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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.81K- 0.54% |
$46.9K - $50.5K
|
695K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 2.62% |
$87.5K - $94.1K
|
278K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 111.71% |
$19.5K - $21K
|
3K
$38.7K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.9KNew |
$381K - $410K
|
30.9K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25K+ 10.84% |
$308K - $331K
|
255K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94K- 4.24% |
$1.16M - $1.25M
|
2.12M
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
370+ 5.18% |
$4.56K - $4.91K
|
7.52K
$96.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
671K+ 25.74% |
$8.27M - $8.9M
|
3.28M
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.5K- 21.47% |
$43.1K - $46.4K
|
12.8K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.4K+ 17.77% |
$116K - $125K
|
62.3K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.79K+ 1.62% |
$34.4K - $37K
|
175K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-112K- 2.52% |
$1.38M - $1.49M
|
4.34M
$55.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.52K+ 39.24% |
$80.3K - $86.4K
|
23.1K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-300- 2.17% |
$3.7K - $3.98K
|
13.5K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-689- 1.44% |
$8.49K - $9.14K
|
47K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
347New |
$4.28K - $4.6K
|
347
$4.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
852New |
$10.5K - $11.3K
|
852
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.16K- 20.76% |
$51.2K - $55.1K
|
15.9K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-201- 0.15% |
$2.48K - $2.67K
|
132K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.48K+ 44.49% |
$92.2K - $99.2K
|
24.3K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26K+ 5.04% |
$320K - $344K
|
541K
$6.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.7K+ 17.52% |
$181K - $195K
|
98.8K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586New |
$7.22K - $7.77K
|
586
$7.55K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-296- 0.26% |
$3.65K - $3.92K
|
113K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7KNew |
$144K - $155K
|
11.7K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 18.83% |
$177K - $191K
|
62.1K
$800K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-45- 0.05% |
$554 - $597
|
96.7K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
75KNew |
$924K - $995K
|
75K
$967K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.16K- 9.32% |
$14.3K - $15.4K
|
11.3K
$145K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 1193.84% |
$280K - $291K
|
25K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.3K- 27.21% |
$137K - $142K
|
30.1K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$9.7K - $10.1K
|
800
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
819KNew |
$9.93M - $10.3M
|
819K
$10.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$182 - $189
|
15
$193
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
825+ 1.34% |
$10K - $10.4K
|
62.6K
$807K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$146K - $154K
|
12.3K
$159K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
284+ 2.22% |
$3.37K - $3.55K
|
13.1K
$168K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-34.6K- 23.74% |
$410K - $432K
|
111K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2K+ 117.59% |
$156K - $164K
|
24.4K
$314K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.44KNew |
$87.1K - $92.1K
|
7.44K
$95.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$158K - $167K
|
13.5K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.8K
|
2K
$25.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.9KNew |
$326K - $345K
|
27.9K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$33.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.5KNew |
$216K - $229K
|
18.5K
$238K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$123K - $128K
|
10.6K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.6K+ 5.54% |
$287K - $299K
|
470K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$5.83K - $6.08K
|
500
$6.45K
|
|