Latest Institutional Purchases of Angel Oak Financial Strategies Income Term Trust (FINS)
This list provides information on the latest institutional transactions involving Angel Oak Financial Strategies Income Term Trust (FINS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
340K+ 3.53% |
$4.37M - $4.58M
|
9.97M
$130M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 118.79% |
$2.25M - $2.36M
|
323K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2K+ 4.6% |
$812K - $850K
|
1.44M
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
35.6K+ 25.33% |
$457K - $479K
|
176K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.2K+ 4.04% |
$183K - $191K
|
366K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14K+ 17.46% |
$180K - $188K
|
94.1K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 37.64% |
$178K - $186K
|
50.6K
$663K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$129K - $136K
|
10.1K
$132K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10KNew |
$129K - $135K
|
10K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.56K+ 8.53% |
$71.5K - $74.9K
|
70.8K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.07K+ 2.0% |
$52.3K - $54.7K
|
208K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.09K+ 2.54% |
$39.7K - $41.6K
|
125K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
816+ 3.07% |
$10.5K - $11K
|
27.4K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
773+ 4.23% |
$9.93K - $10.4K
|
19.1K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367+ 2.06% |
$4.72K - $4.94K
|
18.2K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.86K - $4.04K
|
300
$3.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 2.41% |
$116 - $121
|
383
$5.01K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.8K+ 17.59% |
$645K - $688K
|
340K
$4.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30KNew |
$381K - $406K
|
30K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.5KNew |
$272K - $290K
|
21.5K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$195K - $207K
|
15.3K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11K+ 103.86% |
$140K - $149K
|
21.7K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83KNew |
$74.1K - $78.9K
|
5.83K
$76.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
833+ 33.32% |
$10.6K - $11.3K
|
3.33K
$43.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
550+ 1.29% |
$7.05K - $7.46K
|
43.4K
$567K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$314K - $332K
|
25K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.1KNew |
$201K - $213K
|
16.1K
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11KNew |
$137K - $146K
|
11K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
10.8KNew |
$136K - $144K
|
10.8K
$142K
|
|
| Q3 2024 | |||||||
|
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
$7.67K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
819KNew |
$9.93M - $10.3M
|
819K
$10.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$9.7K - $10.1K
|
800
$10.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$182 - $189
|
15
$196
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2K+ 117.59% |
$156K - $164K
|
24.4K
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$146K - $154K
|
12.3K
$161K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.9KNew |
$326K - $345K
|
27.9K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.5KNew |
$216K - $229K
|
18.5K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$158K - $167K
|
13.5K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.44KNew |
$87.1K - $92.1K
|
7.44K
$97.4K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$34.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.8K
|
2K
$26.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.6K+ 5.54% |
$287K - $299K
|
470K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$123K - $128K
|
10.6K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$5.83K - $6.08K
|
500
$6.55K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$293K - $310K
|
25.1K
$329K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
875+ 388.89% |
$10.2K - $10.8K
|
1.1K
$14.4K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
2.26K+ 20.13% |
$27.7K - $30.2K
|
13.5K
$176K
|
|