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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
6.38K+ 8.67% |
$80.1K - $85.4K
|
80K
$1.07M
|
|
|
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
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$22.8K - $24.3K
|
1.82K
$24.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
916+ 0.53% |
$11.5K - $12.2K
|
174K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 2.18% |
$188 - $201
|
704
$9.42K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 43.98% |
$173K - $197K
|
43.5K
$582K
|
|
|
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
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
19.2KNew |
$257K - $307K
|
19.2K
$257K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10.6KNew |
$166K - $180K
|
10.6K
$142K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.4KNew |
$391K - $412K
|
22.4K
$299K
|
|