Latest Institutional Transactions on Angel Oak Financial Strategies Income Term Trust (FINS)
This table provides information on the latest institutional transactions involving Angel Oak Financial Strategies Income Term Trust (FINS) 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 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-357- 50.0% |
$4.53K - $4.83K
|
357
$4.71K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30KNew |
$381K - $406K
|
30K
$396K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.1K- 7.32% |
$750K - $799K
|
748K
$9.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.33M+ 81.61% |
$55M - $58.5M
|
9.63M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.38K+ 22.68% |
$42.9K - $45.7K
|
18.3K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
197K+ 26.17% |
$2.51M - $2.67M
|
952K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 1.61% |
$276K - $294K
|
1.37M
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.2KNew |
$828K - $882K
|
65.2K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76K+ 23.35% |
$965K - $1.03M
|
401K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9KNew |
$138K - $147K
|
10.9K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.99M+ 56.15% |
$25.3M - $26.9M
|
5.53M
$73M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.8K+ 17.59% |
$645K - $688K
|
340K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 36.72% |
$273K - $291K
|
80.1K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83KNew |
$74.1K - $78.9K
|
5.83K
$76.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.97K- 13.17% |
$127K - $135K
|
65.7K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
54.6K+ 63.55% |
$693K - $738K
|
140K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.5KNew |
$272K - $290K
|
21.5K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-566- 7.68% |
$7.19K - $7.66K
|
6.8K
$89.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
203KNew |
$2.58M - $2.75M
|
203K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.6KNew |
$337K - $359K
|
26.6K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 33.16% |
$567K - $604K
|
179K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
99.4K+ 39.34% |
$1.26M - $1.35M
|
352K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7K+ 1.37% |
$88.9K - $94.7K
|
518K
$6.83M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$195K - $207K
|
15.3K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 2.75% |
$127 - $135
|
374
$4.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8KNew |
$226K - $241K
|
17.8K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 3.73% |
$16.8K - $17.9K
|
36.8K
$485K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 3.01% |
$6.35K - $6.77K
|
16.1K
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
30.3K+ 22.75% |
$385K - $411K
|
164K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
833+ 33.32% |
$10.6K - $11.3K
|
3.33K
$44K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11K+ 103.86% |
$140K - $149K
|
21.7K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.1K+ 175.32% |
$1.19M - $1.27M
|
148K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 12.28% |
$16.1K - $17.2K
|
11.6K
$153K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-308- 0.36% |
$3.91K - $4.17K
|
86.2K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
21.6K+ 34.9% |
$274K - $292K
|
83.4K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
4.59K+ 3.92% |
$58.3K - $62.1K
|
122K
$1.6M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-103K- 91.03% |
$1.32M - $1.4M
|
10.1K
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.05K+ 1.6% |
$39.1K - $41.4K
|
194K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
550+ 1.29% |
$7.05K - $7.46K
|
43.4K
$572K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$314K - $332K
|
25K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
10.8KNew |
$136K - $144K
|
10.8K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 52.77% |
$19.9K - $21K
|
1.42K
$18.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.1KNew |
$201K - $213K
|
16.1K
$212K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11KNew |
$137K - $146K
|
11K
$145K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-300- 2.17% |
$3.7K - $3.98K
|
13.5K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.5K- 21.47% |
$43.1K - $46.4K
|
12.8K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
852New |
$10.5K - $11.3K
|
852
$11.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586New |
$7.22K - $7.77K
|
586
$7.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 18.83% |
$177K - $191K
|
62.1K
$819K
|
|