Latest Institutional Purchases of Angel Oak Fds Tr Income Etf(De (CARY)
This list provides information on the latest institutional transactions involving Angel Oak Fds Tr Income Etf(De (CARY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
384KNew |
N/A
|
384K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
358KNew |
N/A
|
358K
$0
|
|
|
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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
110K+ 276.15% |
N/A
|
149K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 103.86% |
N/A
|
199K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
85.5KNew |
N/A
|
85.5K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.5K+ 1.66% |
N/A
|
2.29M
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
34.9KNew |
N/A
|
34.9K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33.4K+ 4.3% |
N/A
|
811K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 47.04% |
N/A
|
96.6K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.9KNew |
N/A
|
27.9K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8K+ 7.21% |
N/A
|
369K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
22.2K+ 56.64% |
N/A
|
61.5K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 10.06% |
N/A
|
241K
$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 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 8.95% |
N/A
|
144K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.69K+ 1.64% |
N/A
|
599K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
9.63K+ 8.39% |
N/A
|
124K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.52K+ 73.67% |
N/A
|
22.4K
$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 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.15K+ 36.25% |
N/A
|
23.1K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.06K+ 31.0% |
N/A
|
12.9K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 0.29% |
N/A
|
470K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
908+ 1.34% |
N/A
|
68.7K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
504+ 5.13% |
N/A
|
10.3K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
167New |
N/A
|
167
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
63+ 0.3% |
N/A
|
21.1K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6+ 0.01% |
N/A
|
47.5K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
679K+ 67.34% |
N/A
|
1.69M
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 102.65% |
N/A
|
303K
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 57.31% |
N/A
|
289K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 101897.5% |
N/A
|
40.8K
$0
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 739.83% |
N/A
|
39.9K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 3.39% |
N/A
|
675K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 90.51% |
N/A
|
40.8K
$0
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
11.5K+ 3.24% |
N/A
|
368K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.95KNew |
N/A
|
9.95K
$0
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$0
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.19K+ 3.46% |
N/A
|
95.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.5K+ 12.77% |
N/A
|
13.3K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$0
|
|