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, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
140K+ 7.31% |
N/A
|
2.06M
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
112K+ 245.94% |
N/A
|
158K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-494- 0.32% |
N/A
|
154K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 10.06% |
N/A
|
241K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.69K+ 1.64% |
N/A
|
599K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4K+ 64.76% |
N/A
|
54.4K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
22.2K+ 56.64% |
N/A
|
61.5K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
34.9KNew |
N/A
|
34.9K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
908+ 1.34% |
N/A
|
68.7K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.06K+ 31.0% |
N/A
|
12.9K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.5K+ 1.66% |
N/A
|
2.29M
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
110K+ 276.15% |
N/A
|
149K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.52K+ 73.67% |
N/A
|
22.4K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
9.63K+ 8.39% |
N/A
|
124K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
358KNew |
N/A
|
358K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 8.95% |
N/A
|
144K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6+ 0.01% |
N/A
|
47.5K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8K+ 7.21% |
N/A
|
369K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 47.04% |
N/A
|
96.6K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-323- 2.08% |
N/A
|
15.2K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.34K- 0.42% |
N/A
|
316K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 0.29% |
N/A
|
470K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
504+ 5.13% |
N/A
|
10.3K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.2K+ 13.0% |
N/A
|
132K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
384KNew |
N/A
|
384K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-14.3K- 7.24% |
N/A
|
184K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 103.86% |
N/A
|
199K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.82K+ 47.28% |
N/A
|
24.4K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.63KNew |
N/A
|
6.63K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
63+ 0.3% |
N/A
|
21.1K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.15K+ 36.25% |
N/A
|
23.1K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
85.5KNew |
N/A
|
85.5K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.13K- 53.5% |
N/A
|
3.59K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-154K- 12.77% |
N/A
|
1.05M
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
167New |
N/A
|
167
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 90.51% |
N/A
|
40.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$0
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.19K+ 3.46% |
N/A
|
95.4K
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.8K- 3.08% |
N/A
|
561K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 739.83% |
N/A
|
39.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 101897.5% |
N/A
|
40.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.29K- 4.08% |
N/A
|
77.5K
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.24K- 46.17% |
N/A
|
1.44K
$0
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.58K+ 0.72% |
N/A
|
778K
$0
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 102.65% |
N/A
|
303K
$0
|
|