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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 21.76% |
$3.1M - $3.28M
|
1.35M
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151K+ 148.76% |
$1.94M - $2.05M
|
253K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
144K+ 2.8% |
$1.85M - $1.96M
|
5.3M
$70.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
59.8K+ 8.6% |
$766K - $811K
|
755K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 74.39% |
$414K - $438K
|
75.7K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 10.88% |
$409K - $433K
|
325K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 110.7% |
$361K - $383K
|
53.7K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9KNew |
$191K - $202K
|
14.9K
$199K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.4K+ 20.17% |
$185K - $196K
|
85.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 54.36% |
$160K - $169K
|
35.5K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
10.7K+ 10.1% |
$138K - $146K
|
117K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.15K+ 2.9% |
$104K - $111K
|
289K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.05K+ 1.6% |
$39.1K - $41.4K
|
194K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.9K+ 4.04% |
$24.4K - $25.8K
|
48.9K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.84K+ 1.38% |
$23.5K - $24.9K
|
135K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
714New |
$9.15K - $9.69K
|
714
$9.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
550+ 1.29% |
$7.05K - $7.46K
|
43.4K
$580K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 2.25% |
$103 - $109
|
364
$4.87K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$314K - $332K
|
25K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
16.1KNew |
$201K - $213K
|
16.1K
$215K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11KNew |
$137K - $146K
|
11K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
10.8KNew |
$136K - $144K
|
10.8K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
2.5KNew |
$31.3K - $33.2K
|
2.5K
$33.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.9KNew |
$381K - $410K
|
30.9K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7KNew |
$144K - $155K
|
11.7K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
852New |
$10.5K - $11.3K
|
852
$11.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586New |
$7.22K - $7.77K
|
586
$7.84K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
819KNew |
$9.93M - $10.3M
|
819K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 1193.84% |
$280K - $291K
|
25K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$9.7K - $10.1K
|
800
$10.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$182 - $189
|
15
$201
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2K+ 117.59% |
$156K - $164K
|
24.4K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$146K - $154K
|
12.3K
$165K
|
|
| Q4 2023 | |||||||
|
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
|
|
|
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
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$34.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.8K
|
2K
$26.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.6K+ 5.54% |
$287K - $299K
|
470K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$123K - $128K
|
10.6K
$141K
|
|
|
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 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
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
2.26K+ 20.13% |
$27.7K - $30.2K
|
13.5K
$180K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
281New |
$3.45K - $3.77K
|
281
$3.76K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6KNew |
$359K - $382K
|
28.6K
$383K
|
|