Purchases and Sales Made in Q3 2024 in Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information about the institutional ownership of Angel Oak Fds Tr Income Etf(De (CARY) during Q3 2024. The information is specifically focused on institutions that hold shares of ANGEL OAK FDS TR INCOME ETF(DE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
257K+ 14.52% |
N/A
|
2.03M
$0
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
200K+ 23.08% |
N/A
|
1.07M
$0
|
|
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
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
47KNew |
N/A
|
47K
$0
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40.4KNew |
N/A
|
40.4K
$0
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
38.8K+ 4.04% |
N/A
|
1M
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.6K+ 59.39% |
N/A
|
101K
$0
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.16KNew |
N/A
|
9.16K
$0
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 6.15% |
N/A
|
22.2K
$0
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
937+ 9.01% |
N/A
|
11.3K
$0
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
262+ 1.74% |
N/A
|
15.3K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-13.7K- 8.85% |
N/A
|
141K
$0
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-31.3K- 5.83% |
N/A
|
505K
$0
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-32K- 1.69% |
N/A
|
1.86M
$0
|