Latest Institutional Transactions on Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information on the latest institutional transactions involving Angel Oak Fds Tr Income Etf(De (CARY) 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 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.25K+ 0.56% |
N/A
|
757K
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 30.09% |
N/A
|
88.3K
$0
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.61K- 1.87% |
N/A
|
84.4K
$0
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.5K+ 15.12% |
N/A
|
194K
$0
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
57.7KNew |
N/A
|
57.7K
$0
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$0
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$0
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
111K+ 42.55% |
N/A
|
373K
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
348+ 2.64% |
N/A
|
13.5K
$0
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 3.87% |
N/A
|
19.9K
$0
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.9K+ 4.06% |
N/A
|
434K
$0
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
962KNew |
N/A
|
962K
$0
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.41K+ 60.87% |
N/A
|
14.3K
$0
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52KNew |
N/A
|
52K
$0
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
179K+ 25.93% |
N/A
|
868K
$0
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-35.6K- 18.76% |
N/A
|
154K
$0
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
117K+ 28.68% |
N/A
|
524K
$0
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 0.34% |
N/A
|
15.1K
$0
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
236K+ 15.37% |
N/A
|
1.77M
$0
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.93K+ 49.56% |
N/A
|
20.9K
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
138K+ 34.79% |
N/A
|
536K
$0
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29.3K+ 7.18% |
N/A
|
438K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.9K+ 89.45% |
N/A
|
63.4K
$0
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 11.49% |
N/A
|
9.71K
$0
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.9K+ 0.9% |
N/A
|
1.89M
$0
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
Q1 2024 | |||||||
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.06KNew |
N/A
|
6.06K
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$0
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84.3K+ 638.92% |
N/A
|
97.5K
$0
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-38.7K- 74.19% |
N/A
|
13.5K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
N/A
|
30
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 21.04% |
N/A
|
39.4K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$0
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.1KNew |
N/A
|
40.1K
$0
|