Purchases and Sales Made in Q3 2024 in Axos Financial, Inc. (AX)
This table provides information about the institutional ownership of Axos Financial, Inc. (AX) during Q3 2024. The information is specifically focused on institutions that hold shares of Axos Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 8.29% |
$1.64K - $2.25K
|
379
$25.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.79K
|
48
$3.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 52.38% |
$1.24K - $1.71K
|
64
$4.24K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 5.19% |
$905 - $1.24K
|
324
$21.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.08% |
$283 - $388
|
245
$16.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 7.84% |
$226 - $310
|
55
$3.64K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$226 - $310
|
4
$265
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4+ 0.0% |
$226 - $310
|
806K
$53.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$226 - $310
|
4
$265
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$170 - $233
|
3
$199
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.33% |
$113 - $155
|
62
$4.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.0% |
$113 - $155
|
89.8K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 1.25% |
$56.6 - $77.6
|
81
$5.36K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.28% |
$56.6 - $77.6
|
77
$5.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.69% |
$56.6 - $77.6
|
12
$795
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.38% |
$1.08K - $1.47K
|
4.99K
$330K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22- 0.05% |
$1.24K - $1.71K
|
44.4K
$2.94M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-25- 2.92% |
$1.41K - $1.94K
|
830
$55K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-31- 0.04% |
$1.75K - $2.41K
|
70.4K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39- 0.55% |
$2.21K - $3.03K
|
7.07K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 0.18% |
$2.26K - $3.1K
|
22.1K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-44- 1.74% |
$2.49K - $3.41K
|
2.48K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 7.49% |
$2.94K - $4.04K
|
642
$42.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-55- 8.7% |
$3.11K - $4.27K
|
577
$38.2K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-55- 2.45% |
$3.11K - $4.27K
|
2.19K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-71- 0.99% |
$4.02K - $5.51K
|
7.07K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-80- 0.4% |
$4.53K - $6.21K
|
19.8K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 2.12% |
$5.66K - $7.76K
|
4.63K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 1.31% |
$6K - $8.23K
|
7.97K
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-119- 2.48% |
$6.73K - $9.24K
|
4.68K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-135- 31.32% |
$7.64K - $10.5K
|
296
$19.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-150- 2.24% |
$8.49K - $11.6K
|
6.55K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-195- 2.34% |
$11K - $15.1K
|
8.14K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-224- 10.89% |
$12.7K - $17.4K
|
1.83K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-238- 4.81% |
$13.5K - $18.5K
|
4.71K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-240- 2.08% |
$13.6K - $18.6K
|
11.3K
$750K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-254- 8.53% |
$14.4K - $19.7K
|
2.72K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-278- 4.99% |
$15.7K - $21.6K
|
5.29K
$350K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-307- 1.7% |
$17.4K - $23.8K
|
17.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-307- 1.7% |
$17.4K - $23.8K
|
17.7K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-313- 1.53% |
$17.7K - $24.3K
|
20.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-431- 1.7% |
$24.4K - $33.4K
|
24.9K
$1.65M
|
|
|
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
|
Vontobel Holding Ltd.
|
SELL
|
- |
-441- 6.42% |
$25K - $34.2K
|
6.42K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-527- 7.2% |
$29.8K - $40.9K
|
6.8K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-562- 2.95% |
$31.8K - $43.6K
|
18.5K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 0.56% |
$34K - $46.6K
|
106K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-655- 4.05% |
$37.1K - $50.8K
|
15.5K
$1.03M
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-846- 5.84% |
$47.9K - $65.7K
|
13.6K
$903K
|