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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2K+ 117.59% |
$156K - $164K
|
24.4K
$326K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$158K - $167K
|
13.5K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.44KNew |
$87.1K - $92.1K
|
7.44K
$99.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.8K
|
2K
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.9KNew |
$326K - $345K
|
27.9K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.5KNew |
$216K - $229K
|
18.5K
$247K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$123K - $128K
|
10.6K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.6K+ 5.54% |
$287K - $299K
|
470K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$5.83K - $6.08K
|
500
$6.69K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$293K - $310K
|
25.1K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-28.1K- 58.48% |
$328K - $347K
|
20K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
875+ 388.89% |
$10.2K - $10.8K
|
1.1K
$14.7K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
63.8K+ 41.28% |
$784K - $855K
|
218K
$2.92M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
281New |
$3.45K - $3.77K
|
281
$3.76K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.89K- 4.53% |
$35.5K - $38.7K
|
60.7K
$813K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
2.26K+ 20.13% |
$27.7K - $30.2K
|
13.5K
$180K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.51K- 29.24% |
$69.2K - $73.7K
|
13.3K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6KNew |
$359K - $382K
|
28.6K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.58K- 33.68% |
$82.6K - $87.9K
|
13K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$22.8K - $24.3K
|
1.82K
$24.3K
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-12.6K- 7.34% |
$158K - $168K
|
159K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 2.18% |
$188 - $201
|
704
$9.42K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.4K+ 6.02% |
$55.2K - $58.8K
|
77.5K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
916+ 0.53% |
$11.5K - $12.2K
|
174K
$2.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
6.38K+ 8.67% |
$80.1K - $85.4K
|
80K
$1.07M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 43.98% |
$173K - $197K
|
43.5K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.29K- 28.34% |
$82.1K - $93.2K
|
15.9K
$213K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
13.1K+ 119.59% |
$171K - $195K
|
24.1K
$323K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
900+ 7.34% |
$11.7K - $13.3K
|
13.2K
$176K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.1KNew |
$269K - $321K
|
20.1K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$218K - $260K
|
16.3K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103New |
$1.38K - $1.65K
|
103
$1.38K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-8.4KClosed |
$113K - $134K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
19.2KNew |
$257K - $307K
|
19.2K
$257K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$23.5K - $25.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10.6KNew |
$166K - $180K
|
10.6K
$142K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-322KClosed |
$5.21M - $5.58M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$202K - $216K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 3.9% |
$272K - $292K
|
416K
$5.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-36.7KClosed |
$593K - $635K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.7KClosed |
$199K - $216K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-921Closed |
$15.6K - $17K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-183KClosed |
$3.21M - $3.38M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-24KClosed |
$421K - $442K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.4KNew |
$391K - $412K
|
22.4K
$299K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.7KClosed |
$178K - $189K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20.3KClosed |
$338K - $358K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-15.2KClosed |
$253K - $269K
|
0
$0
|
|