Purchases and Sales Made in Q1 2022 in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN)
This table provides information about the institutional ownership of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) during Q1 2022. The information is specifically focused on institutions that hold shares of Angel Oak Dynamic Financial Strategies Income Term Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.4K+ 46.96% |
$677K - $774K
|
117K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14KNew |
$254K - $291K
|
14K
$0
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 3.08% |
$201K - $229K
|
371K
$0
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.59K+ 26.96% |
$174K - $198K
|
45.2K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 8.36% |
$56.2K - $64.3K
|
40.3K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 23.88% |
$40.2K - $45.9K
|
11.5K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
580+ 2.05% |
$10.5K - $12K
|
28.8K
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-659- 4.58% |
$11.9K - $13.6K
|
13.7K
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.6K- 5.26% |
$29K - $33.1K
|
28.8K
$0
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-3.94K- 8.38% |
$71.3K - $81.5K
|
43.1K
$0
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.14K- 6.35% |
$74.9K - $85.6K
|
61K
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.59K- 6.33% |
$137K - $157K
|
112K
$0
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-19.6K- 63.67% |
$356K - $406K
|
11.2K
$0
|