58K - $2.15K
|
333
$26.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 17.2% |
$902 - $1.23K
|
109
$8.62K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 13.33% |
$338 - $461
|
39
$3.09K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-111- 50.0% |
$6.84K - $8.11K
|
111
$8.78K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$17.1K - $20.2K
|
277
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
84.6KNew |
$5.21M - $6.18M
|
84.6K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.13K+ 10.69% |
$316K - $375K
|
53.1K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$986 - $1.17K
|
16
$1.27K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
5.81KNew |
$358K - $425K
|
5.81K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 45.17% |
$165K - $195K
|
8.59K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-12K- 34.61% |
$743K - $881K
|
22.8K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.4KNew |
$1.07M - $1.27M
|
17.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-1K- 22.22% |
$61.6K - $73.1K
|
3.5K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
898+ 26.97% |
$55.3K - $65.6K
|
4.23K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
4+ 0.0% |
$247 - $292
|
90.7K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.34KNew |
$206K - $244K
|
3.34K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
71New |
$4.38K - $5.19K
|
71
$5.62K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
347+ 0.79% |
$21.4K - $25.4K
|
44.2K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
208KNew |
$12.8M - $15.2M
|
208K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-4.53K- 56.17% |
$279K - $331K
|
3.53K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 11.89% |
$27.5K - $32.7K
|
4.21K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9New |
$555 - $658
|
9
$712
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.31K- 28.86% |
$80.5K - $95.5K
|
3.22K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
537+ 15.07% |
$33.1K - $39.3K
|
4.1K
$324K
|
|