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 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-240- 2.08% |
$13.6K - $18.6K
|
11.3K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
431+ 1.98% |
$24.4K - $33.4K
|
22.2K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.75% |
$39.6K - $54.3K
|
26.2K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252New |
$14.3K - $19.6K
|
252
$16.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 160.0% |
$2.26K - $3.1K
|
65
$4.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 29.67% |
$1.42M - $1.95M
|
110K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-826- 6.76% |
$46.7K - $64.1K
|
11.4K
$754K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.08% |
$283 - $388
|
245
$16.2K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.4K+ 88.89% |
$136K - $186K
|
5.1K
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-438- 7.92% |
$24.8K - $34K
|
5.09K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39K- 71.96% |
$2.21M - $3.03M
|
15.2K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-4.47K- 25.3% |
$253K - $347K
|
13.2K
$873K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
426New |
$24.1K - $33.1K
|
426
$28.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.3KNew |
$300K - $411K
|
5.3K
$351K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.4K+ 24.43% |
$362K - $497K
|
32.6K
$2.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$226 - $310
|
4
$265
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
676+ 1.59% |
$38.3K - $52.5K
|
43.3K
$2.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.8K- 77.14% |
$1.4M - $1.92M
|
7.34K
$486K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.5KNew |
$73.3K - $92.7K
|
1.5K
$99.3K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-255- 69.86% |
$12.5K - $15.8K
|
110
$7.28K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$244 - $309
|
5
$331
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.05K- 19.19% |
$51.3K - $64.8K
|
4.42K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
9.2KNew |
$450K - $569K
|
9.2K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-7.42K- 44.78% |
$363K - $459K
|
9.15K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
26.9K+ 287.37% |
$1.31M - $1.66M
|
36.2K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-400- 7.95% |
$19.5K - $24.7K
|
4.63K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-218- 4.04% |
$10.7K - $13.5K
|
5.18K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.1K+ 53.14% |
$249K - $315K
|
14.7K
$973K
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$176K - $222K
|
3.6K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.26K- 50.44% |
$257K - $325K
|
5.17K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-11.1K- 4.12% |
$544K - $688K
|
259K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.53KNew |
$172K - $218K
|
3.53K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$5.11M - $6.47M
|
105K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
381+ 1.35% |
$18.6K - $23.5K
|
28.7K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.3KNew |
$650K - $822K
|
13.3K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.8K- 0.87% |
$3.51M - $4.44M
|
8.19M
$542M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
8.72KNew |
$426K - $539K
|
8.72K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
5K+ 100.0% |
$244K - $309K
|
10K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-2K- 5.61% |
$97.7K - $124K
|
33.6K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.1KNew |
$931K - $1.18M
|
19.1K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-119- 1.2% |
$5.81K - $7.35K
|
9.78K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
396+ 528.0% |
$19.3K - $24.5K
|
471
$31.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 10.92% |
$2.83K - $3.58K
|
473
$31.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.18K- 46.83% |
$204K - $258K
|
4.75K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.19KNew |
$302K - $382K
|
6.19K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.03KNew |
$50.3K - $63.7K
|
1.03K
$68.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
189New |
$9.23K - $11.7K
|
189
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.56KNew |
$223K - $282K
|
4.56K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$3.96K - $5.01K
|
81
$5.36K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 3.7% |
$635 - $803
|
364
$24.1K
|
|