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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
679K+ 67.34% |
N/A
|
1.69M
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
318KNew |
N/A
|
318K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 102.65% |
N/A
|
303K
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
117KNew |
N/A
|
117K
$0
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
114K+ 6.32% |
N/A
|
1.92M
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 57.31% |
N/A
|
289K
$0
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45.7KNew |
N/A
|
45.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 101897.5% |
N/A
|
40.8K
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 61.32% |
N/A
|
97.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 739.83% |
N/A
|
39.9K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.7K+ 214.1% |
N/A
|
39.2K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23K+ 1.95% |
N/A
|
1.21M
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 3.39% |
N/A
|
675K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 10.46% |
N/A
|
219K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 90.51% |
N/A
|
40.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.3K+ 3.39% |
N/A
|
590K
$0
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.2K+ 0.86% |
N/A
|
2.25M
$0
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
17KNew |
N/A
|
17K
$0
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 3.34% |
N/A
|
468K
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7K+ 62.24% |
N/A
|
33K
$0
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
11.5K+ 3.24% |
N/A
|
368K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 19.11% |
N/A
|
65.7K
$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
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.18K+ 4.91% |
N/A
|
132K
$0
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.58K+ 0.72% |
N/A
|
778K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.21K+ 1.24% |
N/A
|
344K
$0
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.19K+ 3.46% |
N/A
|
95.4K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.48K+ 0.46% |
N/A
|
544K
$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
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
855+ 4.25% |
N/A
|
21K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
798+ 5.07% |
N/A
|
16.5K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
256+ 1.68% |
N/A
|
15.5K
$0
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
238+ 0.21% |
N/A
|
115K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
N/A
|
23
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.7K+ 120.67% |
N/A
|
70.8K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.9K+ 2.99% |
N/A
|
1.03M
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.11K+ 3.89% |
N/A
|
83.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.18K+ 8.65% |
N/A
|
14.8K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
439New |
N/A
|
439
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
311New |
N/A
|
311
$0
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.3KNew |
N/A
|
58.3K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47.5KNew |
N/A
|
47.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
44.5KNew |
N/A
|
44.5K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.6K+ 59.39% |
N/A
|
101K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$0
|
|