Institutional Ownership Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX). We have compiled data on the 376 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
59
shares
|
$4,275
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
55
shares
|
$3,985
0.0% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$3,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$3,913
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
50
shares
|
$3,623
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
50
shares
|
$3,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
48
shares
|
$3,478
0.0% of portfolio
|
Q3 2024
Added 92.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
45
shares
|
$3,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
43
shares
|
$3,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$2,898
0.0% of portfolio
|
Q2 2022
Reduced 89.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
37
shares
|
$2,681
0.0% of portfolio
|
Q4 2023
Reduced 5.13%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
34
shares
|
$2,463
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
21
shares
|
$1,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$942
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
12
shares
|
$869
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
4
shares
|
$289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3
shares
|
$217
0.0% of portfolio
|
Q3 2024
New holding
|